Configure

Australia Employee Service Management
Release
australia
ft:locale
de-DE
ft:publication_title
Australia Employee Service Management
ft:clusterId
emplsm
bundleId
emplsm
workflow
Employee
  • Employee Service Management
  • HR Service Delivery
  • Supporting information for HR Service Delivery
  • Now Assist for HR Service Delivery (HRSD)
  • Explore
  • Supporting information for Now Assist for HRSD
  • Configure
  • Skill inputs and triggers for Now Assist for HRSD
  • RCA approvals for Now Assist for HR Service Delivery (HRSD)
  • Restrict Now Assist capabilities for employee relations cases
  • Customize skills
  • Configure attachment summary
  • Configure resolution notes
  • Extend table support
  • Configure sensitivity detection
  • Configure Gen AI Virtual Agent for HRSD
  • Configure the Now Assist for HRSD Virtual Agent topics
  • Configure HCM AI agents from the HR Service Delivery AI Agent Collection
  • Configure HR AI voice agents
  • Configure Now Assist for HR - Galileo Inside
  • Use agentic workflows
  • Help resolve tuition requests agentic workflow
  • Help resolve tuition reimbursement requests agentic workflow
  • Predict service and transfer HR cases agentic workflow
  • Resolve noncritical HR cases agentic workflow
  • Resolve critical HR case agentic workflow
  • Generate case fulfillment plan
  • Generate onboarding ramp-up plan agentic workflow
  • Set trigger to Employee Center
  • Activate Onboarding ramp-up trigger
  • Activate the associated Now Assist skills
  • Display AI agent output
  • Add Employee Center to the VA display experience
  • Review and edit onboarding ramp-up plans
  • Schedule interviews agentic workflow
  • Create job requisition using AI
  • HR AI voice agents
  • Navigation Assistant AI voice agent
  • HCM AI agents
  • Use generative AI skills
  • Summarize a Virtual Agent interaction
  • Summarize a Sidebar discussion
  • Generate a chat response
  • Generate a knowledge article
  • Generate a knowledge article from multiple cases
  • Generate an email response
  • Summarize an HR case
  • Generate case resolution notes
  • View employee summary reports
  • Summarize actions while transferring an HR case
  • Use Knowledge Graph
  • Use Galileo Inside
  • Use the Now Assist panel
  • Submit an HR request
  • Integrating with ESM Framework
  • Now Assist for HRSD Virtual Agent topics
  • Analyze sentiments
  • Reference
  • Sensitivity detection filters mapping
  • Components installed with Now Assist for HR - Galileo Inside
  • Components installed with voice
  • Hiring Experiences
  • Explore
  • Configure
  • Plan your installation
  • Install Hiring Connector
  • Modify purge policies to clean up data
  • Rules to archive data
  • Cascade rules for cleaning data
  • Integrate
  • ATS integration
  • Send job requisitions to the ATS
  • Create integration flow
  • Upload job requisitions using import sets
  • Import application data
  • Create integration flow
  • Upload job applications
  • Configure Outlook integration
  • Configure Zoom integration
  • Configure Virtual Agent notifications in Microsoft Teams
  • Reference
  • Roles in Hiring Experiences
  • Hiring Core components
  • Hiring Connector components
  • Load data form
  • Properties installed with Hiring Core
  • Notifications in Hiring Experiences
  • Virtual Agent notifications
  • Hiring tab
  • Explore
  • Hiring
  • Configure
  • Install Hiring
  • Configure Hiring
  • Set up field data
  • Customize fields
  • Use
  • Hiring tab
  • Create job requisition
  • Open job requisition with Now Assist
  • Track job requisition
  • Track application record
  • Collaborate with the recruiter
  • View hiring content
  • Create job requisition using AI
  • Recruitment Workspace
  • Explore
  • Recruitment workspace
  • List view in Recruitment workspace
  • Configure
  • Install Recruitment workspace
  • Activate performance analytics job
  • Create assignment groups
  • Configure duplicate fields
  • Enable email view for recruiters
  • Configure hiring task types
  • Map task types
  • Create job description templates
  • Configure approval workflows
  • Customize state workflow
  • Configure application state
  • Modify the re-approval trigger
  • Use
  • Get overview of workload
  • Create job requisitions
  • Add job description
  • Approve job requisition
  • Approval request view on email
  • Track job requisition
  • Send an email from a job requisition
  • Manage hiring team
  • Manage the job requisitions as a recruiter
  • Put a job requisition on hold
  • Withdraw hold on a job requisition
  • Duplicate a job requisition
  • Close a job requisition
  • Reopen a job requisition
  • Submit a job requisition for approval
  • Cancel a submitted approval request
  • Resend a job requisition for approval
  • Open a job requisition in your ATS
  • Tracking an application
  • Hiring tasks
  • Create tasks
  • Collaborate with the hiring manager
  • Task email notifications for recruiters
  • View the Talent Acquisition Dashboard
  • Reference
  • Job requisition state management
  • Application states for the recruiter
  • Applicant task form
  • Components installed
  • Job requisition form
  • Properties installed with Recruitment workspace
  • Task mapping form
  • Talent Acquisition Dashboard
  • Interview Management
  • Explore
  • Configure
  • Install Interview management
  • Create interview invite email template
  • Use
  • Get scheduling preferences from applicants
  • Get scheduling preferences from interviewer
  • View applicant's scheduling preferences
  • View interviewer's scheduling preferences
  • Add interview phase
  • Remove interview phase
  • Schedule an interview
  • Manage interviews
  • Provide interview feedback
  • Share scheduling preferences
  • Managing interviews as an interviewer
  • Provide interview feedback
  • Reference
  • Create new interview phase form
  • Components installed
  • Properties installed
  • Schedule interview form
  • Request scheduling preferences form
  • Share scheduling preferences form
  • Applicant Center
  • Explore
  • Applicant Center
  • Configure
  • Install Applicant Center
  • Configure the email notification state
  • Configure time limited authentication
  • Configure Content Experiences and Quick links
  • Configure applicant survey
  • Configure messaging for the applicant
  • Set up a scheduled job for applicant deactivation
  • Configure pre-hire experience on applicant center
  • Use
  • Access the Applicant Center
  • Applicant Center home page
  • View a job application
  • Share scheduling preferences
  • Select an interview slot
  • Request to reschedule interview
  • Request time slots
  • Tasks in Applicant Center
  • Applicant survey
  • Set accessibility preference
  • Task email notifications for applicants
  • Reference
  • Application states for the applicant
  • Components installed
  • Properties installed
  • Request reschedule form
  • Opportunity Marketplace
  • Explore
  • Internal jobs
  • Best-fit recommendations
  • Gig opportunities
  • Project opportunity
  • Volunteer opportunities
  • Manage owned opportunities
  • Opportunity publishing approval
  • Configure
  • Install Opportunity Marketplace
  • Manage opportunities
  • Manage role applicants
  • Add role applicant
  • Create custom opportunity types
  • Create a custom opportunity type
  • Select or create user criteria
  • Create opportunity details
  • Create custom roles and requirements
  • Use Opportunity Marketplace
  • Share an internal job opportunity
  • Update Job Preferences
  • Create opportunities
  • Create opportunities from Project Workspace
  • Set opportunity preferences
  • View an opportunity match analysis
  • Sign up (apply) for an opportunity
  • Manage job postings
  • View job postings
  • Reference Opportunity Marketplace roles and tables
  • Components installed
  • Extract Skills Foundation data
  • Configure opportunity types
  • Opportunity details
  • Role applicant reference information
  • Form fields for creating opportunities
  • Talent Profile
  • Explore
  • Talent Profile
  • Talent pool
  • Talent pool record view
  • Configure
  • Install Talent profile
  • Set up Talent Definition
  • Opt in to Talent Profile
  • Generate talent profiles
  • Create a talent type
  • Talent Profile management
  • Set up scheduled job
  • Use
  • Create Talent pools
  • Copy talent to pool
  • Remove talent profiles from a pool
  • Delete a Talent pool
  • Create talent profiles
  • Filter talent profiles
  • Add talent profiles
  • Job prospects
  • Copy talent profiles as job prospects
  • Create prospects in job requisitions
  • Add prospects to job requisitions
  • Edit prospects in job requisition
  • Send an email from a talent profile
  • Send an email from a talent pool
  • Email notification for Talent pools
  • Targeted communications
  • Reference
  • Create implementation form
  • Create talent form
  • Components installed
  • Properties installed
  • Talent pool form
  • Talent profile definition form
  • Growth Experiences
  • Talent Development Core
  • Exploring Talent Development Core
  • Career hub overview
  • Aspirations overview
  • Growth plans overview
  • Conversations overview
  • Learning overview
  • Opportunity Marketplace overview
  • Installing and configuring the Talent Development Core app
  • Install the Talent Development Core application
  • Quick start tests for Talent Development Core
  • Run quick start tests for Talent Development Core
  • Administer and maintain the Talent Development Core app
  • Create Talent Development Outcome Types
  • Create Talent Development Activity Types
  • Create Talent Development Core Activity Categories
  • Create Talent Development Activity Templates
  • Create Talent Development Activity Recommendations
  • Set Talent Development Properties
  • Create a Talent Development Core featured growth item
  • Add sample texts to Talent Development related content
  • Add Talent Development Aspirations
  • Add Talent Development Aspirations Types
  • Add Talent Development Interests
  • License Talent Development Core users
  • View Talent Development Core licensed profiles
  • View Growth plans related information in the Now Assist Admin console
  • Achievements and Credentials in Talent Development Core
  • View achievement credential templates
  • Add skill to an achievement template
  • Using the Talent Development Core application
  • Create a growth plan with the help of Now Assist
  • Create a growth plan
  • Edit a growth plan
  • Create a growth plan from an aspiration or main skill
  • Create a growth plan from an aspiration
  • Create a growth plan from discussions
  • View and edit employees' growth plans
  • Create a Talent Development Aspiration
  • View Credly badges
  • Integrate with the Talent Development Core application
  • Talent Development Core application reference
  • Talent Growth Plan reference
  • Talent Outcome Types reference
  • Talent Properties reference
  • Talent Activity Types reference
  • Talent Activity Category reference
  • Talent Aspirations reference
  • Talent Feature growth item reference
  • Talent Activity template reference
  • Talent Sample texts reference
  • Talent Aspiration types form
  • Talent Activity Template Recommendation form
  • Talent Interest form
  • Components installed with Talent Development Core
  • Employee Application Access Criteria reference
  • Skills Foundation
  • Exploring Skills Foundation
  • Skills Workspace
  • Skills import
  • Import skills through file upload
  • Skills import through spoke integration
  • Skills import through SAP spoke integration
  • Dynamic skill import for harmonization
  • Working with job architecture
  • Creating a new role group
  • Add more skills to a role group
  • Edit skills and proficiencies
  • Create related role groups
  • Career tab in Employee Center
  • Selecting a Role specialty
  • Solve the challenge of adoption with Proactive Prompts
  • Pre-seeding employee skills
  • Proactive Prompts for Skills Foundation
  • Configuring Skills Foundation
  • Skills Foundation guided setup
  • Install Skills Foundation
  • Load your custom skills
  • About Job Architecture
  • Load job architecture data
  • Create a job level progression
  • Set the job proficiency level
  • Adding role groups and role levels
  • Adding a job profile
  • Map a role level to employee profile
  • Map industry titles to role levels
  • Adding a skill
  • Add the Career tab in Employee Profile
  • Use a custom tab in Employee Profile
  • Using Skills Foundation
  • Import from resume or LinkedIn profile
  • Add skills during onboarding
  • Update your skill proficiency
  • Add skills using skill recommender
  • Delete skills
  • Validate skills in Manager Hub
  • Skills Foundation Reference
  • Components installed with Skills Foundation
  • Hiring Core
  • Proficiency level autofill configuration form
  • Career Conversations
  • Explore Career Conversations application
  • Career Conversations
  • Install and configure Career Conversations
  • Install Career Conversations
  • Add and manage Talking Points
  • Add Conversations
  • Configure automatic closure of past conversations
  • Set system properties for Microsoft Outlook integration
