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how to hide few variables on approval form on Portal

Hi all, I have 4 variable which are always hidden on form and created to achieve some requirement. But those are showing on portal when user clicks on My Approval menu as shown in screenshot.   I need to hide these having sysid ones. Please suggest

Resolved! Hr Fullfillment instructions - can it be a checklist

Hi, I am looking into 'Fullfillment instructions' functionality. Can it be set up as a checklist, so agent would tick mark steps that have been completed. Sometimes we have tickets that go through few teams and it would be good to be able to see whic...

Paulina by Tera Contributor
  • 996 Views
  • 3 replies
  • 4 helpfuls

PDF Document Templates - Mapping a checkbox field

Hi folks,Has anyone else explored the PDF Document Templates in depth? I have parsed the Federal I9 PDF form and there are several checkbox field types on the pdf. For whatever reason, I cannot mark these checkbox fields. I have tried mapping a true/...

alijubran by Kilo Expert
  • 2916 Views
  • 3 replies
  • 2 helpfuls

Compose Email - capture in record activities stream

Hi community, When working an HR Case, some agents prefer using the Compose Email option (3 dots 'more options' menu in top of HR Case) as the rich HTML editor is better for composing detailed information and for attaching documents to send to the us...

DClayton1 by Tera Contributor
  • 1125 Views
  • 5 replies
  • 2 helpfuls

Resolved! High Level steps to implement HRSD

We are going to implement HRSD for our HR department.  Can any expert give us what are high level steps for HRSD implementation?

Loe by Mega Contributor
  • 1542 Views
  • 6 replies
  • 5 helpfuls

Roles - HRSD

Hello ,  Could anyone please help with the same ? 1. If the HR Service does not have any case options specified , HR Documents must be manually generated for the HR Case . In this situation , who is able to generate an HR document for the case ? A. A...

Angel27 by Tera Contributor
  • 1601 Views
  • 1 replies
  • 0 helpfuls

Triggering notification from LifeCycle events

Hi All, I have requirement in where we need to trigger notifications for a new joiner who's email ID is passed as a string type from the Record producer and mapped to a field on HR Core Case. I'm selecting String Mail ID field from HR Core case table...

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maheshonakri by Tera Contributor
  • 1376 Views
  • 3 replies
  • 0 helpfuls

Can anyone advise if there is free material available to practice for HRSD certification exam? There are a number of sites that require payment, just wondering if anyone else has any other ideas...

Can anyone advise if there is free material available to practice for HRSD certification exam? There are a number of sites that require payment, just wondering if anyone else has any other ideas...

How to have Transfer Case option in HR Agent Workspace for agents to select COE or at least show the topic category in the HR Agent workspace?

The current out of the box Transfer Case UI action in the HR Agent Workspace shows the entire list of HR services available like so. Because we have a lot of HR Services, this giant list is very confusing for agents to browse through and select the ...

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Miltonism by Tera Contributor
  • 1001 Views
  • 4 replies
  • 1 helpfuls

HR Profile Security

We are considering applying HRSD, which has already been implemented globally, to Japan.We want to control access to sensitive information such as HR Profile and Job by country, region, etc.e.g.) HR staff in Japan can only access HR Profile and Job d...