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Set Onboarding ramp up trigger

Theo Lund
Tera Contributor

‎10-08-2025 01:02 AM

Hi,

I'm trying to test out the new 'Generate onboarding ramp-up plan agentic workflow' in HRSD.

 

I'm currently trying to follow the product documentation: https://www.servicenow.com/docs/bundle/zurich-employee-service-management/page/product/human-resourc... 

But getting stuck on the third step. As the record is "read-only based on its protection policy", I cannot activate it. When trying to copy it by insert-and-stay, the record is still protected, so now I have a clone which I also cannot delete. I'm a bit confused here, could anyone please assist?

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RodGallegos
Tera Guru

‎02-04-2026 01:22 PM

I'm curious about this but cannot support since this is not available in a PDI. But what if you create a net new record instead of 'Insert and Stay' and then configure you're new record like the OOB record? Do you mind posting a screenshot?

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