  • Using the Career Conversations application
  • Create a growth conversation
  • Schedule a growth conversation
  • Schedule a mentoring conversation
  • Schedule a growth plan
  • Update a growth conversation
  • Close a conversation
  • Reopen a closed growth conversation
  • Edit a growth conversation series
  • Now Assist AI Agents for Career Conversations
  • Career Conversations reference
  • Career Conversations Conversations reference
  • Create Suggested Talking Points reference
  • Suggested Talking Points table
  • Components installed with Career Conversations
  • Learning
  • Exploring Learning
  • My Learning
  • Overview tab
  • Discover
  • Activity
  • Achievements
  • Assigned to your team
  • Learning integration with Skills Foundation
  • Install and configure Learning
  • Activate and setup Learning
  • Using My Learning
  • Enroll in a course collection on My Learning
  • Resume a course
  • Create a personal course collection
  • Save courses to your personal collection
  • Create a Learning challenge
  • Complete a learning challenge
  • Restart a learning challenge
  • View recent activity
  • Assign Learning to your team
  • Manage Learning
  • Create a content collection
  • Add course items to collection
  • Define user access to course within a collection
  • Add learning course sections
  • Assign topics to a collection
  • Create internal Learning content
  • Define user access to course within internal learning content
  • Assign topics to internal content
  • View external Learning content
  • Define user access to course within external learning content
  • Assign topics to external content
  • Add associated skills
  • Create a learning library
  • Add course items to learning library
  • Add users to learning library
  • Create a learning task
  • Create an achievement definition
  • Define user access for achievements
  • Add associated skills to an achievement
  • Create user achievements
  • Create an achievement rule
  • Create an achievement rule item
  • Skill sensing for learning content
  • Add skills to a course with skill sensing
  • Configure learning courses for skill sensing
  • Add or discard multiple skills with skill sensing
  • Reporting solutions for Learning
  • Learning admin overview dashboard
  • Learning catalog overview
  • Learning content author overview dashboard
  • Learning reference
  • Collection form
  • Learning internal content form
  • Learning External Content form
  • Learning library form
  • Learning task form
  • Achievement form
  • Achievement rule form
  • Learning course catalog form
  • Life-cycle stages of a content collection in Learning Core
  • Components installed with Learning
  • Career Assessment
  • Exploring Career Assessment
  • Configuring Career Assessment
  • Using Career Assessment
  • Create exam catalogs
  • Define user access for an exam catalog
  • Add exams to a catalog
  • Create an exam
  • Add questions to an exam
  • Add options to a question
  • Add exams to a learning path from Career Assessment
  • View an exam instance
  • View number of exam instance attempts
  • Career Assessment reference
  • Components installed with Career Assessment
  • Exam form
  • Question form
  • Question option form
  • Learning internal content form
  • Exam instance form
  • Exam instance attempt form
  • Mentoring
  • Explore
  • Mentoring home page
  • Configure
  • Create a Mentoring program
  • Add a new Mentoring participant
  • Create a Mentoring relationship
  • Use
  • Enroll as a mentor or mentee
  • Add mentee preferences
  • Search and add skills
  • Add mentor preferences
  • Search for a mentor
  • Edit mentee preferences
  • Edit mentor preferences
  • Request a connection
  • View suggested mentors
  • View match insights
  • View mentoring requests
  • Reference
  • Mentoring relationship form
  • Edit mentee preferences form
  • Mentor preferences form
  • Employee Goals
  • Exploring Employee Goals
  • Employee Goals overview
  • Installing and configuring Employee Goals
  • Install the Employee Goals application
  • Integrations for Employee Goals
  • Using Employee Goals
  • View your employee goals
  • Employee Goals reference
  • Employee Goals table
  • Talent Feedback
  • Exploring Talent Feedback
  • Configuring Talent Feedback
  • Using Talent Feedback
  • Working with Skill feedback in Talent Feedback
  • Working with Skill feedback in Talent Feedback
  • Request skill feedback
  • Request feedback from skill distribution
  • Request skill feedback from skill expectations
  • Request skill feedback
  • View and submit feedback
  • Decline a feedback request
  • View skill feedback submitted
  • View feedback requests
  • Begin a discussion from a Talent Feedback request
  • Using Employee feedback collection AI agent
  • Collect feedback using an agent
  • View consolidated feedback in Manager Hub
  • Create feedback template using survey designer
  • View survey instance
  • Talent Feedback reference
  • Components installed with Talent Feedback
  • Employee Journey Management
  • Journey designer
  • Explore Journey designer features
  • Journey details guided tours
  • Journey overview guided tour
  • Pre-hire experience
  • Installation and configuration overview
  • Install Journey designer version 3
  • Add or repair demo data for applications and plugins
  • Fix Restricted Caller Access (RCA) approval requests
  • Configure Journey designer features
  • Create and configure Journey designer journeys
  • Manage Journey designer user roles
  • Manage Journey designer bulk updates for tasks
  • Remove a task type from bulk update
  • View Journey designer bulk request task records
  • Creating and managing quick links for journeys
  • Create a quick link as an administrator
  • Delete a quick link created by an administrator
  • Update users' permissions for journeys
  • Create and configure Journey designer headers
  • Create and manage Journey types
  • Create and manage plan types
  • Create and manage plan configurations in Journey designer version 1
  • Create plan configurations
  • Create Journey designer plan configuration
  • Assign owners and approvers to a journey configuration
  • Change Journey designer version 2 plan configuration owners or approvers
  • Enable the Now Assist Journey generation skill
  • Create and manage stages
  • Add stage configurations
  • Create a satisfaction score action
  • Creating and managing audience-specific templates
  • Create and manage action plan task templates
  • Manage to-do templates created by managers in Journey designer
  • Recommended learning in journey configurations
  • Task template fields
  • Add or modify recommended learning in the Journey designer app
  • Delete recommended learning in the Journey designer app
  • Configure a solution definition for the journey recommendations
  • Configure Journeys for Now Mobile
  • Initiate a learning task from a lifecycle event
  • Create a learning template
  • Employee Center (EC) homepage journey tabs widget
  • Add Journey designer widget
  • Enable and configure the Pre-hire Experience
  • Deactivate an obsolete Lifecycle Events activity
  • Activate new Lifecycle Events activities
  • Configure the Start onboarding widget
  • Configure the Our culture widget
  • Configure the Getting started resources widget
  • Integrations for Journey designer app
  • Integrating Manager Hub with Journey designer
  • Integrating Microsoft Exchange Online spoke with Journey designer
  • Integrating HR Service Delivery Virtual Agent Conversations app with Journey designer
  • Using Journey designer
  • Plan configuration components
  • Journey designer plan configuration owners
  • Update and publish changes to plan configurations
  • Create and update task templates for plan configurations
  • Add or update stages in a journey plan configurations
  • Journey designer plan configuration approvers
  • Review and approve plan configuration changes
  • Managers, mentors, and employees work with journeys in the Employee Center
  • Journey view for a manager
  • Create a journey
  • Create a journey using Now Assist
  • Activate the Journey Summarization for Managers skill
  • Summarize a journey with Now Assist for HR Service Delivery (HRSD)
  • Cancel Journey Accelerator Journeys
  • Create a task template
  • Add task template to journey
  • Mentors can modify and manage journeys
  • Add, edit, or delete journey quick links
  • Journey view for an employee
  • Employees view and complete journeys
  • Configure task count for your next tasks widget
  • View and update your next tasks
  • Manage Journey designer task updates in bulk
  • Update similar tasks in bulk
  • Send a personal message to journey users
  • Display recommended learning courses
  • Add recommended learning to a journey
  • Journeys on Now Mobile
  • Journey designer dashboards and reports
  • Create and manage Journey designer dashboards
  • Journey overview dashboard
  • Executive journey view dashboard
  • Now Assist Virtual Agent topics for Journey designer
  • Agentic workflows for Journey designer
  • Journey designer reference
  • Journey designer Journey Configuration fields reference
  • Journey designer Model task fields
  • Journey designer version 2 plan configuration fields
  • Journey designer header configuration fields reference
  • Journey designer user permissions reference
  • Journey designer journey template reference
  • Components installed with Journey designer
  • Journey Accelerator
  • Exploring Journey Accelerator
  • Journey Accelerator versions and release compatibility
  • Install and configure Journey Accelerator
  • Verify the Journey Accelerator installation
  • Modify a scheduled job for Publish Journey Accelerator plans
  • Configure action plan access in the Employee Center
  • Update the Employee Center theme
  • Add a Journey Accelerator action plan link to My Active Items list
  • Create an Employee Center activity configuration
  • Add a Journey Accelerator action plan menu to the Employee Center
  • Creating and managing audience-specific Journey Accelerator templates
  • Create and manage Journey Accelerator plan types
  • Enable automatic action plan creation
  • Activate the Create a new action plan for your employee activity
  • Customize and manage Journey Accelerator plan headers
  • Customize field labels in a Journey Accelerator plan header
  • Create and manage Journey Accelerator stages
  • Create and manage action plan task templates
  • Manage to-do templates created by managers
  • Create and manage Journey Accelerator plan configurations
  • Managing existing Journey Accelerator plans created by managers
  • Configure and manage the Action Plan Guided Tour for Journey Accelerator
  • Journey Accelerator integrations
  • Microsoft Exchange Online setup for Journey Accelerator
  • Update system properties for Microsoft Exchange Online in the Journey Accelerator app
  • Working with Journey Accelerator plans
  • Monitor Journey Accelerator plans
  • Create and track plans for your employees
  • Edit existing Journey Accelerator plans
  • Manage action plan to-do tasks and create templates
  • Add or modify an action plan to-do
  • Employees view and complete action plans
  • Mentor employees by using a Journey Accelerator plan
  • Journey Accelerator reference
  • Journey Accelerator task template fields
  • Journey Accelerator Model Task fields
  • Action plan to-do task fields
  • Components installed with Journey Accelerator
  • Lifecycle Events
  • Exploring Lifecycle Events
  • Lifecycle event dashboards
  • Configuring Lifecycle Events
  • Activate Lifecycle Events for Enterprise
  • Activate Lifecycle Events
  • Lifecycle event script includes and APIs
  • Lifecycle Events workflows
  • Migrate Lifecycle Events workflows
  • Using Lifecycle Events
  • Building a lifecycle event
  • Document the lifecycle event process
  • Configure the supporting components for a lifecycle event
  • Configure an owning group for a lifecycle event
  • Configure an activity configuration for a lifecycle event
  • Configure a schedule content template for a lifecycle event activity
  • Configure a lifecycle event
  • Configure a lifecycle event activity set
  • Lifecycle Events evaluation interval
  • View and use the Condition with Event BR (Demo) activity set
  • View and use the Condition with Event BR (Demo) business rule
  • Change the evaluation interval default wait time
  • Configure a Lifecycle Events trigger for activity sets
  • Lifecycle Events activity set trigger types
  • Lifecycle Events activity set progress optimization
  • Lifecycle Events triggers and workflow reference
  • Configure a lifecycle event activity
  • Configure the rescind process for a lifecycle event
  • Configure an HR service for a lifecycle event
  • Configure an HR service for a journey
  • Using the Test Activity Sets tool for a lifecycle event activity set
  • Preview and test a lifecycle event
  • Select a Lifecycle Event for Now Mobile
  • Lifecycle Events employee requests
  • Configure Lifecycle Events employee requests
  • Verify Lifecycle Events Employee requests configuration
  • Create a Lifecycle Events Employee Request from the Employee Center
