HR service catalog categorization

HR catalog items in the HR service catalog are organized into categories. The categories define the organizational structure for the catalog so that employees can more easily browse and request the HR services they need.

You can manage the creation or modification of categories in the HR service catalog, as well as assign or remove HR catalog items from a category or assign or remove categories from an HR catalog item.

Nota:

The COEs available to you may differ depending on the HR package you have.

• The categorization of HR catalog items are employee-facing only, and have no relation to the categorization of HR services under the HR Centers of Excellence (COEs) data model.
• If you are creating a new HR service and plan to make it available for employee self-service, see HR catalog item configuration instead. Creating a new HR catalog item automatically creates a corresponding HR service, and you can avoid creating duplicate services.
• If you have an existing HR service that you want to make available for employee self-service, do not create an HR catalog item. (Creating a HR catalog item automatically creates a corresponding HR service.) Instead, see Configure a record producer for an HR service to add the existing service as an HR catalog item in the HR service catalog.
• The Agent Workspace for HR Case Management is highly configurable for HR agents. It supports the same functionality in the Classic HR Service Delivery Agent Workspace.

Create an HR catalog category

Create a new category in the HR service catalog.

Antes de Iniciar

Role required: sn_hr_core.admin

Procedimento

1. Navigate to All > HR Administration > HR Services > Manage HR Catalog.
2. Click New Category.
   
3. Provide the category name and description.
4. Click Submit.

Edit an HR catalog category

Edit an existing category in the HR service catalog.

Antes de Iniciar

Role required: sn_hr_core.admin

Procedimento

1. Navigate to All > HR Administration > HR Services > Manage HR Catalog.
2. Hover over the category you want to edit and click the edit icon.
   
3. Modify the category name, active state, or description as needed.
4. Click Submit.

Assign or remove HR catalog items from a category

Assign or remove one or more HR catalog items from a category in the HR service catalog.

Antes de Iniciar

Role required: sn_hr_core.admin

Procedimento

1. Navigate to All > HR Administration > HR Services > Manage HR Catalog.
2. Select the category you want to assign or remove HR catalog items, and click Assign / Remove Catalog Items.
   
3. Select the HR catalog items to assign and deselect the items to remove.
   
4. Click Save.

Assign or remove categories for an HR catalog item

Assign or remove categories for an HR catalog item in the HR service catalog.

Antes de Iniciar

Role required: sn_hr_core.admin

Procedimento

1. Navigate to All > HR Administration > HR Services > Manage HR Catalog.
2. Select All Catalog Items.
   
3. Locate the HR catalog item you want to assign or remove categories, and open the Categories list.
4. Select the categories to assign and deselect the categories to remove.
   
5. Click Save.