How to display the Client Role to the HR Profile

Bryce DeWeese
Giga Contributor

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 Doe

Client Role: Employee

 

Employee: John Doe 

Client Role: Alumni

 

Employee: Jim Doe

Client Role: New Hire

1 REPLY 1

Abbas_5
Tera Sage
Tera Sage

Hello @Bryce DeWeese,

To display the Client Role on the HR Profile and its list layout in ServiceNow, you need to add a new field to the HR Profile table and then add that field to both the list view and the form viewThis requires a few steps: creating a custom field, updating the list view, and updating the form view. 
 
1. Create a Custom Field:
  • Navigate to System Definition > Fields and create a new field. 
     
  • Set the Field Type to "Text" or "Reference" depending on how you want to store the role. 
     
  • Give the field a descriptive Name (e.g., client_role) and Label (e.g., "Client Role"). 
     
  • Set the Table to sn_hr_core_profile (HR Profile). 
     
  • Save the new field. 
     
2. Update the List View:
  • Navigate to HR Administration > Manage Roles > Client Role Assignment Rules. 
     
  • Identify the HR Profile table (sn_hr_core_profile). 
     
  • Navigate to System Definition > List > List Layout and select the HR Profile list view. 
     
  • Add the new client_role field to the list view. 
     
  • You can also configure the list view to show the role on the first few columns for better readability. 
     
3. Update the Form View:
  • Navigate to HR Administration > Manage Roles > Client Role Assignment Rules. 
     
  • Identify the HR Profile table (sn_hr_core_profile). 
     
  • Navigate to System Definition > Forms > Form and select the HR Profile form view. 
     
  • Add the new client_role field to the form view. 
     
  • You can customize the position and display settings of the field on the form. 
     
4. Client Role Assignment:
  • The Client Role assignment rules determine how the client_role the field is populated on the HR Profile.
  • Navigate to HR Administration > Manage Roles > Client Role Assignment Rules.
  • Create or edit client role assignment rules that define conditions for assigning different roles to employees.
  • You can define conditions based on employment type, position, or other relevant attributes. 

If it is helpful, please hit the thumbs up button and accept the correct solution by referring to this solution; it will be helpful to them.

 

Thanks & Regards,

Abbas Shaik