  • Lifecycle Events logging
  • Enable logging for Lifecycle Events
  • View log entries for a Lifecycle Events case
  • Clone a lifecycle event
  • Create an HR case for a lifecycle event
  • Ad hoc cases and tasks for lifecycle event cases
  • Monitor the status of a lifecycle event case
  • Resume a lifecycle event case
  • Filter lifecycle event activities
  • Support multiple jobs in a lifecycle event
  • Configure the UI of the lifecycle event builder
  • Lifecycle Events reference
  • Lifecycle event properties
  • Components installed with Lifecycle Events for Enterprise
  • Components installed with Lifecycle Events
  • Lifecyle events for enterprise
  • Understanding Lifecyle events for enterprise
  • Install Lifecyle events for enterprise
  • Business roles
  • Configure a business role
  • Update the assign_business_roles_catalog system property
  • Lifecyle events for enterprise integrations
  • Okta integration for new hire onboarding
  • Set up the Okta integration for new hire onboarding
  • Microsoft Entra ID integration for new hire onboarding
  • Set up the Microsoft Entra ID integration for new hire onboarding
  • Sailpoint integration for new hire onboarding
  • Case and Knowledge Management
  • Explore
  • Understanding Case and Knowledge Management
  • Configure
  • Activate plugin
  • Guided setup for HR Service Delivery
  • HR Administration
  • HR properties
  • Configure how HR cases are created
  • Application view of HR catalog
  • HR notifications
  • Add or modify email content for notifications
  • Email notification layout
  • Collect employee input
  • Create an employee form
  • Create HR criteria record
  • HR criteria
  • HR surveys
  • Add or modify an HR survey
  • Add or modify HR survey categories and questions
  • Publish a new HR survey
  • Add a trigger condition for an HR survey
  • Managed lists
  • Add or modify departments
  • Add or modify locations
  • Add or modify employee positions
  • Add or modify employee relationships
  • Add or modify benefit types
  • Add or modify benefit plans
  • Add or modify disciplinary issue types
  • Add or modify disciplinary warning types
  • Add or modify HR systems
  • Add or modify HR report frequencies
  • Add or modify HR report types
  • Add or modify visa categories
  • HR Knowledge Management
  • Create an HR knowledge article
  • Attach knowledge articles to an HR case
  • Knowledge blocks for HR knowledge management
  • HR services
  • HR Centers of Excellence data model
  • HR service categorization
  • Enable or disable an HR Center of Excellence (COE)
  • Configure an HR topic category
  • Configure an HR topic detail
  • Configure COE security policies
  • Create COE security
  • Use COE Security Diagnostics
  • HR service configuration
  • Configure an HR service
  • Configure a service activity for an HR service
  • Configure an approval
  • Configure a task
  • Configure a child HR service
  • Configure the HR case creation form for an HR service
  • Configure HR case form
  • Add a custom column (field) to an HR table
  • Configure an HR case template
  • Configure a record producer for an HR service
  • HR service catalog management
  • HR service catalog categorization
  • HR catalog item configuration
  • Create an HR catalog item
  • Edit the record producer for an HR catalog item
  • Edit the HR case template for an HR catalog item
  • Link knowledge articles or managed documents
  • HR fulfillment instructions
  • Configure HR fulfillment instructions
  • HR templates
  • Configure an HR task template
  • Manage HR roles
  • Remove HR roles from IT Admins
  • Add delegated developer role
  • Manage HR Groups
  • HR skills management
  • Assign an HR skill to a group
  • Add or modify an HR skill
  • Assign an HR skill to a user
  • Add or modify escalation rules
  • Client roles
  • Client role assignment rules
  • HR Service Delivery case assignment
  • Advanced Work Assignment (AWA) for HR Service Delivery
  • Assignment and matching rules in HR
  • Add or modify an HR assignment rule
  • Test an assignment rule
  • Add or modify a matching rule
  • Labor unions
  • Setting up labor unions
  • Create a labor union
  • Create a local chapter
  • Create union contacts
  • Using Labor Unions
  • Create employee union memberships
  • Configure an HR badge
  • Response templates for HR Service Delivery
  • HR synonym dictionary
  • HR security
  • HR chat from lists and forms
  • Manage the HR chat queue
  • Monitor the HR chat queue
  • Create an HR case from a chat
  • Capturing multiple job records for a user
  • Standard Ticket Page view for HR Service Delivery
  • Configure custom HR services
  • Enable the page route map
  • Translations for HR cases and tasks
  • Employee Profile table
  • Activate Employee Profile
  • Components installed with Employee Profile
  • Link generator for HR Service Delivery
  • Add or modify an HR deep link
  • HR flows and triggers
  • Activate an HR flow
  • Employee passport
  • Use HR Case Management
  • Create an HR case
  • Open an HR case to create a Journey Accelerator action plan
  • Request a background check
  • Request an electronic signature through the Docusign service
  • Request an electronic signature through the Adobe Acrobat Sign service
  • Work an HR case
  • View HR case information
  • HR document generation
  • Edit a generated document
  • Secure HR case attachments
  • Sending an email from a case
  • Checklists in HR cases
  • Adding an HR task to an HR case
  • Create Office Space Request Task
  • View HR task information
  • Add adhoc approvers to a case
  • Resubmit an HR case for approval
  • Transfer an HR case
  • Escalate an HR case
  • Suspend and resume an HR case
  • Add special handling notes
  • HR cases for VIPs
  • Creating bulk cases
  • Create a bulk case request
  • Create a user segment group
  • Manage a user group segment
  • HR Profile
  • HR profile editable field configuration
  • HR profile and HR case security
  • Customized profile information
  • Add field security in HR
  • HR profile encrypted tax identification fields
  • Generate HR Profiles
  • Add or modify an HR profile
  • Add or modify contacts for HR
  • Who is covered
  • Add or modify a beneficiary
  • Enroll in a health plan
  • Add or modify Life, AD&D insurance benefits
  • Enroll in the company retirement plan
  • Add or modify disability insurance benefits
  • Add or modify employee union membership
  • Setup or update your direct deposit
  • Request tuition reimbursement
  • Add or modify accommodations
  • HR Dashboards & Reports
  • View Overview Dashboard
  • View Manager Dashboard
  • View HR Case Dashboard
  • Run Reports
  • Available HR reports
  • Evaluate HR survey responses
  • Satisfaction Survey Scorecard
  • HR Service Delivery Process Mining
  • HR Service Delivery integration with Service Portfolio Management and Digital Portfolio Management
  • Adopt CSDM methodology
  • HR Service Delivery and CSDM tables
  • CSDM roles for configurations
  • Create service table configuration
  • Configure CSDM service mappings
  • HR Benchmarks
  • Customizing HR benchmarks
  • Using HR Benchmarks
  • HR Benchmarks KPIs
  • Personal Data Rights in HR Service Delivery
  • Request personal information report
  • Create RTBI report template
  • Generate Personally Identifiable Information (PII) report
  • Request erasure of personal data
  • Reference
  • Components installed
  • Employee Relations
  • Exploring Employee Relations
  • Configuring Employee Relations
  • Activate Employee Relations
  • Employee Relations case restrictions
  • Configure an employee relations case restriction
  • HR for HR Security
  • Create a COE security policy
  • HR services for Employee Relations
  • Employee relations allegation types and subtypes
  • Configure an employee relations allegation type
  • Employee Relations assignment rules
  • Employee Relations matching rules
  • Employee Relations accommodations
  • Create accommodation types
  • Interview Management for Employee Relations
  • Evidence Management for Employee Relations
  • Configure a PIP lifecycle event
  • Using HR Service Delivery Employee Relations
  • Use guided tours
  • Enable guided tours
  • Create an Employee Relations case in Core UI
  • Create an Employee Relations case in Agent Workspace for HR Case Management
  • Create an allegation record
  • Create an involved parties record
  • Using Interview Management
  • Scheduling an interview
  • Schedule an interview in legacy UI
  • Schedule an interview
  • Using Evidence Management
  • Add evidence in legacy UI
  • Add evidence
  • Create a corrective action
  • HR Service Delivery Employee Relations dashboards
  • Employee Relations Performance Analytics Executive Overview
  • Performance Improvement Plan (PIP) service
  • Initiate a PIP request
  • Acknowledge a PIP request
  • Complete PIP assessment
  • Analytics and Reporting Solutions for Employee Relations
  • Activate
  • Configure
  • Dashboard overview
  • Anonymous Report Center (ARC)
  • Setting up the Anonymous Report Center
  • Activate the Anonymous Report Center
  • Using the Anonymous Report Center
  • Anonymously report misconduct
  • Anonymously report discrimination
  • Access an anonymous report
  • Employee Relations integration
  • HR Documents
  • Employee Document Management
  • Exploring Employee Document Management
  • Configuring Employee Document Management
  • Activate Employee Document Management
  • Defining and setting for employee documents
  • Using Employee Document Management
  • Managing employee documents
  • Employee document management bulk imports
  • Locate and transform documents
  • Configuring employee document bulk import
  • Bulk import map examples
  • Correcting employee documents in the staging table
  • Employee Document Management dashboard
  • Reference - Employee Document Management
  • Properties for Employee Document Management application
  • Components installed with Employee Document Management
  • Document Templates
  • Configuring Document Templates
  • Document template categories
  • Document Templates of type HTML
  • Configure an HTML document template
  • Create participants for an HTML document template
  • Insert signatures
  • Variables supported in HTML document templates
  • Add customized variables in a document template
  • Document template scripts
  • Document blocks in Document Templates
  • Create document blocks in Document Templates
  • Create block content in Document Templates
  • Use Localization Framework for Document Templates
  • Document Templates of type PDF (Advanced forms)
  • Configure a PDF document template
  • Define a PDF field mapping
  • Create participants for a PDF document template
  • Mark a signature block
  • Document Templates configurations
  • Using Document Templates
  • Using Document Templates: HR Service Delivery
  • Document tasks generation
  • Using Document Templates: Custom use case
  • Working on a document task
  • Fill and sign a PDF document
  • Sign an HTML document
  • Review a PDF document
  • Resubmit a PDF document
  • Using Guided Tours in Document Templates
  • Reference for Document Templates
  • Frequently Asked Questions (FAQs) on Document Templates
  • HR e-signature
  • Select an HR document template for an e-signature task
  • Migrate HR templates and open tasks
  • HR document templates
  • Migrating from HR Document Templates to Document Templates
  • Configure an HR document template (HTML)
  • Configure an HR PDF document template
  • Add or modify a PDF template mapping
  • Using document types with HR document templates
  • Adding a signature acknowledgment for HR documents
  • Signature pad for HR
  • Activate the Signature Pad plugin
  • Agent Workspace
  • Exploring Agent Workspace for HR Case Management
  • Use Guided Tours in Agent Workspace for HR Case Management
  • Setting up Agent Workspace for HR Case Management
  • Agent Workspace for HR Case Management Guided Setup
  • Install Agent Workspace for HR Case Management
  • RCA approvals in Agent Workspace for HR Case Management
  • UI Builder for Agent Workspace for HR Case Management
  • Create a landing page variant
  • Landing page configuration example
  • Enable a detailed data display within a report
  • Configure quick links in Agent Workspace for HR Case Management
  • Reorder the navigation pane modules in HR Agent Workspace
  • Customize a case record page tab in HR Agent Workspace
  • Configure contextual side panel tabs in Agent Workspace for HR Case Management
  • Page configurations
  • Using Agent Workspace for HR Case Management
  • Lists in Agent Workspace for HR Case Management
  • Create My Lists
  • Create a case in Agent Workspace for HR Case Management
  • Enhance search criteria
  • Create a task for a case using Agent Workspace for HR Case Management
  • Using checklists in HR Service Delivery Agent Workspace
  • Agent Workspace for HR Case Management contextual side panel
  • Using At a Glance in Agent Workspace for HR Case Management
  • Configure the At a Glance panel
  • Using checklists in Agent Workspace for HR Case Management
  • Response templates in Agent Workspace for HR Case Management
  • Using a Response template in an HR case or HR task record
