How to provide access to employee forms or collect input type checklist on HR tasks to non HR agents

[satya30]

Hi all need small help with below requirement in service now HRSD:

Yeah basically we will create salary advance request form for hr agents to submit request on behalf of employees

Once HR case is created:

First hr task will route to accounting team

Next another hr task will route to accounting team ( checklist questions needs to be provided so they have to answer)

Task 3 - hr transactions team (checklist questions needs to be provided so they need to answer)

But the task 2 and task 3 assignment groups doesn't have access to employee forms inportal

For Task 2 directly I created fields on hr task do I need to create the same for task 3 ? Can we create many custom fields on task table

Is there any other way we can do it???

I created one custom standalone table to store those answer to show them on HR case as there can be no of iterations for task 2 and task 3

[Sandeep Rajput]

@satya30 I won't recommend creating fields on the HR Task table to address specific user cases. The HR Task table is a generic table and storing information related to the HR Task associated with a specific HR service will not be a good idea.

You can use the following approach to address it

1. Choose fulfillment type of the HR Service as Flow

2. Trigger your tasks via flow and pass the information from one task to other via worknotes or description of the task. The data entered on Task one will be added as a worknote or description on task 2. The agents can find the details either in the description of Task 2 or work note (which ever you prefer), similarly details can be passed to task 3 and so on. The flow running behind the scene will pass information from one task to another.

Hope this helps.