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COE Security Policy vs HR Criteria to lock down HR Services

I have a requirement to limit HR Service visibility to certain user groups. New groups entering the system should only see a handful of HR Services, rather than all of the existing ones. What is the best way to approach this? The issue with COE Secur...

jcmings by Mega Sage
  • 1525 Views
  • 1 replies
  • 0 helpfuls

Creation of a metric table

Hi All,I want to create a new metric table to capture the assigned to of the hr cases . Please provide the steps to achieve this.

kali by Tera Contributor
  • 569 Views
  • 1 replies
  • 0 helpfuls

To Display Help text

Hi all,There is field called Grade (salary) in the form..so when the user click that field it should display a help text i.e Hourly Rate/ Contract ID.So how to display this help text.. Thanks.

kumaar by Tera Contributor
  • 1894 Views
  • 2 replies
  • 0 helpfuls

Any way of knowing the source of HR case.

Hi Community,Good Day!Is there any way of knowing where HR case is created from Agent Workspace- Create HR case. I have to set source field if it is created from integration, inbound action , HR case creation form.For integration and Inbound action i...

Drishti by Tera Guru
  • 739 Views
  • 3 replies
  • 0 helpfuls

Resolved! Multiple User fill out a record producer.

Hello,  My goal, in the long run, is to have a record producer form (like a background check form) where multiple users have to fill out their part on the form.  I have a record producer with the formI have an HR service that displays the form to ini...

mlamin by Tera Guru
  • 1668 Views
  • 5 replies
  • 3 helpfuls

Resolved! How can we search to see if HR Case has an attachment?

Experts, I have researched the community and also tried current.hasAttachments() but it is not supporting HR Case table. Can some one guide me how to find out attachment in a case and show in a report. I tried below links but it is based on Incident ...

Community Alums by Community Alums  
  • 801 Views
  • 2 replies
  • 2 helpfuls

Resolved! How to hide HR services from agents while case creation?

Dear Community Members, Is there any way I can restrict the visibility of few HR Services (under a fix category) to some group members only and rest of the assignment group members shouldn't have visibility to those HR services? For example. I have H...

Resolved! How to assign onboarding tasks to IT?

Hi!We are currently working on Lifecycle events/Journey Designer to create an Onboarding process for the customer. In the Onboarding process, there are some activities/tasks which are IT related (like Supervisor orders the user credentials and passwo...

Tiina by Tera Contributor
  • 2500 Views
  • 6 replies
  • 4 helpfuls