  • Using a Response template in chat
  • Using a Response template in an email
  • Add personal notes
  • Use recommended actions
  • Using the More icon in Agent Workspace for HR Case Management
  • Create a reminder in Agent Workspace for HR Case Management
  • Creating a case from an HR case
  • Transfer a case in Agent Workspace for HR Case Management
  • Copy a case in Agent Workspace for HR Case Management
  • Escalating a case in Agent Workspace for HR Case Management
  • Secure documents
  • Report a knowledge gap from a case in Agent Workspace for HR Case Management
  • View assigned knowledge tasks in Agent Workspace for HR Case Management
  • Add adhoc approvers to an HR case in the Agent Workspace for HR Case Management
  • Templates in Agent Workspace for HR Case Management
  • Create and sign document tasks in Agent Workspace for HR Case Management
  • Edit an HTML document
  • Generate a summary report
  • Sending an email in Agent Workspace for HR Case Management
  • Send an email notification after reassignment
  • Using interactions in Agent Workspace for HR Case Management
  • Create interactions in Agent Workspace for HR Case Management
  • Lifecycle event cases in Agent Workspace for HR Case Management
  • Create a lifecycle event case using Agent Workspace for HR Case Management
  • Using the activity stream in Agent Workspace for HR Case Management
  • Machine learning solutions in Agent Workspace for HR Case Management
  • Auto determination of HR service in Agent Workspace for HR Case Management
  • Auto determination of assignment group in Agent Workspace for HR Case Management
  • Display similar closed cases in Agent Workspace for HR Case Management
  • Working with approvers for a case in Agent Workspace for HR Case Management
  • Add or substitute an approver in a case
  • Add adhoc approvers to an HR case
  • View approval history in Agent Workspace for HR Case Management
  • Customize tab label in Agent Workspace for HR Case Management
  • Customize related lists in Agent Workspace for HR Case Management
  • Customize Activity stream in Agent Workspace for HR Case Management
  • Customize fields in a form in Agent Workspace for HR Case Management
  • Highlight fields in Agent Workspace for HR Case Management
  • Employee Document Management for Agent Workspace for HR Case Management
  • Create or upload employee documents using Agent Workspace for HR Case Management
  • Move employee documents in Agent Workspace for HR Case Management
  • E-signature in Agent Workspace for HR Case Management
  • Using the deep link feature in Agent Workspace for HR Case Management
  • Using chat in Agent Workspace for HR Case Management
  • Working from the agent inbox in Agent Workspace for HR Case Management
  • Viewing SLAs for HR Service Delivery Agent Workspace
  • SMS conversations in HR Service Delivery Agent Workspace
  • Set up HR Service Delivery Conversational SMS service channel
  • Compose an SMS message from a chat in HR Service Delivery Agent Workspace
  • View a special handling note in HR Service Delivery Agent Workspace
  • Create a bulk case request using Agent Workspace for HR Case Management
  • Specify a user segment group for a bulk case request in Agent Workspace for HR Case Management
  • Review users in a user segment group
  • HR Walk-up
  • HR Triaging Dashboard
  • Integration with Contact Center as a Service (CCaaS)
  • Plugin requirements
  • HR interaction wrap up
  • Advanced Knowledge Editor
  • Agent Workspace for HR Case Management reference
  • Create a new case form
  • Page Configurations reference
  • Highlighted value condition form
  • Bulk case request form
  • HR Service Delivery Playbook
  • Exploring HR Service Delivery Playbook
  • Setting up HR Service Delivery Playbook
  • Configure HR Service Delivery playbook card
  • HR Playbook Experience
  • Configure HR Playbook Experiences
  • Configure HR Playbook activity overrides
  • Configure HR Playbook activity actions
  • Using HR Service Delivery Playbook
  • HR Service Delivery Agent Workspace integration with Universal Request
  • Create an HR case
  • Work on an HR case
  • Transfer an HR case
  • Recommended Actions for HRSD
  • Explore
  • Configure
  • Install Recommended Actions for HRSD
  • Configure HR case context
  • Alumni Center
  • Explore
  • Alumni profile
  • Alumni job opportunities
  • Configure
  • Configure alumni creation
  • Properties
  • Add an import set
  • Edit staged users
  • Configure alumni job preferences
  • System notifications
  • Configure
  • Use
  • Register on the Alumni Center website
  • Alumni job preferences
  • Add other employment details
  • Edit personal details
  • Manager Hub
  • Explore Manager Hub
  • Configure Manager Hub
  • RCA approvals for Manager Hub
  • Activate a scheduled job
  • Configure important dates
  • Configure team requests
  • Configure team data
  • Configure team column data
  • Configure team filters
  • Set up View as Direct Reports
  • Configure daily stats
  • Configure to do mappings
  • Configure widgets
  • Use Manager Hub
  • Get your team brief
  • Proactive Prompts for managers
  • Generate team summary
  • Know your team members
  • Set up View as Direct Reports
  • View employee details
  • Get team insights
  • Know your team's skills
  • Skills summary of your team
  • View the skill distribution of your team
  • View employee cards in Skills Expectations section
  • Skill details of an employee
  • Utilize Manager Library
  • Use the Employee Summary Virtual Agent topic in Manager Hub
  • Integrate Manager Hub
  • Reference for Manager Hub
  • Components installed with Manager Hub
  • Campaign configurations for Manager Hub
  • Default configurations for important dates
  • Default configurations for team requests
  • Default configurations for team data
  • Default configurations for team column data
  • Default configurations for filter groups
  • Default configurations for daily stats
  • Default configurations for To do's
  • Default proactive prompts for Manager Hub
  • Use the View menu icon in Manager Hub
  • Assign learning form
  • Create a conversation form
  • Schedule a conversation form
  • Leader Hub
  • Exploring Leader Hub
  • At a glance page
  • Org talent page
  • Team details page
  • Installing and configuring Leader Hub
  • Install the Leader Hub application
  • Configure metrics for employee engagement
  • Configure time range data in tenure widgets
  • Assign a leader or supporter role to a user record
  • Create support relationships
  • Quick start tests for Leader Hub
  • Run quick start tests for Leader Hub
  • Using Leader Hub
  • View north-star and drill-down metrics
  • View team details
  • Use the View menu icon in Leader Hub
  • View skill details
  • View organizations you support
  • Use the Employee Summary Virtual Agent topic in Leader Hub
  • Integrations for Leader Hub
  • Leader Hub reference
  • Leader Hub Metric Configurations table
  • Org Support Relationships table
  • Create a conversation form
  • Schedule a conversation form
  • Federal plugin
  • Set up Federal plugin
  • Using Federal plugin
  • Federal plugin reference
  • Learning Core
  • Exploring Learning Core
  • Learning Core Home page
  • Configuring Learning Core
  • Administration tasks in Learning Core
  • Create a source for a learning system
  • Configure properties for Learning Core
  • Configure a learning system
  • Integrating Learning Core with third-party learning management systems
  • Sources for Learning Core
  • Activate Learning Core flows
  • Managing course and catalog content
  • Create a course catalog
  • Create courses to add to a course catalog
  • Define user access to course catalog
  • Create a content collection
  • Add course items to collection
  • Define user access to course within a collection
  • Add learning course sections
  • Create internal learning content
  • View external learning content
  • Create a learning library
  • Add course items to learning library
  • Add users to learning library
  • Create a learning task
  • Reporting Solutions for Learning Core
  • Learning Core Reference
  • Components installed with Learning Core
  • Course catalog form
  • Learning library form
  • Learning task form
  • Life-cycle stages of a content collection in Learning Core
  • Learning internal content form
  • Learning External Contents form
  • Collection form
  • Workforce Optimization for HR Overview
  • Exploring Workforce Optimization for HR
  • Workforce Optimization for HR Manager Workspace Landing Page
  • Configuring Workforce Optimization for HR
  • Activate Workforce Optimization for HR
  • RCA approvals in Workforce Optimization for HR
  • Workforce Optimization for HR Domain Separation
  • Setting up Scheduling for Workforce Optimization for HR
  • Configure event categories
  • Create event types
  • Configure schedule adherence properties
  • Modify schedule adherence and conformance formulas by using extension points
  • Event type extension points in Workforce Optimization for HR
  • Setting up Teams in Workforce Optimization for HR
  • Create KPI Groups to monitor performance
  • Add managers to a KPI assignment group
  • Setting up Coaching in Workforce Optimization for HR
  • Configure an indicator to display in the Coaching Overview tab in Workforce Optimization for HR
  • Setting up skill prediction in Workforce Optimization for HR
  • Use extension points for skill prediction in Workforce Optimization for HR
  • Configure a list menu to display in the Learning tab in Workforce Optimization for HR
  • Setting up Demand Forecast in Workforce Optimization for HR
  • Configure data collection for Demand Forecast
  • Add parameters to be defined in the formula
  • Configure resource conversion formula
  • Group forecast configuration
  • Modify forecast parameters to visualize forecast data
  • Create a manual adjustment for a forecast
  • Using Workforce Optimization for HR
  • Workforce Optimization for HR Manager workspace
  • Teams in Workforce Optimization for HR
  • Scheduling in Workforce Optimization for HR
  • Create a shift plan
  • Create a work shift
  • Add schedule breaks to a shift
  • Create an on-call shift
  • Create on-call rotation
  • Create a schedule plan
  • Publish a schedule plan for visibility into team coverage
  • Track and manage team schedule
  • Monitor schedule adherence
  • Analyze adherence and conformance
  • Analyze staff alignment using Demand Forecast in Workforce Optimization for HR
  • Add events to a team calendar
  • Swap your agents' shifts in Workforce Optimization for HR
  • Coaching in Workforce Optimization for HR
  • Skills Overview in Workforce Optimization for HR
  • Learning in Workforce Optimization for HR
  • Create a course catalog in Workforce Optimization for HR
  • Create a learning library in Workforce Optimization for HR
  • Create internal learning in Workforce Optimization for HR
  • Access external courses on Workforce Optimization for HR
  • Assign a course item to agents
  • Create a learning path in Workforce Optimization for HR
  • Assign a learning path to agents
  • Create a learning task
  • Workforce Optimization for HR reference
  • Admin Workspace for Service Providers overview
  • Use Guided Tours in Admin Workspace for Service Providers
  • HR Success Dashboard indicators
  • Explore the HR Success Dashboard indicators
  • HR Success Dashboard indicators components
  • Configure HR Success Dashboard indicators
  • Install the HR Success Dashboard indicators
  • Configure the Knowledge Base articles
  • Configure the Virtual Agent topics
  • Run Update formula script for HR Success Dashboard indicators
  • Activate Performance Analytics jobs
  • Measure the performance of the HR implementation
  • Reference
  • KPI definitions and formulas
  • Proactive Prompts
  • Exploring Proactive Prompts
  • Install Proactive Prompts
  • Configuring Proactive Prompts
  • Create a signal
  • Add new prompt header
  • Create a data source
  • Configure delivery channels
  • Configure signal categories
  • Configure signal actions
  • Configure signal schedules
  • Add and configure the prompt widget
  • Using Proactive Prompts
  • Now Assist with Proactive Prompts
  • Opting out of a prompt in Employee Portal
  • Opting out of a prompt in Virtual Agent
  • Proactive Prompts dashboard
  • Reference for Proactive Prompts
  • Components installed
  • Tokens in Proactive Prompts
  • Types of data sources
  • Actions and action groups
  • Signal data source form
  • Signal configuration form
  • HR Service Delivery for mobile
  • Activate HR Service Delivery for mobile
  • Components installed with Now Mobile for HR Service Delivery
  • Configurations for the Now Mobile app for HR Service Delivery
  • Administer Now Mobile
  • Configure a media section for Now Mobile
  • Enable Agent Chat in Now Mobile
  • Hiring manager experience for new hire onboarding
  • HR Multi Instance Integration
  • Explore
  • Domain separation guidelines
  • Configuring HR Multi Instance Integration
  • Import users
  • Configure HR Multi Instance Integration for Provider
  • Activate HR Multi Instance Integration for Provider
  • Configure HR Multi Instance Integration for Consumer
