Setting up your Alumni Center
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Summary of Setting up your Alumni Center
The Alumni Center enables communication and engagement with former employees or non-employees through a dedicated ServiceNow portal. It requires specific prerequisite plugins and roles to be activated and configured. This setup guide outlines the necessary steps to activate, configure, and maintain your Alumni Center effectively.
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Prerequisites and Plugin Activation
- Before activating the Alumni Center (snasc) plugin, ensure the following plugins are activated:
- Human Resources Scoped App: Core (com.snhrcore)
- Employee Center (snexsp)
- Explicit Roles (com.glide.explicitroles) - must be activated prior to Alumni Center for segregating external users from internal users.
- Request plugin activation through the standard ServiceNow process if needed.
Roles Installed and Their Purposes
Activating the Alumni Center plugin installs several roles essential for managing and using the Alumni Center:
- Alumni Center admin (snasc.admin): Full configuration access; includes delegated roles like Role Delegator, Skill User, and administrators for live feed, chat, service portal, and catalog.
- Alumni Center manager (snasc.manager): Manages alumni records and import processes; includes roles such as Content Delivery manager.
- Alumni Center Alumni (snasc.alumni): Grants alumni users access to the Alumni Center portal.
- External Alumni Center user (sncexternal): For external user access.
Service Portal Configuration
After upgrading the platform or the Alumni Center Store App, manually update these fields in the Alumni Center – Service Portal record to retain customizations:
- Home page: aschome
- Main menu: Alumni Center Header
- Theme: Alumni Center Coral Theme
Supported Task Types
The Alumni Center supports several base task types for engagement:
- Collect Employee Input
- Checklist
- E-signature (requires HR Core)
- Mark when complete
- Take survey
- Upload documents
- URL and View video tasks
Adding and Managing Content
The Alumni Center uses the same widgets as the HR Service Delivery Employee Center, allowing you to leverage familiar content components. Content can be added and displayed using the Content Publishing feature, and campaigns can be managed using Content Automation.
Bulk Data Loading and User Import
To onboard alumni users in bulk, use System Import Sets. Your import file must include a header and the personal email address for each alumnus. Import data into the Imported Alumni (snascuserimp) table.
- After uploading, transform the import set to move data into staging.
- Review and edit staged alumni records to ensure data accuracy and uniqueness.
- Approve valid records and run the Import Approved Staged to Alumni scheduled job to complete the import process.
This structured setup process ensures your Alumni Center is correctly configured for effective communication and management of your alumni community.
Set up your Alumni Center so you can communicate with your former employees or non-employees.
- Human Resources Scoped App: Core (com.sn_hr_core)
- Employee Center (sn_ex_sp)
For more information on requesting activation of a plugin, see Request a plugin.
To set up Alumni Center, you must request activation for the following: Explicit Roles (com.glide.explicit_roles). The Alumni Center uses this plugin to help segregate external users from internal users.
- Roles installed
- By activating the Alumni Center [sn_asc] plugin, the following roles install and are required to configure your Alumni Center:
- Alumni Center – Service Portal configuration update
- After upgrading the latest platform version or the Alumni Center Store App version, manually update the following three fields in the Alumni Center – Service Portal record to preserve your customizations. These values do not update automatically.
- Home page: asc_home
- Main menu: Alumni Center Header
- Theme: Alumni Center Coral Theme
- Supported task types
- The base system supports the following task types:
- Collect Employee Input
- Checklist
- E-signature (HR core only)
- Mark when complete
- Take survey
- Upload documents
- URL
- View video
- Adding content
- The Alumni Center uses the same widgets as the HR Service Delivery Employee Center. For more information, see Employee Center widget instance options.
- Load data
- To add alumni users in bulk, use System Import Sets. For more information, see Import sets key concepts.
- Transform and edit
- After loading your file:
- Transform your import set so that it moves to staging.
- Go to Staged Alumni to view what was loaded from your file.
- You can edit the loaded users, ensure unique user IDs, or approve if they look valid.
- From the list view of Staged Alumni, click Import All Approved to start the Import Approved Staged to Alumni scheduled job.