Configure custom HR services

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Configure your custom HR services in the Standard Ticket page to provide consistent employee experience in the Portal.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Standard Ticket > Standard Ticket Configuration.
      Wichtig:
      By default, the standard ticket configurations are done for the following HR services:
      • sn_hr_core_case_talent_management
      • sn_hr_core_case
      • sn_hr_core_case_payroll
      • sn_hr_core_case_relations
      • sn_hr_le_case
      • sn_hr_core_case_operations
      • sn_hr_core_case_total_rewards
      • sn_hr_core_case_workforce_admin
    2. Select your custom HR service.
    3. On the form, configure the required fields:
      Tabelle : 1. Ticket Configuration form
      Field Description
      Table COE table for which you want to configure the standard ticket page.
      Active Option to specify if the ticket configuration is active.
      Application Application associated with the ticket configuration.
      State field Any field of the task-extended table. By default, this field is mapped to the State field of the task-extended table. Configure the form to add this field.
      Hinweis:
      You cannot add fields for any of the following information:
      • Number
      • Short description
      • Created date
      • Updated date
      • Watch list
      • Any user input such as comments and work notes
      Info Region
      Show 'Description' Scenario where the request description should be displayed. Possible options are:
      • None
      • Always
      • When no variables
      Hinweis:
      When displayed, you can expand and collapse the description.
      Advanced Option to specify that a widget should be displayed in the info region.
      Info widget Widget that should be displayed in the info region. This field appears only when the Advanced check box is selected.
      Hinweis:
      By default, the HRM Case Info widget is used to display the HR case-related information.
      Info widget parameters Comma-separated list of info widget parameters. This field appears only when the Advanced check box is selected.
      Info fields Fields that should be displayed in the info region. This field disappears when you select the Advanced check box.
      Hinweis:
      You cannot add fields for any of the following information:
      • Number
      • Short description
      • Created date
      • Updated date
      • Watch list
      • State
      • Any user input such as comments and work notes
      Action Region
      Action widget Widget to specify the actions available in the info region.
      Hinweis:
      By default, the HR Standard Ticket Actions widget is used.
      Action widget parameters Comma-separated list of action widget parameters.
      Hinweis:
      • By default, two types of tabs are activated and configured: Activity and Attachments type.
      • You cannot duplicate any tab type other than Custom.
      • You can configure a maximum of five tabs.
      • You can add only one of these tab types:
        • Variable Editor (Read-Only)
        • Variable Summarizer
    4. Right-click the header menu and click Save.
    5. On the Tab Configurations related list, configure the fields.
      Tabelle : 2. Tab Configuration form
      Field Description
      Type Tab type based on which a widget is displayed. Possible options are:
      • None
      • Activity
      • Attachments
      • Custom
      • Variable Editor (Read-Only)
      • Variable Summarizer
      Tab name Name of the tab.
      Application Application associated with the ticket configuration.
      Order Order in which the tab should be displayed in the tabs section.
      Visible Conditions for the tab visibility.
      Widget Widget that should be displayed in the tabs section. This field appears only when Custom is selected from Type.
      Hinweis:
      For the Tasks/To-dos tab, by default the HRM Task Parent widget is used. For the Approvers tab, by default the HRM Approval Tab widget is used. For the Attachments tab, by default the HR Standard Ticket Attachments widget is used. This widget also displays employee documents (EDM).
      Widget parameters Comma-separated list of tab widget parameters. This field appears only when Custom is selected from Type.
    6. On the Ticket Configuration form, click Update.