  • Activate HR Multi Instance Integration for Consumer
  • Using HR Multi Instance Integration
  • Using HR Multi Instance Integration for Provider
  • Using HR Multi Instance Integration for Consumer
  • Reference for HR Multi Instance Integration
  • Integration of HR Service Delivery with third-party systems
  • HR Integrations
  • Activate HR Integrations
  • Components installed with HR Integrations
  • Integrating with the First Advantage service
  • Provide source credentials for the First Advantage service
  • Verify integration for the First Advantage service
  • Add background check packages
  • Integrating with the Accurate Background service
  • Provide source credentials for the Accurate service
  • Verify integration for the Accurate service
  • Add background check packages for the Accurate service
  • Integrating with the Sterling Talent Solutions service
  • Provide source credentials for the Sterling service
  • Verify integration for the Sterling service
  • Add background check packages for the Sterling service
  • Integrating with the DocuSign service
  • Configure an HR PDF document template for an ad hoc document
  • Configure an HR PDF document template for a DocuSign template
  • Configure an HR service for the DocuSign integration
  • Integrating with the Adobe Sign service
  • Activate the Adobe Sign spoke
  • Configure an HR PDF document template for an adhoc document
  • Configure an HR PDF document template for an Adobe Sign template
  • Configure an HR service for the Adobe Sign integration
  • Integrating with the CIC Plus service
  • Set up the CIC Plus integration
  • Enterprise Service Management Integrations Framework
  • Setting up ESM framework
  • Create a source in Enterprise Service Management Integrations Framework
  • Create an integration service in Enterprise Service Management Integrations Framework
  • Create transform maps in Enterprise Service Management Integrations Framework
  • Create a subflow using Template Integration Gateway
  • Configure Integration Provider Mapping (Decision table)
  • Using Enterprise Service Management Integrations Framework
  • View tasks of a third-party system
  • View job tracker details
  • Use External Interface to push records into a third-party system
  • Enterprise Service Management Integrations Framework reference
  • Components installed with Enterprise Service Management Integrations Framework
  • Widgets to display tasks from a third-party system
  • Now Assist for HR Service Delivery (HRSD) Virtual Agent topic mapping for Enterprise Service Management Integrations Framework
  • HR Service Delivery Integration with Cornerstone OnDemand
  • Configure
  • Use deep link for HR Service Delivery Integration with Cornerstone OnDemand
  • Configure the flow for HR Service Delivery Integration with Cornerstone OnDemand
  • Configure learning objects
  • Reference for HR Service Delivery Integration with Cornerstone OnDemand
  • Components installed with HR Service Delivery Integration with Cornerstone OnDemand
  • Source for HR Service Delivery Integration with Cornerstone OnDemand
  • HR Integration Services for HR Service Delivery Integration with Cornerstone OnDemand
  • Users for HR Service Delivery Integration with Cornerstone OnDemand
  • Learning objects for HR Service Delivery Integration with Cornerstone OnDemand
  • Status mapping in Cornerstone OnDemand System
  • Transform maps for HR Service Delivery Integration with Cornerstone OnDemand
  • HR Service Delivery Integration with Magnit
  • Explore HR Service Delivery Integration with Magnit
  • Status communication to Magnit
  • Configure HR Service Delivery Integration with Magnit
  • Map Magnit tasks
  • Source for HR Service Delivery Integration with Magnit
  • Activate a schedule flow
  • Reference for HR Service Delivery Integration with Magnit
  • Components installed with HR Service Delivery Integration with Magnit
  • Default entities
  • HR Service Delivery Integration with Workday
  • Configuring HR Service Delivery Integration with Workday
  • Synchronize worker profiles
  • Configure worker profile settings
  • Configure properties for Worker profile synchronization
  • Mapping worker profile fields
  • Integrate Workday professional worker profiles
  • Configure Workday to-dos
  • Activating schedule flows
  • Using HR Service Delivery Integration with Workday
  • Use transform maps
  • View job tracker details from Workday
  • View tasks from Workday
  • Reference - HR Service Delivery Integration with Workday
  • Components installed with HR Service Delivery Integration with Workday
  • Worker profile synchronization limitations
  • HR Service Delivery Advanced Integration with Workday
  • Configuring
  • Set up Total Rewards using Workday
  • Set up plans for Total Rewards
  • Set up sections for Total Rewards templates
  • Set up a template for Total Rewards
  • Legal name change configuration
  • Configure reports HR Service Delivery Advanced Integration with Workday
  • Configure Virtual Agent topics for HR Service Delivery Advanced Integration with Workday
  • Configure HCM AI agents
  • Using
  • Time off request to Workday
  • Time offs
  • Work schedule calendars
  • Holiday calendars
  • Request a time off
  • Change legal name through Virtual Agent
  • Publish the VA topic template for legal name change
  • Report an issue with your payslip
  • Now Assist Virtual Agent topics for HR Service Delivery Advanced Integration with Workday
  • Use HCM AI agents
  • Reference
  • Components installed with HR Service Delivery Advanced Integration with Workday
  • Subflow-agent mapping for HR Service Delivery Advanced Integration with Workday
  • HR Service Delivery Integration with Workday Learning
  • Configure HR Service Delivery Integration with Workday Learning
  • Activate schedule flows
  • Synchronize workday learning users
  • Using HR Service Delivery Integration with Workday Learning
  • View user activity for Workday Learning
  • View track approval for Workday Learning
  • Use transform maps
  • Import set tables in HR Service Delivery Integration with Workday Learning
  • HR Service Delivery Integration with Workday Learning todos staging
  • HR Service Delivery Integration with Workday Learning user course activity staging
  • Reference HR Service Delivery Integration with Workday Learning
  • Components installed with workday learning
  • Edit a record in HR Service Delivery Integration with Workday Learning
  • Workday learning todos staging form
  • Workday learning user course activity staging form
  • HR Service Delivery integration with Oracle Cloud HCM
  • Configuring HR Service Delivery integration with Oracle Cloud HCM
  • Configure properties
  • Activate schedule flows
  • Using HR Service Delivery integration with Oracle Cloud HCM
  • Mapping entity profile fields
  • Run a scheduled job
  • Reference - HR Service Delivery integration with Oracle Cloud HCM
  • Components installed with HR Service Delivery integration with Oracle Cloud HCM
  • Transform maps for HR Service Delivery integration with Oracle Cloud HCM
  • HR Service Delivery Advanced Integration with Oracle HCM
  • Components installed with HR Service Delivery Advanced Integration with Oracle HCM
  • Configure total rewards in HR Service Delivery Advanced Integration with Oracle HCM
  • Configure holiday calendars in HR Service Delivery Advanced Integration with Oracle HCM
  • Configure Virtual Agent topics for HR Service Delivery Advanced Integration with Oracle HCM
  • Configure HCM AI agents
  • Submit a time off balance query in HR Service Delivery Advanced Integration with Oracle HCM
  • Submit a direct deposit query in HR Service Delivery Advanced Integration with Oracle HCM
  • Report a payslip issue in Oracle HCM
  • HR Service Delivery Portal UI Components
  • Now Assist Virtual Agent topics for HR Service Delivery Advanced Integration with Oracle HCM
  • Use HCM AI agents
  • Subflow-agent mapping for HR Service Delivery Advanced Integration with Oracle HCM
  • HR Service Delivery Integration with SuccessFactors
  • Configuring HR Service Delivery Integration with SuccessFactors
  • Activating schedule flows
  • Configure pull todos
  • Configure push todos
  • Enable push todos flow
  • Configure Virtual Agent topics for HR Service Delivery Integration with SuccessFactors
  • Configure HCM AI agents
  • Configure HR Service Delivery Integration with SuccessFactors properties
  • Using HR Service Delivery Integration with SuccessFactors
  • View job tracker details
  • View to dos
  • Use transform maps
  • Field mappings
  • Now Assist Virtual Agent topics for HR Service Delivery Integration with SuccessFactors
  • Use HCM AI agents
  • HR Service Delivery Integration with SuccessFactors reference
  • Components installed with HR Service Delivery Integration with SuccessFactors
  • Subflow-agent mapping for HR Service Delivery Integration with SuccessFactors
  • Source for HR Service Delivery Integration with SuccessFactors
  • HR Service Delivery with Ultimate Kronos Group
  • Configuring HR Service Delivery with Ultimate Kronos Group
  • Set up symbolic periods
  • Set up accrual codes
  • Train the NLU model
  • Subflows
  • Reference - HR Service Delivery with Ultimate Kronos Group
  • Components installed with HR Service Delivery Integration with Ultimate Kronos Group
  • Document Template integration with AdobeSign
  • Components installed with Document Template integration with AdobeSign
  • Configure document templates for Adobe Sign
  • Create adobe sign groups
  • Document Template integration with Docusign
  • Components installed with Document Template integration with Docusign
  • Configure Document Templates for DocuSign
  • Employee Relations integration with Navex Ethicspoint
  • Components installed with Employee Relations integration with Navex Ethicspoint
  • Set up Employee Relations integration with Navex Ethicspoint
  • Configure properties
  • Map fields
  • Source for Employee Relations integration with Navex Ethicspoint
  • Transform maps
  • HR Service Delivery for Healthcare
  • Explore HR Service Delivery for Healthcare
  • Configure HR Service Delivery for Healthcare
  • Using HR Service Delivery for Healthcare
  • Customize Healthcare Employee Onboarding workflow
  • Request onboarding journey
  • Healthcare Professional data model
  • HR Service Delivery for Healthcare reference
  • Installed with HR Service Delivery for Healthcare
  • Healthcare professional profile form
  • Professional ID form
  • Professional liability Insurances form
  • Professional reference form
  • Professional speciality form
  • Malpractice history form
  • Education and Training form
  • Practice location form
  • Employment history form
  • Languages Spoken form
  • Hospital Affiliations form
  • Payers Enrollment form
  • Healthcare Employee Onboarding form
  • Integration of HR Service Delivery with ServiceNow applications
  • Universal Request for HR Service Delivery
  • Custom configurations in Universal Request
  • Create an HR case from Universal Request
  • Work on an HR case of Universal Request
  • Transfer an HR case in Universal Request
  • Creating a universal request from an HR case
  • Configure field mappings
  • Create associated tickets from an HR case
  • AI Search for HR Service Delivery
  • Virtual Agent for HR Service Delivery
  • Performance Analytics for HR Service Delivery
  • Viewing HR Performance Analytics Scoped
  • HR Performance Analytics Scoped solutions
  • Human Resources agent dashboard
  • Human Resources manager dashboard
  • HR Onboarding Executive dashboard
  • User Experience for HR Service Delivery
  • Machine learning solutions for HR Service Delivery
  • Auto-case creation from an email
  • Configure the HR solution definition and domain
  • Test an HR solution prediction
  • Auto determination of HR service
  • Manually train the HR predictive model
  • Auto determination of assignment group
  • Discovering knowledge articles and catalog items for employees
  • Discovering similar knowledge articles for HR cases
  • Discover similar closed cases
  • Displaying related knowledge articles for completing tasks
  • HR Predictive Intelligence Workbench
  • HR Predictive Intelligence Workbench administration
  • Activate HR Predictive Intelligence Workbench
  • Components installed with HR Predictive Intelligence Workbench
  • HR Predictive Intelligence Workbench notifications
  • Create an HR Predictive Intelligence Workbench user group
  • HR Predictive Intelligence Workbench implementation
  • HR PIWB template: Auto-categorize email cases
  • HR PIWB template: Predict the HR service for incoming cases
  • HR PIWB template: Predict the assignment group for incoming cases
  • HR PIWB template: Predict knowledge case clusters and demand insights
  • HR PIWB template: Predict knowledge gaps and insights
  • HR PIWB template: Predict knowledge for HR case resolution
  • HR PIWB template: Recommend similar cases by employee profile
  • HR PIWB template: Predict knowledge for HR task completion
  • HR PIWB template: Recommend similar cases
  • HR PIWB template: Recommend estimated time to resolve
  • Estimated time to resolve HR cases
  • Viewing ETTR predictions
