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Resolved! Campaigns - Are they available with ITSM or SPM?

Hi, I have been asked to create campaigns for ideas, but I wonder if campaigns are available just for HRSD module or differently for SPM or ITSM modules as well. Thank you,Tommaso

Tommaso2 by Tera Expert
  • 1364 Views
  • 3 replies
  • 2 helpfuls

How to display the Client Role to the HR Profile

Hi!  I am looking to add the Client Role to the HR Profile and display it on a list layout and the HR Profile itself. For example: Employee : Jane DoeClient Role: Employee Employee: John Doe Client Role: Alumni Employee: Jim DoeClient Role: New Hire

Zoom call integration with HRSD

Hello all,Has anyone done the Zoom call integration with HRSD or When we start the call from HR agent workspace the call link needs to be generate. If there is any documentation that would be helpful. Thank you 

saideepkada by Tera Contributor
  • 715 Views
  • 1 replies
  • 1 helpfuls

HR Case Commented Notifications & Watchlist Users

Hello, wondering if someone else has had similar experience to this & idea on how to proceed. Currently, when an employee replies to a HR Case comment notification via email, we have send to event creator unchecked to stop the platform from sending b...

maxstnr by Tera Contributor
  • 1182 Views
  • 1 replies
  • 0 helpfuls

Resolved! Standard OOB groups in HRSD

We have started setting up HRSD and can see that there are Standard groups with "HR" as parent.is that a best practice to use them instead of creating our own ? They all are setup with respective roles and I was wondering how others are doing it. 

marcn by Tera Expert
  • 1006 Views
  • 2 replies
  • 3 helpfuls

HRSD Employee Lifecycle Journey - add tasks to Activity Set

Do the tasks that are added to an Activity Set within a Lifecycle Event need to be from within HRSD, or can I add existing tasks from across the platform?As an example, we have specific coordination tasks within another application on the platform th...

Bulk Case Creation

Hello Everyone, I am looking around a solution around Bulk case creation beyond OOTB bulk cases which creates generic cases. Scenario: HR agent wants to create bulk cases from the spreadsheet which will include the fields like employee id, field1, fi...

query_match issue for workers (m2m_dictionary_dataclass.data_class)

Related to the recent query_range "May Maintenance" issue... Anyone else seeing lots of query_match issues for system-related 'worker' activity? e.g.: 2025-05-20 14:35:16 worker.6 m2m_dictionary_dataclass.data_class query_match I'm unsure if this is ...

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Zach3 by Tera Guru
  • 980 Views
  • 1 replies
  • 0 helpfuls

Variable Editor to be created while creating HR case from Basic UI

Hi Everyone,i had a demand where when an agent creates an HR case from Basic UI he should get an editable variable editor that is same as the record producer created.My assumption is that the Variable editor is only visible when a case is created fro...

kartikey by Tera Contributor
  • 2525 Views
  • 4 replies
  • 0 helpfuls