HR services
Summarize
Summary of HR services
HR services in ServiceNow represent the requests and assistance HR provides to employees, such as benefits enrollment, direct deposit setup, and relocation requests. These services initiate HR case creation and define the process from request through fulfillment. You can create or modify HR services and configure them for internal use or employee self-service via the HR service catalog and Employee Center.
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HR Centers of Excellence Data Model and Categorization
HR services are organized under HR Centers of Excellence (COEs), which structure HR data, services, and processes by functional discipline. Each COE extends the HR Case table and is further categorized by topic and detail. Proper setup of this categorization is essential before configuring individual HR services to ensure accurate reporting and process management.
Service Configuration Types and Requirements
- Internal Use Only HR Services: Configured with HR service and HR case templates. These services are initiated by HR agents, such as payroll setup or manager-initiated requests, and are not available for employee self-service.
- Employee Self-Service HR Services: Configured with HR service, HR case templates, and HR catalog items (record producers). These services allow employees to directly request services like profile updates or password resets through the Employee Center.
HR Service Catalog Management
The HR service catalog enables employees to browse and request HR services directly from a self-service portal. Managing the catalog involves setting up service categorization and configuring HR catalog items to ensure employees can easily find and request relevant services.
HR Templates and Fulfillment Instructions
- HR Templates: Used to automatically populate fields on HR case or task forms. Templates can be configured for HR services, catalog items, service activities, and lifecycle events, streamlining case creation and management.
- HR Fulfillment Instructions: Provide detailed guidance to HR agents for efficiently completing cases within the HR Service Delivery Agent Workspace and legacy HR Case Management.
HR services are the requests and assistance an HR organization provides its employees, such as benefits enrollment, direct deposit setup, and requests for relocation assistance.
They are the starting point for HR case creation and define the process for that case type, from request to fulfillment. You can create new or modify existing HR services, as well as configure them to be available for internal use only or for employee self-service.
HR Centers of Excellence data model
HR services are categorized under one of the HR Centers of Excellence (COEs), which are part of a data model that organizes HR data, services, and processes by functional discipline. Each COE is an extension of the HR Case [sn_hr_core_case] table, and each COE is further organized by HR topic category and detail. Before you begin configuring the individual HR services, review and set up the categorization structure for them.
HR request to fulfillment process
In determining what HR services to offer, you should consider:
- What are the requests you expect to receive and the services you want to provide?
- How do you plan to report on this data? This affects how you categorize your HR services.
- What information must you collect to fulfill the requests?
- How can the requests be made?
- Phone
- Employee self-service through the HR service catalog
- How is the request ultimately fulfilled?
- HR case form
- Fulfillment instructions
- Approvals
- Tasks
- Child HR services
- Lifecycle events
- Knowledge articles
HR service configuration
HR services are the starting point for HR case creation and define the request to fulfillment process for that case type. The configuration requirements for an HR service depend on whether it is available for internal use only, or if you are allowing the employee to request the service directly from the HR service catalog through a self-service portal such as the Employee Center.
| HR service type | Configuration requirements |
|---|---|
| Internal use only |
|
| Employee self-service |
|
Not all HR services need to be accessible for employee self-service. Some services may only be initiated by HR agents, such as to set up payroll for a new hire. Some services may require the employee to contact HR directly by email or phone, such as when a manager requests a promotion for a direct report. In these cases, the HR case is created internally by the HR agent. HR services intended for internal use only require configuration of the HR service and HR case template. See HR service configuration for more information.
Other HR services, however, may also be initiated by the employee, such as to update an employee profile or to request a password reset. These services are made available as HR catalog items in the HR service catalog. Employees can browse the HR service catalog and make requests directly from a self-service portal such as the Employee Center. HR services intended for employee self-service require configuration of the HR catalog item (also known as a record producer) in addition to the HR service and HR case template. See HR catalog item configuration for more information.
HR service catalog management
The HR service catalog provides employees a catalog of HR services that they can request directly from HR. Employees can access the HR service catalog from a self-service portal such as the Employee Center. You can manage the setup and categorization of the HR service catalog, as well as configure the individual HR catalog items that populate it.
HR template configuration
- HR services
- HR catalog items
- HR service activities
- Lifecycle event activities