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Resolved! Is it feasible to put timecard management into HRSD?

I'm exploring the possibility of adding Time Card management as an HR Service. The Service would define a record producer that employees will submit their hours for the week and then Service would generate an approval for their manager on the case.  ...

Ali Jubran1 by Tera Contributor
  • 1923 Views
  • 4 replies
  • 0 helpfuls

Resolved! record producer variables

how can we create a variables of drop down to select the multiple correct options in a record producers?

Community Alums by Community Alums  
  • 1862 Views
  • 7 replies
  • 3 helpfuls

Resolved! User ID not populating automatically when new user is created

Hello,  I am working on an onboarding process where I have created my own Lifecycle Event, Record Producer, and an HR Service to trigger my Lifecycle Event. I went ahead and added my HR Service in the client include script so that my new user will be...

mlamin by Tera Guru
  • 2388 Views
  • 4 replies
  • 1 helpfuls

Lifecycle Event Activity Set Date Trigger

Hoping someone will be able to assist. We have an activity set called 'On Leave' with a date trigger. The date that triggers the activity set may change (leave start date). When the leave start date is updated by the user via an employee request, the...

NMeyer524 by Tera Expert
  • 1020 Views
  • 2 replies
  • 0 helpfuls

HR Service Case Option - Automatically Create Draft Document

Hi all, What's the functionality behind the case option known as "Automatically Create Draft Document" in the hr service case options. What are the configuration steps for enabling this case option and how it works when giving this case option for th...

Imran J3 by Tera Contributor
  • 2200 Views
  • 1 replies
  • 1 helpfuls

HR service list view group by topic category and COE

I need to group by COE and topic category on the HR service list view but when I try to personalize the list to include the COE and Topic category columns , I cant find them.I only see topic detail.When I go to record view for HR service I can see th...

Saksham23 by Tera Contributor
  • 1693 Views
  • 4 replies
  • 0 helpfuls

Resolved! Knowledge article is not visible for a particular user

I was facing a issue i.e., for a particular user the knowledge articles are not able to see i.e., it is displaying no knowledge articles found. I have check the knowledge can read criteria but in can read criteria there is user is present when the ac...

Community Alums by Community Alums  
  • 1602 Views
  • 3 replies
  • 2 helpfuls

Glide Modal :- Agent Workspace

Hi ,  There are two fields, assigned to which will be dependent on assignment group. So when I am selecting Assignment group as ABC , only ABC group members should be available to select in assigned to field. Can we achieve this? Can we pass dynamica...

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harishkolla by Tera Contributor
  • 2856 Views
  • 7 replies
  • 0 helpfuls

Currency field - how to prevent it from converting

I have a Tuition Reimbursement record producer that references a table on the HR Profile, for eligible amount, amount used, and amount remaining.  These fields display on the HR Case.  When reimbursement is approved, we enter a reimbursement amount, ...

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jrusso by Tera Expert
  • 1348 Views
  • 1 replies
  • 0 helpfuls

Resolved! Business Rules and Scope Privilege access

Hello,I configured a business rule that is supposed to Query a Document task and find out if it has a parent and if it does, once the document task is done, it should close the parent task immediately instead of waiting a whole day (default automatic...

mlamin by Tera Guru
  • 2390 Views
  • 5 replies
  • 0 helpfuls

HR Agent Workspace - At a Glance configuration

Hey ,I'm looking for a way to edit the display of the At a Glance componentthat appears in the HR Profile (picture attached).I was only able to add fields to the "your employee" section.I would like to remove the other sections and add my own.Has any...

Tal5 by Giga Guru
  • 1643 Views
  • 2 replies
  • 2 helpfuls

Masking sensitive data in HRSD Module

Hi team,We have a requirement to mask sensitive data in HRSD module.For example,Year in DOB needs to be masked.SSN Number first 4 character needs to be masked.Also masking should be from both HR profile and Hr stagging tables. If someone has implemen...