Configure Manager Hub: Your team data

[Krista Forget]

Learn how to tailor the Manager Hub experience for your organization with easy, out-of-box configuration frameworks. In this post we will walk you through how to configure data for employees in the Your team page.

Your team data configurations

Manager hub provides the ability to configure columns on your team page. Each column here can point to one or more data sources to display details for each employee in the list view, card view and expanded employee card.

By default, only the top 3 columns are visible on the list view and card view, any additional configured columns will only be visible on the expanded employee card. Also, each column can contain multiple data points, but only the top 2 data points are visible on your team page.

In the below screenshot, we have 2 columns configured: Status and Location. Location column as two data points: time and location.

Configuring a new column

First, configure a new column to show the employee's phone number and email: 

1. Make sure you have “sn_mh.admin” role to proceed further. 
2. From the platform view in the navigator search for “Team Data Configuration” under Manager Hub and click on it. 
3. From the list, view, click on the new button. Fill out the form below:

Here are the quick details about each field:

• Name: Name of the data source. 
• Table: table name from which we need to fetch the data. 
• User field: the field from the table to filter employee records. 
• Conditions: condition for the table. 
• Use alternate label: Use this checkbox if you want to display alternate text inside the column rather than data from actual fields from the table. 
• Advanced: Use this if you want to write your script with complex logic and support hyperlinks on the data. 

To finalize:

1. Submit the form. 
2. From the platform view in the navigator search for “Team Column Configuration” under Manager Hub and click on it. 
3. From the list view, click on the new button. Fill out the form below: 

Here are the quick details about each field: 

• Column title: Column title to be displayed. 
• Order: Order of the column. 
• Active: active/inactive checkbox. 

Fill in the details of the column:

1. Submit the form and go back to the record we just created.
2. Under the related list click on “New” button.
3. Fill out the form as below:

Here are the quick details about each field: 

• Team column configuration: Reference field for the Team column configuration. 
• Team data configuration: Reference field for Team data configuration. 
• Table: table from team data configuration. It gets auto populated. 
• Column display fields: Select the list of fields to be displayed in UI. 
• Order: order of the data to be displayed. 
• Display type: Manipulates how column display fields are displayed. 

To finalize this step and add additional details:

1. Submit the form 
2. Repeat steps 8,9 and 10 and add “user.email” under column display field. 
3. A new column name, Contact is now created. 
4. Navigate to your team page on manager hub and notice 3rd column with contact details. 

 

Display value with hyperlink

Let us modify the above configuration to support hyperlink for email. 

1. Make sure you have “sn_mh.admin” role to proceed further. 
2. From the platform view in the navigator search for “Team Data Configuration” under Manager Hub and click on it. 
3. From the list view, click on the new button. Fill out the form as below and then submit the form. 

This time we chose advance option to get the data rather than choosing a table. Here is the script we used: As you can see, we are sending the object which contains an URL element. 

“(function exec(userIds /*String: Comma separated list of sysIds of all the users */){ 
var result=[];  
var userGr = new GlideRecord('sys_user'); 
userGr.addQuery('sys_id','IN',userIds); 
userGr.query(); 
while(userGr.next()) 
result.push({ 
userId: userGr.getUniqueValue(), 
value:userGr.getDisplayValue('email'), 
url:"mailto:"+userGr.getDisplayValue('email') 
}); 

return result; 
})(userIds);” 
 

From the platform view in the navigator:

1. Search for “Team Column Configuration” under Manager Hub and click on it. 
2. From the list view select “Contact” column and click on it. 
3. Under related list, click on new button. 
4. Fill out the form as below: 

For this example, make sure to give order less than 100 and more than 50. Submit the form. Navigate to your team page on manager hub and notice that email address now supports hyperlink. 

Quick actions for Your team

In the Your team tab of Manager Hub, managers can access quick actions for individual employees or for their team as a whole to quickly get to the most common requests or details they use the most—whether in ServiceNow or another tool. 

Manager Hub leverages the action framework to add the capabilities of configuring custom actions. The action groups include some frequently used action items in a framework for quick access. Using the action group framework, you can define the actions that a user can perform in a context. 

The Manager Hub action group provides quick access to the action items present on the employee cards to view, call, or access email directly on the Your team page of the Manager Hub. You can customize the actions to suit your business requirements. 

There are different type of actions in Manager Hub, one is team level action and another is user level action. 

Steps to configure actions: 

1. To create a new action, go to Employee Center -> Action Framework -> Actions 
2. Click on new, action form will open. 
3. Populate the fields according to your need.
4. In Action type field click on the search icon. Action type list will open. 
5. Here click the new button to create new action type for your action. 
6. In action type you can configure the server and client scripts which will take the necessary action on click of the action. You can also pass parameters to the action both in client and server script. 
    

Set up the action parameters:

1. Once this new action type is created select the same in action form. 
2. Once you insert the new action, you will see action parameters related list. 
3. If you have passed any parameter either in client or server script, same need to be defined in action parameter. So that it will be passed when action is clicked.

Set up action groups:

1. After creating a new action, you can associate it with an action group, it is basically a collection of actions shown to user like in the above image. 
2. Go to Employee Center -> Action Framework -> Action Groups 
   Create a new group or open any existing group, The form will look like below 

Under the action group you can map different actions. 

1. Click on new in Action groups M2Ms related list. 
2. In the M2M form select the appropriate action which you want to map. 
3. Select the visibility of action, to whom the action will be visible. 
4. The visibility can be controlled by advanced custom script as well. 
5. Once everything is in place hit update, it will create the new mapping. 

Test it on Manager Hub:

If you have created a new action group and want to use it on Manager Hub Your Team page then few more steps are required. 

1. Copy the sys_id of action group and go to Service Portal -> Pages. 
2. Open sn_mh_your_team in page designer. 
3. Here you can add the group id at three places. Add the action group sys_id in respective field. 
   Manager hub welcome container – Group level action will be configured here.

Manager hub my people – Direct level or skip level actions will be configured here. 
 

Direct level reportee are the ones reporting to current logged in user.

• They are instantly visible on your team page when you open unless “Show skip level” filter is active. 
• Skip level reportee are reportee’s -> reportee.
• For each employee record in the list/card view on Your team page you see the configured actions by clicking on the three dots. 

Find other configuration tips for Manager Hub in the following blog posts:

• Custom tabs
• To-do filters for manager tasks
• Manager library content

Looking for general information about Manager Hub?

Check out these additional resources:

• Blog: Intro to Manager Hub: take manager enablement to the next level
• Live at ServiceNow webinar: Enhancing the Manager Experience
• Technical documentation for Manager Hub (Tokyo)