Migrate to Employee Center from Service Portal

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Migrate to the Employee Center portal to provide employees with a unified portal experience.

    Before you begin

    Role required: admin

    About this task

    Procedure

    1. Install Employee Center from Store.
    2. Create a unified taxonomy for catalog items and knowledge articles to implement the unified browsing capability.
      For more information, see Unified Taxonomy for Employee Center.
      Note:
      Copy and modify the default taxonomy that comes with the demo data for your business needs.
    3. Add banner and thumbnail images for each topic.
    4. Ensure all request types are captured in My Request Filters to consolidate request types.
      For more information, see Employee requests page.
    5. Configure tasks using To-dos configuration to include approvals.
      For more information, see Employee tasks page.
    6. Optional: Modify the portal theme.
      For more information, see Customize Employee Center portal theme.
    7. Optional: Use the Email notification layout and template that is shipped with the Employee Experience Foundation (com.snc.sn_ex_emp_fd) plugin to deliver notifications that are consistent.
      For more information, see Use email notification layout.
    8. Navigate to Service Portals > Portals and change the existing portal URL suffix to prevent any breakage of old URL references that an employee has.
    9. If you have any custom built pages, use the page route maps to redirect to appropriate pages of new portal.
    10. If any page in new portal doesn’t have equivalent old portal experience, use page route maps to redirect to appropriate pages or portal landing page.
    11. Install Service Portal Analytics for web analytics.
      1. Navigate to Service Portal > Portals.
      2. Click Employee Center.
      3. Click Create Analytics Settings.
        If analytics are already set up, the button updates to View Analytics Settings