  • ServiceNow Voice for HR Service Delivery
  • ServiceNow Vault for HR Service Delivery
  • Setting up ServiceNow Vault for HR
  • Classify HR data
  • Employee Center with HR Service Delivery
  • Domain Separation and HR Service Delivery
  • Guidance for proper HR Service Delivery domain separation
  • Issue Auto Resolution for HR
  • Explore
  • AI Search assist for general HR inquiries
  • Configure
  • Use
  • Simplifying authentication experience
  • Time Limited Authentication Properties form
  • Using agent feedback
  • Enhancing search results
  • Dashboard
  • Quick start tests for HR Service Delivery
  • Run quick start tests for HR
  • HR Service Delivery
  • Unified Employee Experience
  • Employee Center
  • Exploring Employee Center
  • Service Portal versus Employee Center application
  • Employee Center for IT Service Management
  • Configuring Employee Center
  • Admin configurations
  • Employee Center plugins
  • Employee Center roles
  • Migrate to Employee Center from Service Portal
  • Install Employee Center
  • Post installation troubleshooting
  • Run fix-script for RCA approvals
  • Run fix scripts to update Employee Center
  • Customize Employee Center portal theme
  • Modify email notification layout
  • Enable support for right-to-left languages
  • Employee Center global header
  • Add more menu items
  • Enable or disable global header options
  • Configure widget heading levels for accessibility
  • Footer configuration
  • Configure the footer
  • Configure the footer menus
  • Footer form
  • Footer Menus form
  • Employee live chat overview
  • Portal performance optimization
  • High-traffic experience
  • Modify homepage banner instance for high-traffic
  • Defer load in Employee Center
  • Modify defer load instance option
  • Setup Employee Center browse experience features
  • Unified Taxonomy for Employee Center
  • Clone taxonomy for employee content
  • Create taxonomy
  • Create and associate topics
  • Create a child topic
  • Associate connected content to a topic
  • Associate content categories to topics
  • Associate content from catalog categories to a topic
  • Associate featured content to a topic
  • Associate a quick link to a topic
  • Associate learning content to a topic
  • Associate Guided Self-Service Process to a topic
  • Enable translated topic path updates
  • Enable user criteria for topics
  • Taxonomy and connected content
  • Manage connected content from topic pages
  • Run the scheduled job for content association
  • Enable connected content autosync system property
  • Check for updated content in categories
  • Manage outdated connected content
  • Run the scheduled job for outdated content
  • Dynamic topic pages
  • Configure additional permission levels for topic management
  • Customize topic pages with various templates
  • Translated Knowledge Base article attachment behaviour
  • Add all translated Knowledge Base articles after an upgrade
  • Search on the topic pages
  • Connect content to topic pages with the topic list selector
  • Mega menu configuration
  • Add menu items to primary navigation
  • View quick links on the mega menu
  • Configure Mega menu async load system properties
  • User portal data map
  • Get support
  • Configure static content
  • Advanced Portal Navigation
  • EC Information architecture
  • Configure advanced portal navigation
  • Configure advanced portal navigation order
  • Simplified Navigation
  • Configure simplified left navigation
  • Guided Self-Service in Employee Center
  • Configure Guided Self-Service
  • Build a visual flow for Guided Self-Service
  • Guided Self-Service Usage Insights
  • Modify the Guided self-service widget display
  • Cross-channel favorites
  • Configure favorite content type
  • Configure favorite content type on Mobile
  • Configure favorites option
  • Disable favorites
  • Remove favorites
  • Modify the my favorites widget display
  • Recommended for you
  • Configure the Recommended for you
  • Modify the Recommended for you widget display
  • Featured content
  • Featured Content form
  • Quick links
  • Create a quick link
  • Assign topics to a quick link
  • Restrict access to a quick link
  • Create an external link
  • Grant or restrict access to an external link
  • Modify the Quick links widget display
  • Employee Center browse experience widgets
  • Popular topics widget
  • Modify the topic header widget display
  • Modify the topic content widget display
  • Modify the sub-topics widget display
  • Setup search experience
  • AI Search for Curated Experiences
  • Improved search functionality
  • Configure search by the topic facets
  • Configure search source when AI search is disabled
  • Enable Now Assist genius results
  • Personalized Answers on Employee Center
  • Setup task management
  • Action framework
  • Configure actions
  • Configure action group
  • Configure action types
  • Update approvals action group
  • Modify the Employee Profile action group
  • Browser Extension for Employee Center
  • Configure browser extension sites
  • Set up browser policies
  • Set up Now Assist search in Browser Extension for Employee Center
  • Employee requests page
  • Create or modify a request filter
  • Enhanced Requests Experience
  • Set up request sources
  • Set up the Requests filter definition
  • Set up the Requests filter configuration
  • Set up the Requests filter condition
  • Opt in to the enhanced Enhanced Requests Experience
  • My active items widget configuration
  • Perform a basic activity configuration
  • Provide basic activity configuration details
  • Perform an advanced activity configuration
  • Restrict access to an activity
  • Modify Active items widget display
  • Notifications for Employee Center
  • Configure notifications for portal
  • Configure notification content for portal
  • Configure notification triggers
  • Employee tasks page
  • Employee to-dos approval roles
  • Create or modify to-dos
  • Enable prioritization by filter
  • Configurable task filters
  • Configure filter conditions
  • Create filters or filter groups
  • Configure filter categories
  • Employee profile
  • Create an active employee definition
  • Opt in to the employee profile
  • Configure the Employee Profile header
  • Employee Profile Header Configuration form
  • Configure the Employee Profile overview widget
  • Overview section form
  • User Criteria output
  • Modify the employee profile widget display
  • Update the Employee Profile banner and profile images
  • Manage profile tabs and visibility in Employee Profile
  • Configure Employee Profile for a portal
  • Employee Profile form
  • Employee Profile portal configuration form
  • Employee Profile upgrade scenarios
  • Add other manager relationships for an employee
  • Add an Employee Profile page bio in the upgraded section
  • Manage the employee profile AI and ML model
  • Manually train the employee profile predictive model
  • Updates for the Employee Profile HR widget
  • Preferences widget for Employee Profile
  • Quick start tests for Employee Center
  • Run quick start tests for Employee Center
  • Using Employee Center
  • Use the Employee Center topic pages
  • Topic managers and contributors for topic page management
  • Use the My To-dos page
  • View advanced portal navigation
  • Use approval experience
  • Manage approvals from Microsoft Teams
  • Manage approvals from a Microsoft Outlook email
  • Task filters on My tasks
  • View the Recommended for you content
  • Use Employee Center from Zoom
  • View employee profile
  • Use Personalized Answers
  • Employee Profile org chart widget
  • RTL support for Employee Center
  • Manage favorites
  • Access applications from App Launcher
  • Use Guided Self-Service
  • Employee Center reference
  • Activity Configuration form
  • Activity Configuration Detail form
  • Approvals experience reference
  • Connected Content form
  • Default Employee Profile Header Configuration record
  • Employee Center widgets
  • Employee Profile form
  • Employee Profile Header Configuration form
  • Employee Profile portal configuration form
  • Employee Profile upgrade scenarios
  • Enhanced Requests Experience forms
  • Request source form
  • Request filter definition form
  • Request filter configuration form
  • Request filter condition form
  • External Link form
  • Featured Content form
  • Footer form
  • Footer Menus form
  • Guided Self-Service reference
  • Menu Item form
  • Overview section form
  • Portal notification configuration form
  • Portal notification content form
  • Trigger conditions form
  • Quick Link form
  • Tab widget mapping form
  • Taxonomy form
  • Topic form
  • User Criteria form
  • User Criteria output
  • Schedule appointment form
  • Location Consent form
  • Website configuration form
  • Employee Center for IT Service Management
  • Exploring Employee Center for ITSM
  • Configuring Employee Center for ITSM
  • Using Employee Center for ITSM
  • Employee Center Pro
  • Exploring Employee Center Pro
  • Configuring Employee Center Pro
  • Admin configurations
  • Upgrading to Employee Center Pro
  • Install Employee Center Pro
  • Upgrade to Employee Center Pro from Employee Service Center (HR)
  • Employee Center Pro plugins
  • Activate Content Experiences
  • Activate Content engagement
  • Activate Content Publishing
  • Activate Content Governance
  • Employee Center Pro roles
  • Enhanced chat in Employee Center
  • Setup search experience
  • AI Search for Curated Experiences
  • Improved search functionality
  • Configure search by the topic facets
  • Configure search source when AI search is disabled
  • Configure search navigation tabs
  • Configure click-rank search relevance
  • Configure topic search filter
  • Setup task management
  • My active items widget configuration
  • Perform a basic activity configuration
  • Provide basic activity configuration details
  • Perform an advanced activity configuration
  • Restrict access to an activity
  • Modify Active items widget display
  • Approvals hub
  • Enable task configuration for approvals
  • Approval hub integrations
  • Approvals hub integration with SAP Concur
  • Manage approvals from SAP Concur
  • Populate SAP Concur report and metadata
  • Use task configuration for SAP Concur approvals
  • Approvals hub integration with Workday
  • Fetch Workday reports
  • Configure Workday to-dos
  • Use task configuration for Workday approvals
  • Configure E-signature for approvals
  • App Launcher
  • Sync your applications from Microsoft Entra ID
  • App launcher integration with Okta
  • Register custom web applications with app launcher
  • Configure application visibility and access
  • Assign topics to web applications
  • Modify app launcher widget display
  • App launcher Usage Insights
  • Organization chart in Employee Center Pro
  • Configure eligible users for org chart
  • Configure card settings for org chart
  • Update the report count based on eligible users
  • Modify the org chart widget display
  • Appointment Booking
  • Opt in to unified appointment booking
  • Create an appointment reason
  • Configure appointment communication
  • Map category and reasons to a location
  • Configure feedback for appointment booking
  • Configure page routing for appointment booking
  • Setup employee communications
  • Content engagement
  • Configure a custom reaction
  • Video hosting integrations framework
  • Configure content provider and mapping
  • Configure a video authorization
  • Configure video content search
  • Configure content rendering parameter
  • Content templates
  • Create a Content template
  • Content Ownership
  • Assign ownership of content
  • Assign ownership of an audience
  • Assign ownership to a portal page
  • Assign ownership to a topic
  • Reusable components
  • Add content destination
  • Audiences
  • Create an audience
  • Create a content category
  • Configure employee communications widgets
  • Modify the Featured News widget
  • Modify the News feed widget
  • Modify the Content Experiences widget
  • Modify banner width options
  • Configure Localization Framework for Content Publishing
  • Configuring translation for Content Publishing after upgrade
  • Add or modify content type for Content Publishing
  • Setup continuous improvement
  • Integrated experience and service feedback
  • Set up the feedback configuration
  • Set up the feedback definition
  • Configuring feedback for Virtual Agent
  • Integrated service and experience feedback management
  • Modify the experience flow feedback widget
  • Modify the workflow feedback widget
  • Feedback Analytics dashboard
  • Usage Insights dashboard
  • Content Analytics
  • Activate Content Analytics
  • Activate a tracking profile
  • Create a Content Analytics tracking profile
  • Set up Content Analytics tracking
  • Quick start tests for Employee Center Pro
  • Managing portal performance
  • Portal performance optimization
  • Improve portal load time with asynchronous loading
  • Improve the image load time on Employee Center
  • View widget performance metrics
  • Add hotspots to track custom widget performance
  • Authoring and managing employee communications
  • Creating employee communications
