Field mapping to Who is covered and Beneficiaries
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11-23-2023 01:26 AM
Hello,
I'm trying to create a benefits enrollment service for our organization and to make it as automated as possible, so our HR Agents don't have to apply data manually. I've noticed that we have some tabs in HR Profiles, I mean mainly Who is Covered and Beneficiaries, which I'd like to use for the purposes of these service.
My question is: is there a way to create a service - once the request is actually accepted - which will auto-populate the data in those mentioned tabs based on the data in the accepted request? What would I have to do to make it happen?
I'd appreciate any guidance, I'm still pretty new to ServiceNow and I feel like I'm out of my depth.
Thanks in advance!
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11-23-2023 09:16 PM
Hi Martyna,
As far my understanding, you can create the HR Template for the HR Service and add it in the HR Service...So that if you create the request for that HR Service, then the field value will be auto populated as you setted the values in HR Templates.
Thanks,
Suvetha

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11-23-2023 10:19 PM
Hello,
Please do the following.
1) Create new HR service and associated Record producer in any of the COE, I suggest parent COE (sn_hr_core_case).
2) Once form is submitted then generate an approval through flow designer/workflow to get approval.
3) Once approved, write code in Flow designer/workflow to insert data in HR profile tabs.
Simple.
Regards,
Musab