I am working with HR Service Delivery (HRSD) and using the HRM To-Dos Summary widget.
I have a use case where:
- An employee needs to sign a document, or
- The employee’s manager needs to complete fields related to an HR case
To implement this, I created an HR Task (Submit Catalog Item / E-Signature type) with the following setup:
- The task is assigned directly to the employee or manager of the subject person
- The user is the subject person or the subject person’s manager
- The user does not have any HR roles (no sn_hr_core.* roles)
In the HRM To-Dos Summary widget:
- The task is included in the To-Dos count
- The task does not appear in the list (the list is empty)
Questions
- Is this behavior by design in HRSD due to HR ACL and COE security?
- What is the recommended and supported way to require an employee or manager to:
- Complete a task after an HR case is created (for example, using a Submit Catalog Item HR task type), or
- Complete an e-signature / document task,
without granting them HR agent roles?
- From a best-practice perspective:
- Should HR tasks ever be assigned directly to employees or managers?
- Or should these actions be surfaced only via Employee Center widgets, guided actions, or deep links, rather than through HR task visibility in To-Dos?
Goal
I want to implement this in a secure and supported way, aligned with HRSD best practices, without exposing HR data or assigning HR agent roles to employees or managers.