  • Microsites
  • Create rich content
  • Create and edit content from portal widgets
  • Add predefined content layouts with the Rich Content Editor
  • Add columns with the Rich Content Editor
  • Add a Divider with the Rich Content Editor
  • Add an Image with the Rich Content Editor
  • Add a Video with the Rich Content Editor
  • Add Text or a Text section with the Rich Content Editor
  • Add a Button with the Rich Content Editor
  • Add a Link or Link block with the Rich Content Editor
  • Add a List with the Rich Content Editor
  • Add Tabs with Rich Content Editor
  • Add an Accordion with Rich Content Editor
  • Add a Table with Rich Content Editor
  • Editing source code in the Rich Content Editor
  • Copy and Paste in the Rich Content Editor
  • News articles
  • Create a news article
  • Create a news article template
  • Publishing news articles
  • Hide News and Events from the Mega Menu
  • Company events
  • Create a company event
  • Publishing company events
  • Workplace Service Delivery Integration
  • Create Company Event with Workplace Service Management
  • Company Event Troubleshooting
  • Attendee List and RSVP for company events
  • Portal content
  • Create customized media with styled content
  • Create video content
  • Create URL content
  • Create image-based link content
  • Create events content
  • Create banner content
  • Create rich text content
  • Create calendar content
  • Add or modify links to other content sources
  • Add or modify block content
  • Notification content
  • Create email, SMS, or push notification content
  • Mobile content
  • Create mobile banner content
  • Create mobile text card content
  • Create or edit mobile video content
  • To-do content
  • To-do links on Employee Center Pro
  • Create to-do content
  • Pulse survey content
  • Create pulse survey content
  • Create a pulse question
  • Employee Forums
  • Add or modify forum content
  • Content versioning
  • Checkout published content
  • Publishing content
  • Scheduling the delivery of content
  • Create a publish plan for your content
  • Multilingual support in the Content Library
  • Creating campaigns
  • Create a campaign
  • Campaign bundle triggers
  • Create campaign stages with Content Experience Builder
  • Create a campaign stage with to-do trigger
  • Create a campaign stage with immediate trigger
  • Create a campaign stage with recurring trigger
  • Create a campaign stage with dynamic trigger
  • Create a campaign stage with condition trigger
  • Add content to a campaign using Content Experience Builder
  • Campaign preview
  • Preview your portal
  • Preview single content
  • Analyzing your campaign for effectiveness
  • Create campaign success goals
  • View campaign targets
  • Create a campaign
  • Create content for a campaign
  • Create campaign bundles/stages
  • Editing a published campaign
  • Managing content requests
  • Requesting content
  • Tracking content requests
  • Assign content request to content creator
  • Add or remove content approvers
  • Creating content through Content Governance
  • Previewing and approving a content request item
  • Understand the Content Operations dashboard
  • Using Employee Center Pro
  • Use the integrated experience and service feedback
  • Resolve a feedback task
  • Feedback task notification
  • Schedule an appointment
  • Manage your appointments
  • Employee Center Pro reference
  • Block content form
  • Campaign overview and Campaign analytics dashboards
  • Components installed with Employee Center Pro
  • Components installed with Content engagement
  • Components installed with Content Experiences
  • Components installed with Content Publishing
  • Components installed with Content Governance
  • Components installed with Content Analytics
  • Content Analytics dashboards
  • Content engagement dashboard
  • Content Library Overview dashboard
  • Employee Center Pro widgets
  • Feedback configuration form
  • Feedback definition form
  • Link content form
  • Notification content form
  • Properties installed with Content Experiences
  • Properties installed with Content Governance
  • Properties installed with Content Publishing
  • Standard banner and icon sizes
  • To-do content form
  • Now Assist for Employee Center Pro
  • Explore
  • Configure
  • Employee Center Integrations
  • Now Mobile experience for Employee Center
  • Integrated service and experience feedback in Now Mobile
  • Recommended for you in Now Mobile
  • Search topic content in Now Mobile app
  • News in Now Mobile
  • Now Assist genius results in Now Mobile
  • Configuring Employee Center for mobile
  • Next Experience theme for Now Mobile
  • Employee profile for Now Mobile
  • Upgrade search redirection to the new Now Mobile profile page
  • Configure Now Mobile Home page
  • Configure My items
  • Configure Quick links for Now Mobile
  • Popular topics in Now Mobile
  • Approvals in Now Mobile
  • Enhanced Requests Experience on Now Mobile
  • Workday approvals in Now Mobile
  • Configure Workday approval functions for Now Mobile
  • Configure mobile content
  • For mobile banner
  • For mobile text card
  • For mobile video
  • Configure content roll-up on topics for Now Mobile
  • Manage taxonomy for Now Mobile
  • Update search configurations
  • Employee Center Pro Kiosk
  • Employee Center Pro Kiosk benefits
  • Configure Employee Center Pro Kiosk
  • Schedule in Employee Center Pro Kiosk
  • Customize data display in Kiosks
  • Customize the schedule widget
  • Time off balances in Employee Center Pro Kiosk
  • Customize the time off widget
  • Customize Employee Center Pro Kiosk widgets
  • Modify the Upcoming shift widget display
  • Modify the Time off widget display
  • Modify Send to self widget display
  • Modify the Browse help content widget display
  • Modify the Support resources widget display
  • Configure the mail and SMS send to self
  • Integrate with the UKG spoke
  • Receive employee data from UKG to the Employee Center Pro Kiosk
  • Use Employee Center Pro Kiosk
  • Employee Profile integration with Microsoft Teams
  • Disable Microsoft Teams status view
  • Employee Center for Microsoft Viva Connections
  • Integrating Employee Center for Microsoft Viva Connections
  • Install Employee Center for Microsoft Viva Connections application
  • Configuring Employee Center for Microsoft Viva Connections
  • Authorize Employee Center for Microsoft Viva Connections
  • Update the Microsoft Teams application ID
  • Allow cross-domain requests to REST APIs
  • Managing Employee Center for Microsoft Viva Connections
  • Download the Microsoft Viva solution package
  • Deploy the Microsoft Viva integrations package in Microsoft SharePoint
  • Enable the display of the Microsoft Viva card in Microsoft SharePoint
  • Employee Center for Microsoft Viva Connections reference
  • Microsoft Viva integrations card properties
  • Employee Center for Zoom
  • Set up a custom portal
  • View connected Zoom accounts
  • Connect your Zoom account to a different ServiceNow instance
  • Change existing Zoom account connection
  • Moveworks for Employee Center
  • Getting started with Moveworks for Employee Center
  • Install Moveworks for Employee Center app from store
  • Upload Java KeyStore certificate
  • Configure bot ID and AI assistant
  • Use Moveworks on employee portal
  • Moveworks for Employee Center reference
  • Now Mobile app
  • Now Mobile app demo
  • Configuring Now Mobile
  • Configure a personalized greeting
  • Configure My Requests to track open records
  • AI Search in mobile
  • Configure AI Search for mobile devices
  • Customize AI Search results
  • Add AI Search to a launcher screen
  • Define people search as inactive
  • Configure catalogs
  • Configure knowledge bases
  • Configure Siri shortcuts for Now Mobile
  • Add a quick action in your mobile applications
  • Enable Live Agent in the Now Mobile app
  • Populate search suggestions in the mobile apps
  • ServiceNow Add-in for Microsoft 365
  • Exploring ServiceNow Add-in for Microsoft 365
  • Configuring ServiceNow Add-in for Microsoft 365
  • Install the ServiceNow Add-in for Microsoft 365
  • Create a manifest file
  • Configure single sign-on for ServiceNow Add-in for Microsoft 365
  • Upload a manifest to the Microsoft admin center
  • Map email fields to a catalog item
  • Map email fields to a form
  • Using ServiceNow Add-in for Microsoft 365
  • Get a custom add-in for Microsoft Outlook
  • Raise a request using the ServiceNow Add-in for Microsoft 365
  • ServiceNow Add-in for Microsoft 365 reference
  • Components installed with ServiceNow Add-in for Microsoft 365
  • Office Manifest form
  • Office Control form
  • Catalog Mapping Configurations form
  • Form Mapping Configurations form
  • Office Mailbox to Catalog Field Mappings form
  • Office Mailbox to Form Field Mappings form
  • ServiceNow for Microsoft Outlook
  • Configuring ServiceNow for Microsoft Outlook
  • Configure system properties to update the survey question limit
  • Using ServiceNow for Microsoft Outlook
  • Manage approvals from a Microsoft Outlook email
  • Submit feedback from a Microsoft Outlook email message
  • Submit a survey from an email message
  • Update Outlook Actionable Messages authentication to Microsoft Entra ID
  • ServiceNow for Microsoft Outlook reference
  • Properties installed with ServiceNow for Microsoft Outlook
  • Outlook Actionable Messages compatibility for surveys
  • ServiceNow for Microsoft Teams and Microsoft 365
  • Explore
  • Integration for Employee Experience
  • IT Service Management integration with Microsoft Teams and Microsoft 365
  • HR Service Delivery integration with Microsoft Teams and Microsoft 365
  • Universal Request integration with Microsoft Teams
  • Integration for Agent Experience
  • Notify connector for Microsoft Teams
  • Meeting Extensions for Microsoft Teams
  • Integrating ServiceNow with Microsoft Teams and Microsoft 365
  • Plan your installation
  • Install IT Service Management
  • Install HR Service Delivery
  • Verify Application Restricted Caller Access (RCA) Privileges
  • Import Update set from XML and install fix script
  • Install Universal Request integration
  • Approve application restricted caller access privileges
  • Install Notify connector
  • Install Meeting Extensions
  • Setup the Servicenow instance
  • Setup for integrating pre-published apps
  • Integration for Employee Experience
  • Connect your ServiceNow instance to your Microsoft Teams tenant
  • Grant permissions to required Microsoft Azure apps
  • Enable connecting to meetings from Microsoft Teams
  • Change tenant to configure pre-published apps
  • Create and download the manifest file for pre-published apps
  • Upload manifest file in Microsoft Teams
  • Update the app ID in the ServiceNow instance
  • Disable the Now Virtual Agent
  • Translate the Microsoft Teams manifest file
  • Request-based chat access for a guest user
  • Enable chat access for a guest user
  • User Presence Indicator
  • Configure cache duration for the user presence status
  • Sending notifications to employees using Microsoft Teams
  • Send automatic campaign notifications in Microsoft Teams
  • Create a Microsoft Teams campaign with content publishing
  • Create notification content for Microsoft Teams
  • Schedule delivery of Microsoft Teams notification content
  • Translation support for Microsoft Teams notification campaigns
  • Create Microsoft Teams campaigns with the Content Experience Builder
  • Create Microsoft Teams notification content with Content Experience Builder
  • Create Microsoft Teams campaign stages using the Campaign Builder Experience
  • Integration for Agent Experience
  • Integrate
  • Connect the instance to a tenant
  • Authorize Azure apps
  • Create a Service user to make calls from Microsoft Teams
  • Integrate Meeting Extensions pre-published app with Microsoft Teams
  • Authorize pre-published SSO and Activity Notification Azure apps to grant required permissions
  • Download manifest file
  • Configuring Notify connector for Microsoft Teams app in Microsoft Teams
  • Map ServiceNow Meeting Extensions app ID in ServiceNow
  • Setup for integrating self-configured apps
  • Integration for Employee Experience
  • Create Microsoft Azure
  • Create and download the manifest file for self-configured apps
  • Upload manifest file in Microsoft Teams
  • Update the app ID in the ServiceNow instance
  • Disable the Now Virtual Agent
  • Translate the Microsoft Teams manifest file
  • Working on campaigns in Microsoft Teams
  • Authenticate users to send campaign notifications
  • Send automatic campaign notifications
  • Create a Microsoft Teams campaign using direct content publishing
  • Create notification content for Microsoft Teams
  • Schedule delivery of Microsoft Teams notification content
  • Create Microsoft Teams campaigns using the Content Experience Builder
  • Create Microsoft Teams notification content from Content Experience Builder
  • Create Microsoft Teams campaign stages using the Campaign Builder Experience
  • Translation support for Microsoft Teams notification campaigns
  • Configure Request-based chat on the Microsoft Azure portal
  • Add permissions to the Microsoft Azure application
