HR Guided Setup

[shweta khemani]

Hi All,

Can anyone guide me on HR Guided Setup. I have undertaken both fundamentals and implementation course but need an in depth understanding of guided setup, as in how we use it, do we really use it and what purpose and results it serves, and is it the 1st step to start with the configurations?

So can anyone share the resources on how to proceed ahead with all 3 guided setups- HR Administration Guided setup; HR Agent workspace for case management Guided setup & performance Analytics Guided setup.

Would appreciate your support here. Thanks in advance!

[Sandeep Rajput]

@shweta khemani Guided Setup in ServiceNow is a tool designed to help administrators configure various applications and modules in a structured, step-by-step process. It's particularly useful for organizations that are setting up ServiceNow for the first time or implementing new features and modules. 

Guided Setup allows for task assignment to different team members. This way, multiple administrators or teams can collaborate on the setup process, ensuring that the right person with the right expertise handles specific tasks.

Guided Setup provides visibility into the setup progress. You can easily see which tasks are completed, in progress, or not yet started, and identify areas that need more attention.

Hope this answers your question

[shweta khemani]

Thanks Sandeep. Can you please some references/links/videos which can guide on how to use these guided setups? Also giving details on landing page configurations and if any plugins are required to be pre-installed to work on these setups?

Also I see in the student PDIs none of these setups are configured [we say its important and is the first step to start working on the platform] but the completion % of all the tasks is 0..

Please advice. Thanks

[Sandeep Rajput · Accepted solution]

@shweta khemani Here is a video on configuring HAM using Guided Setup https://www.youtube.com/watch?v=hJbQUJQpbDs 

The required plugins needed to be pre-installed in order for the Guided setup to work seamlessly. Also, you can try and complete tasks associated with the Guided setup and the percentage completion would update accordingly.

Please mark the response helpful and accepted solution if it addresses your question.

[shweta khemani]

Thanks Sandeep, this is helpful but this is on HAM, I am looking specific to HRSD module, HR Guided setup. Also this video has plugin information specific to HAM.

I am still exploring, if you come across any content specific to HRSD Guided setup kindly do share. Thanks for trying.