How to configure an Employee Clearance HR Task to collect input from the Opened for user?

vmanojkumar
Tera Contributor

Hi Community,

I am working on an Employee Offboarding Lifecycle Event and have an activity called Employee Clearance.

My requirement is to send the request to the Opened for / Requested for employee when certain conditions are met, so that the employee can open the task from the Employee Center/portal and provide the required clearance information or what ever can be the appropriate solution.

I have already created the required custom fields on the HR Task table to store the employee's responses.

I would like guidance on the recommended configuration for the following:

How should the Employee Clearance activity/HR Task be configured so that the Opened for employee can provide input?
How can I expose the required HR Task fields to the employee in the portal?
Can UI Policies be used to show or hide fields dynamically based on the employee's responses?
Once the employee submits the information, how should the responses be stored on the corresponding HR Task record?
Is an HR Task template sufficient for this requirement, or is another configuration/component recommended for collecting employee input?
Any guidance on the recommended ServiceNow HRSD configuration or an example implementation would be really helpful.

Thanks!

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