Customize data models from Employee Relations plug in

[ChitraN]

Will we able to customize & change naming conventions of Data models available in Employee Relations Plug in Capability. As observed in the picture below, can we rename 'Involved Parties' to what the client requests?

[Abbas_5]

Hello @ChitraN,

To customise data models from the Employee Relations plugin in ServiceNow, you'll need to utilise the ServiceNow platform's capabilities for modifying tables, fields, and relationships. This involves understanding the core tables used by the plugin and then making changes to align with your specific business needs. 

Here's a breakdown of the process:

1. 1. Understand the Core Tables:

   • ER Cases: The main table for tracking employee relations cases, including details about the case, the employee, and related information. 
   • Evidence: A table to store evidence related to ER cases, such as documents or notes. 
   • HR Cases: The broader table for all HR cases, with ER cases being a specific type. 
   • Employee Relationships: A table to manage relationships between employees, such as reporting lines or direct reports. 
2. 2. Modify Fields:

   • Add/Modify Fields: You can add new fields to the ER case table, Evidence table, or other relevant tables to capture specific data relevant to your organization. 
   • Customize Field Labels and Descriptions: Change labels and descriptions for clarity. 
   • Configure Field Types: Set data types (text, date, etc.) and validation rules. 
3. 3. Modify Relationships:

   • Add/Modify Relationships: Define how ER cases relate to other records, such as employee records, HR policies, or other cases. 
   • Create New Relations: Establish new relationships between tables as needed to support your business processes. 
4. 4. Customize UI and UX:

   • Modify Forms: Adapt the look and feel of the ER case form, including field layout and ordering. 
   • Create Custom Pages: Develop custom pages or views to enhance the user experience for ER case management. 
5. 5. Test and Validate:

   • Thoroughly Test: Test all changes to ensure they function as expected and do not introduce errors.
   • Validate Data: Verify that data is being stored and displayed correctly.

Example:

To add a new field to the ER Case table to capture the employee's department, you would: 

1. Go to the "ER Case" table in the ServiceNow platform.
2. Navigate to the "Fields" section.
3. Create a new field, providing a name, label, description, and data type (e.g., a text field for the department name).
4. Save the changes.
5. Update the relevant ER case form to display the new field.

By understanding the core tables and leveraging the ServiceNow platform's customisation tools, you can tailor the Employee Relations data models to effectively support your organisation's HR processes.

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Thanks & Regards,

Abbas Shaik