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Best Way to Handle New Hire and Offboarding Workflows

I am working with a client who has just purchased HR Service Delivery Professional.  They want to have workflows for new hire and offboarding scenarios.  For new hire and offboarding workflows, other departments need to be engaged like IT.  Is an ord...

Justin21 by Tera Contributor
  • 4170 Views
  • 2 replies
  • 2 helpfuls

Resolved! Document template - how to generate pdf with Subject Person in the file name

Hi everyone, After installing the Document Templates plugin, the file name of the generated pdf document no longer contains Subject Person name, but instead takes the name of the person who generated it.Could you please share your solution if you hav...

Community Alums by Community Alums  
  • 2820 Views
  • 5 replies
  • 2 helpfuls

Resolved! Attachment API - Attach a file by URL

Hello,I am testing the Attachment API (Upload an attachment from binary request (POST) with the "Rest API Explorer" module to see if it works correctly for my needs. I uploaded a file from my computer (local) and when I try to send, it works well.Now...

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Andr_1 by Tera Expert
  • 4096 Views
  • 5 replies
  • 2 helpfuls

Resolved! Reassignment the Case to particular groups

Hi Team,We have created an HR Service that belongs only to China. When a case is created for this service, it gets assigned to one of the China assignment groups.Our requirement is: if the case needs to be reassigned, the Assignment Group dropdown sh...

iztgokul by Tera Contributor
  • 894 Views
  • 1 replies
  • 0 helpfuls

Reassignment of groups

Hi Team,We have created an HR Service that belongs only to China. When a case is created for this service, it gets assigned to one of the China assignment groups.Our requirement is: if the case needs to be reassigned, the Assignment Group dropdown sh...

iztgokul by Tera Contributor
  • 457 Views
  • 1 replies
  • 0 helpfuls

Performance Improvement Plan Configuration

We are required to configure 4 Activity  for PIP (Performance Improvement Plan)1. Initiate PIP2 Formal Coaching and Feedback3. PIP Completion4. Termination Initiate PIP form is available on our Portal which is assigned to Employee Relations team.  Th...

Simran321 by Tera Expert
  • 1360 Views
  • 1 replies
  • 0 helpfuls

Send a notification when HR Task has created.

Hi, I need to set up a notification for when an HR Task is created. The HR Task is generated using Flow Designer.For example, if the HR service is Payroll, an HR Task will be created through Flow Designer.  I prefer not to use the "Send Notification"...

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VasukiS by Tera Guru
  • 1446 Views
  • 4 replies
  • 0 helpfuls

Resolved! Remove Rich Description to Description Field Copy Behavior

Hi, In the HR module, there is an out-of-the-box (OOB) functionality that copies the content of the rich_description field to the description field. I am currently working on removing this copy behavior. To address this, I have disabled the default O...

VasukiS by Tera Guru
  • 1194 Views
  • 3 replies
  • 1 helpfuls

API for HR Condition that drives user criteria

We’re building an internal Enterprise Search AI tool from scratch that indexes Knowledge Base articles via the ServiceNow API. To enforce Knowledge access, we need to respect the User Criteria on each article.The API lets us pull the User Criteria sy...

shelbyadams by Tera Contributor
  • 695 Views
  • 1 replies
  • 0 helpfuls