Collect Employee Input - update HR Case

[DClayton1]

Hi folks,

Having some issues with using the Collect Employee Input HR task on one of our HR Services. I am following the instructions from the docs site here. The form has been designed with the questions I need to get a response to (in this example the subject person's manager).

The task is sent out successfully (triggered as a service activity) to the subject person's manager. When they complete the form via the To-Do's section, their response is not updated into the HR Case.

I am trying to figure out how to get the responses into the additional comments or work notes of the parent case. Or do I have to create fields on the HR case table to map the responses to?

Thanks for your assistance!

[Filipe Cruz]

Hello DClayton,

Did you create the necessary Employee Form Field Mappings? (refer to the related list)

you need to pick the right condition to filter the target record and set the correct mappings.

Hope this helps you achieving the desired outcome.

Please, don't forget to mark my answer as correct if it solves your issue or mark it as helpful if it is relevant for you!

Best Regards,

Filipe Cruz

[DClayton1]

Thanks Filipe,

I looked at the field mappings but could not figure out which way the mappings work. Are the mappings to add fields to the form (as the docs suggests) or to map responses back to the HR case?

[Filipe Cruz]

Hello DClayton,

The idea of the field mappings is to map fields from the employee form to a specific record (in your case, the hr case record).

Check there an example:

https://docs.servicenow.com/bundle/paris-hr-service-delivery/page/product/human-resources/task/confi...

Hope this helps!

Please, don't forget to mark my answer as correct if it solves your issue or mark it as helpful if it is relevant for you!

Best Regards,

Filipe Cruz

[DClayton1]

Update for this topic:

There is a business rule "Create employee form" that checks to see if a system property "sn_hr_core.create_new_survey_instances" is set to true. Once this is set to true, a separate survey instance is generated using the survey form.

Now once the survey is completed and submitted, it is saved to the correct HR task for the parent HR Case and the agent will be able to see the response by opening the HR task, then opening the unique assessment instance.

Currently working on a way to copy the assessment results into the parent case for ease.