HRSD

[ServiceNow40]

How to Design HR Policies and build below example task any idea please guide me 

Balance categories:

basement

crime

Mission

• Design Balance in HRSD

• Define data fields:

Services

Category

Employee history 

• Define escalation

• Define roles:

Employee

HR Agent

ALM (restricted access)

AI Preparation:

• Identify data sources:

HR cases

complaints

Define pattern detection logic (repeat complaints) 

[pr8172510]

Hi,

This looks like a mix of HRSD design + basic AI/analytics setup, so I’ll break it down into a simple, practical approach you can follow.

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1. Design HR Services & Categories

Start with structuring your HR model:

• Create HR Services (e.g., Employee Relations, Payroll, Benefits)
• Under each service, define Categories like:
  • Harassment / Crime
  • Policy Violation
  • General Inquiry

This is done under:

• HR Administration → Services
• HR Administration → Categories

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2. Define Data Fields

Extend your HR Case table (sn_hr_core_case) with required fields:

• Employee history (reference or related list)
• Complaint type / category
• Severity / priority
• Department / location

Use Dictionary to create these fields.

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3. Employee History

You can manage this by:

• Using related lists (past HR cases for same employee)
• Or creating a custom table if you need structured tracking

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4. Define Roles

Typical setup:

• Employee (sn_hr_core.employee) → can raise/view their cases
• HR Agent (sn_hr_core.case_writer) → works on cases
• Restricted roles (like ALM) → use ACLs to limit access to sensitive HR data

Make sure to configure:

• Table ACLs
• Field-level ACLs for sensitive info

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5. Escalation Setup

Use:

• Flow Designer or SLA Definitions

Example:

• If no update in X hours → escalate to HR manager
• High severity complaint → immediate escalation

SLA + Flow is the recommended combo.

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6. AI / Pattern Detection (Repeat Complaints)

For your AI requirement:

Data sources:

• HR Cases
• Complaint categories
• Employee reference

Basic approach:

• Use Performance Analytics or Flow Designer logic to detect:
  • Same employee + same category + multiple cases
• Example condition:
  • Count of cases > 2 in last 30 days

Then:

• Flag as repeat complaint
• Trigger notification or escalation

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7. Advanced (if AI is required)

If you’re using AI features:

• Use Predictive Intelligence for classification
• Or build pattern detection using:
  • Indicators (PA)
  • Scheduled jobs