---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Configure HR case form

# Configure the HR case form for an HR service {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 min. de leitura

Configure the fields that appear on the HR case form for an HR service.

## Antes de Iniciar

Role required: sn_hr_core.admin

## Por Que e Quando Desempenhar Esta Tarefa

This is the form that displays after an HR case is created. Configuration of the HR
case form is a two-part process. First, you add or remove the additional fields on
the HR service form. Second, you configure the HR case form for the HR Center of
Excellence (COE) that the HR service is categorized under.

## Procedimento

1. Add or remove the fields in the HR Service Additional Information related list.
   1. Navigate to HR AdministrationHR ServicesHR Service Configuration.
   2. Open the HR service.
   3. In the HR Service Additional Information related list, fill in the fields as appropriate.  
      {#configure-case-form-for-hr-service__table_zv3_rxh_nfb__entry__2}

      | Field | Description |
      |-|-|
      | Service table fields | Click the lock icon to view the list of available fields from the HR Center of Excellence (COE) that the HR service is categorized under. Select the fields you want to appear on the HR case form for the HR service. For example, the 401(k) retirement plan enrollment inquiry HR service includes the Benefit plan field. Nota: If you added a custom column to an HR COE table, you must create a UI policy action (Visible field is set to False) to hide it from other HR services that use that HR COE table. For example, if you add a custom column to the HR Payroll Case \[sn_hr_core_case_payroll\] table, it appears in all HR services related to this table. The custom column appears even after you add it for a specific HR service. For more information, see [UI policies](https://www.servicenow.com/docs/access?context=t_CreateAUIPolicy&version=australia&pubname=australia-platform-administration&ft:locale=en-US). |
      | Subject person related lists | Click the lock icon to search for a subject person related list you want to appear on the HR case form for the HR service. For example, the 401(k) retirement plan enrollment inquiry HR service includes the Retirement Benefits for Subject Person related list. |
      [Tabela 1. HR service additional information form fields and descriptions]

      {#configure-case-form-for-hr-service__table_zv3_rxh_nfb}
   4. Click Update.
   {#configure-case-form-for-hr-service__substeps_xcs_2hc_lfb}
2. Configure the HR case form for the HR Center of Excellence (COE) that the HR service is categorized under.
   1. Navigate to HR Case ManagementAll HR Cases, and open an HR case that is part of the same COE as the HR service.
   2. In the HR case form header, click the menu icon and navigate to ConfigureForm Layout.
   3. Move the fields that you added to the HR service form to the Selected column.
   4. Click Save.
   {#configure-case-form-for-hr-service__substeps_fty_t2l_4fb}

## HR case form configuration examples {#ariaid-title2}

Examples on how to configure the HR case form for an HR service.  

### Additional fields for 401(k) HR case forms

You are part of an enterprise HR organization using the HR Service Delivery
application. You have several HR services related to 401(k) retirement benefits, and you
want to add several additional fields to the HR case form, specifically the benefit plan and
the list of retirement benefits for the subject person. This way, HR agents can have access
to that information when working on that case type. Configuration of the HR case form for an
HR service is a two-part process:

First, you need to add the fields and/or related lists you want to appear on the HR case
form for that HR service in the HR Service Additional Information
related list.

Second, you need to configure the HR case form for the COE that the HR service is
categorized under. For the 401(k) retirement plan enrollment inquiry HR service, that COE is
HR Total Rewards. Open any HR case for the HR Total Rewards COE. In the HR case form header,
click the hamburger icon and navigate to ConfigureForm Layout. Make sure the additional fields are included under the Selected column.

Once the configuration is complete, HR agents that are working on a 401(k) case will see
the additional fields you added to the HR case form. This enables the HR agent to use the
additional information as they work on the HR case.

### Requesting an e-signature for an HR document template

You are configuring an HR service to request electronic signatures for HR document templates
using [HR e-signature](https://www.servicenow.com/docs/acDsj91gzAsL8MgC4wIKFA "Sign electronic documents from any desktop or mobile device with e-signature. E-signature is a scoped application that enables users to sign managed documents, knowledge articles, or HR document templates with their typed or drawn e-signature, their credentials, or as an acknowledgment."). Unlike managed documents or
knowledge articles, the HR document template that the signatory will sign is selected on the
HR case form. Therefore, you need to add the PDF Template field to
the HR case form for your HR service. This way, HR agents can select the HR document
template that they want the employee to sign when creating that case type.

First, on the HR service form, under the HR Service Additional Information related list, add the PDF Template
field.

Second, create an HR case or open an existing case that is part of the COE that your HR
service is categorized under. On the HR case form header, click the menu icon and navigate
to ConfigureForm Layout. Make sure that the PDF Template field is included
under the Selected column.

Now, when an HR agent requests an electronic signature for an HR document template, the
PDF Template field will appear on the HR case form for that HR
service. This enables the HR agent to select an HR document template, preview it, and
generate it so that the employee can then electronically sign the document.