---
sourceDocument: Zurich Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/employee-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Configure

# Configuring Employee Relations {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Set up HR Service Delivery Employee Relations (ER) so that your agents can engage with your employees, answer questions, create ER cases, create related records, and resolve issues.  
To set up ER:

* Activate the required plugins. For more information, see [Activate Employee Relations](https://www.servicenow.com/docs/XPyY~lS97p4bNCulnxofYg#activate-hr-employee-relations "You can activate Human Resources Scoped App: Employee Relations [com.sn_hr_employee_relations] if you have the admin role. This plugin includes demo data and activates related plugins if they are not already active.").
* Configure case restrictions. For details on case restrictions, see [Employee Relations case restrictions](https://www.servicenow.com/docs/NR2W6dHJZ_IMgg1Yy73eKA "Use Case Restriction Configuration to determine what groups and agents can access or restrict ER cases.").
* Create a COE security policy. For information on COE security policies, see [Create a COE security policy](https://www.servicenow.com/docs/W2ygtpEN62A1l3glXrXpBw "Use COE Security Configuration to define group restrictions for a COE and for all or specific HR services under it.").
* Configure allegation types and subtypes. For more information, see [Employee relations allegation types and subtypes](https://www.servicenow.com/docs/qMHOj~~i3khn91ElmYj3Hg "Allegation types and subtypes help you further define an employee relations case.").
* Configure assignment rules. For details on assignment rules, see [Employee Relations assignment rules](https://www.servicenow.com/docs/AVu6LDIEjj6JD94mTRxkqg "HR Service Delivery employee relations assignment rules allow you to automatically assign a group to ER cases when the assignment group is empty.").
* Configure matching rules. For more information, see [Employee Relations matching rules](https://www.servicenow.com/docs/ugSRuvqFXDTU7KH93dLMlg "Because ER cases do not use a subject person, matching rules try to find an agent with the required skills and in the same country where the case was opened to determine case assignment.").
* Set up interview question templates. For information on interview question templates, see [Create an interview question template](https://www.servicenow.com/docs/ZAdgMrGSKugT0fU7QTvgig#hr-er-interview-question-templates "Interview Question Templates provides your agents with a consistent and efficient way to capture answers from interviews.").
* Set up evidence types. For more information, see [Create evidence types](https://www.servicenow.com/docs/R6yEl9WZqdm83KXw8MIGwA#hr-er-evidence-type "Create evidence types to catalog and organize employee relation evidence in an efficient and logical way to enhance your business processes.").
* Configure accommodation types. For more information, see [Create accommodation types](https://www.servicenow.com/docs/Mrc8IScx4e6wOSEwsdV2IQ "Accommodation types help define and categorize accommodation requests.").
* Configure the activity sets and activities in the Performance Improvement plan (PIP) life cycle event. For more information, see [Configure a PIP lifecycle event](https://www.servicenow.com/docs/Wp6oq9d1shs7NRperA37pQ "After a PIP request is initiated by a manager, a structured workflow (a predefined lifecycle event) auto-initiates tasks for a manager, an employee, and an ER agent.").

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Note:  
For additional information on tables and roles installed, see [Components installed with HR Service Delivery Employee Relations](https://www.servicenow.com/docs/XPyY~lS97p4bNCulnxofYg#components-installed-with-hr-er "Several types of components are installed with activation of the Human Resources Scoped App: Employee Relations [com.sn_hr_employee_relations] plugin, including tables, and user roles.").

## Employee Relations catalog items {#hr-er-setting-up__section_x4l_f3z_nsb}

The base system provides the following ER catalog items:

* Accommodation Request
* Report Discrimination
* Report Misconduct
* Performance improvement plan (PIP)
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