  • Configure Application Registry on the ServiceNow instance
  • Request-based chat access for a guest user
  • Authenticate guest users to initiate and import chat from Microsoft Teams
  • Enable authentication of guest users
  • Enable chat access for guest users
  • User Presence Indicator
  • Configure cache duration for the user presence status
  • Integration for Agent Experience
  • Integrating Notify connector self-configured app with Microsoft Teams
  • Create an app in Microsoft Teams to enable making calls
  • Manage permissions
  • Create a Service user to make calls from Microsoft Teams
  • Create application registry
  • Create a Connection & Credentials alias for Microsoft Teams
  • Update the records in the Microsoft Teams Configuration page
  • Verify OIDC Application Registry
  • Integrate Meeting Extensions self-configured app with Microsoft Teams
  • Create and configure an app for Meeting Extensions in the Microsoft Teams Developer Portal
  • Upload the app manifest in Microsoft Teams
  • Add the Meeting Extensions tab in Microsoft Teams
  • Configure the Notify connector app to use Meeting Extensions in the Microsoft Azure portal
  • Configure the Notify connector bot for Meeting Extensions
  • Create an application registry entry in your ServiceNow instance
  • Integrating ServiceNow with Microsoft Teams for GCC-H or DoD
  • Integrating Employee Center with Microsoft Teams for GCC-H or DoD
  • Update the OIDC entities table
  • Modify the manifest file
  • Update tenant URL
  • Integrating Employee Center and Virtual Agent with Microsoft Teams for GCC-H or DoD
  • Modify and download the manifest file for GCC-H or DoD
  • Integrating Request-based chat with Microsoft Teams for GCC-H or DoD
  • Update chat credentials with Azure GCC URL
  • Create record with Azure GCC details
  • Integrating ServiceNow with Microsoft 365 applications for Employee Experience
  • Create and download manifest file for Employee Center and Microsoft 365 integration
  • Upload manifest file in Microsoft Teams for Microsoft 365
  • Configure
  • Microsoft Teams Integration for Employee Experience
  • IT Service Management integration
  • Review the active notifications for Microsoft Teams
  • Enable Virtual Agent notifications for IT Service Management
  • Configure LLM based provider notifications for ITSM
  • Customizing approval notification fields
  • Import messages from Microsoft Teams to ServiceNow
  • Configuring Employee Center
  • Embed a custom portal
  • Microsoft Teams Chat widget in Employee Center
  • Add Microsoft Teams Chat widget
  • Include On-call scheduling users
  • Extend On-Call Scheduling users
  • Set up Chat to call
  • Access ServiceNow for Microsoft Teams app
  • Create custom email field to initiate Microsoft Teams chat
  • Unfurl the web links in Microsoft Teams chat
  • Enable link unfurling
  • Configure the system property to open the unfurled links
  • HR Service Delivery integration
  • Review the active notifications for Microsoft Teams
  • Enable Virtual Agent notifications for HR Service Delivery
  • Configure LLM based provider notifications for HR
  • Import messages from Microsoft Teams to ServiceNow
  • Configure the chat to enable auto-import
  • Create requester mapping
  • Configure close condition
  • Configuring Employee Center
  • Embed a custom portal
  • Hide the chat button on the custom portal
  • Hide the logout button on the custom portal
  • Microsoft Teams Chat widget in Employee Center
  • Add Teams Chat widget
  • Include On-call scheduling users
  • Extend On-Call Scheduling users
  • Set up Chat to call
  • Access ServiceNow for Microsoft Teams app
  • Create custom email field to initiate Microsoft Teams chat
  • Unfurl the web links in Microsoft Teams chat
  • Enable link unfurling
  • Configure the system property to open the unfurled links
  • Universal Request integration
  • Set up Virtual Agent for Universal Request integration with Microsoft Teams
  • Microsoft Teams integration for Agent Experience
  • Configure Notify connector
  • Make Microsoft Teams the default communication channel
  • Manage properties
  • Conference bridge numbers
  • Enable Audio Conferencing
  • Configure Lobby Settings
  • Map Microsoft Azure email to ServiceNow instance
  • Manage
  • Customize Integrations for Employee Experience
  • IT Service Management integration
  • Customize UI actions for IT Service Management with Microsoft Teams
  • Customize Start Microsoft Teams chat UI action
  • Customize Import Messages from Microsoft Teams UI action
  • Customize business rules for actionable notifications
  • Configure business rule for reassigning tickets
  • Configure business rule for close condition
  • HR Service Delivery integration
  • Customize UI actions for HR Service Delivery integration with Microsoft Teams
  • Customize Start Microsoft Teams chat UI action
  • Customize Import Messages from Microsoft Teams UI action
  • Customize business rules for actionable notifications
  • Universal Request integration
  • Use
  • Use Microsoft Teams integration for Employee Experience
  • Use ITSM and HRSD integrations with Microsoft Teams
  • Employee actions
  • Link ServiceNow user account to Microsoft Teams application for Virtual Agent
  • Unlink your ServiceNow user account from Microsoft Teams for Virtual Agent
  • View informational notifications
  • Approve or reject requests from Microsoft Teams
  • Respond to a comment in a notification
  • View notifications for a major incident
  • Employee Center dashboard
  • Access a Microsoft Teams chat in Employee Center
  • Manage approvals from Microsoft Teams
  • Agent actions
  • Request-based chat: Chat from classic view
  • Chat from field decorator
  • Chat from Start Microsoft Teams chat
  • Import messages from a ticket manually
  • Request-based chat - Chat from Workspace
  • Chat from field decorator
  • Chat from Start Microsoft Teams chat action
  • Import messages from Agent Workspace
  • Request-based chat: Chat with guest from record
  • Request-based chat: Chat as guest from classic view
  • Start a Microsoft Teams chat as a guest user
  • Import a Microsoft Teams chat as a guest user
  • Promote chat to a call from workspace
  • Add communication plan from MIM workbench
  • Send a notification from Major incident management workbench
  • View notifications for a major incident
  • Add collaborative communication task from MIM workbench
  • Initiate Microsoft Teams group chat from MIM workbench
  • Use Microsoft Teams for Universal Request
  • Employee actions
  • Create a Universal request from Microsoft Teams
  • Update or cancel a universal request using Microsoft Teams
  • Agent actions
  • Manage chat messages from a record
  • Initiate chat with an employee from a record
  • Import messages from a universal request
  • Manage chat messages from the Agent Workspace
  • Initiate chat with an employee from Agent Workspace
  • Import messages from Agent Workspace
  • Use Microsoft Teams integration for Agent Experience
  • Use Notify connector for Microsoft Teams
  • Use Notify connector for Microsoft Teams with task records
  • Notify connector for Microsoft Teams with Incident Communication Management
  • Use Notify connector for Microsoft Teams with a major incident
  • Manage calls in Microsoft Teams
  • Use Microsoft Teams Meeting Extensions
  • Manage calls using Meeting Extensions
  • Reference
  • Properties installed with Microsoft Integrations Core
  • Properties installed with IT Service Management for Microsoft 365
  • Properties installed with HR Service Delivery for Microsoft 365
  • API permissions for Request-based chat and SSO
  • API permissions
  • ServiceNow for Zoom
  • Exploring Collaboration services for Zoom
  • Collaboration services for Zoom Team Chat
  • Configuring Collaboration services for Zoom
  • Set up Zoom spoke
  • Enable Zoom chat integration
  • Install fix-script for Collaboration services for Zoom
  • Integrating and using ServiceNow with Zoom
  • Enhance employee experience by integrating ServiceNow with Zoom
  • Starting and importing a Zoom Team Chat
  • Start a Zoom Team Chat
  • Import Zoom Team Chat messages
  • Chat-specific configuration for Collaboration services for Zoom
  • Configure Chat group to include On-call Scheduling users for Start Zoom Team Chat
  • Extend On-call users for Start Zoom Team Chat
  • Customize the Zoom chat form
  • Create requester mapping
  • Define how a Zoom chat is closed
  • Collaboration services for Zoom reference
  • API permissions/scope for ServiceNow integration with Zoom
  • Now Assist for Employee Experience
  • Explore
  • Supporting information
  • Configure
  • Activate Now Assist for Employee Experience skills
  • Use
  • Check your to-do tasks
  • Check your approvals
  • Check company news and events
  • View summarization for approvals
  • Approve your requests with AI Agent
  • Use AI Agents
  • Company News & Events AI Agent
  • Activate
  • Reference
  • Properties installed
  • Granular Delegation
  • Exploring Granular Delegation
  • Setting up Granular Delegation
  • Activate Granular Delegation
  • Add delegation rule tables
  • Create delegation rules
  • Create delegation rule categories
  • Create a delegate
  • Using Granular Delegation
  • Health and Safety
  • Health and Safety Core
  • Explore
  • Workspace
  • User profile
  • Configure
  • Install
  • Workplace location data
  • Enable a table report field mapping
  • Create safety report field mapping
  • Configure groups
  • Configure scheduled job to generate frequency rates
  • Assign Health and Safety profile to a user
  • Add a Health and Safety visitor
  • Migrate safety documents to Document library
  • Use
  • Manage safety meetings
  • Log a safety meeting
  • Add attendees to a safety meeting
  • Create a meeting minute for a safety meeting
  • Schedule actions
  • Create an action schedule
  • Manage safety knowledge articles
  • Create a safety knowledge article
  • Add a safety related document
  • Analytics
  • Reference
  • Components installed
  • Action form
  • Action schedule form
  • User profile form
  • Document version form
  • Report field mapping form
  • Meeting form
  • Meeting attendee form
  • Health and Safety Incident Management
  • Explore
  • Workflow example
  • Configure
  • Install
  • Configure employee hours worked
  • Configure scheduled job to generate frequency rates
  • Disable the safety incident playbook
  • Configure default map location
  • Submit
  • Submit a safety incident as an employee
  • Submit a safety observation as an employee
  • Create a safety incident or observation as a safety agent or supervisor
  • Manage incidents, observations, and anonymous safety concerns
  • Manage incidents and observations
  • Assign a safety incident or observation
  • Work on a safety incident
  • Add hazards and log sequence of events for a safety incident
  • Manage people involved in a safety incident
  • Log an injury and illness
  • Associate an asset with a safety incident
  • Perform root cause analysis for a safety incident
  • Work on a safety observation
  • Create an HR case from an injury or illness
  • Create a return to work case from an injury or illness
  • Add an action for a safety incident or observation
  • Share an action with other teams
  • Generate a report for a safety incident, observation, or injury
  • Close a safety incident or observation
  • Reopen a safety incident or observation
  • Manage anonymous safety concerns
  • Submit an anonymous safety concern
  • Follow up on an anonymous report
  • Work on an anonymous safety concern
  • Analytics
  • Reference
  • Components installed
  • Injury and illness fields
  • People Involved form
  • Domain separation and incident management
  • Health and Safety injury and illness reports
  • Manage the list of establishments
  • Add total hours worked for an establishment
  • Health and Safety Incident Management OSHA Content Pack
  • Configure settings
  • Install
  • Update an OSHA form PDF template
  • Generate an OSHA 301 form
  • Generate OSHA 300 or 300A form
  • View a saved OSHA 300 and 300A form
  • Reference
  • Components installed
  • Properties to configure PDF
  • Health and Safety Case Management
  • Explore
  • Configure
  • Install
  • Configure HR service for creating an HR case for an injury
  • Submit cases
  • Ask a question from employee center
  • Submit a safety compensation claim
  • Create a safety case from the workspace
  • Work on a case
  • Universal Request for Health and Safety cases
  • Create Universal Request as employee
  • Create Universal Request as agent
  • Manage a Universal Request from the Health and Safety Workspace
  • Assign a safety case from the Universal Request
  • Transfer a Universal Request from the Health and Safety Workspace
  • Create associated ticket for universal record
  • Reference
  • Components installed
  • Case form
  • Domain separation and case management
  • Health and Safety Contractor Management
  • Explore
  • Configure
  • Install
  • Assign Health and Safety profile to a contractor worker
  • Manage contractors
  • Register a contractor company through Employee Center
  • Add a contractor company from the workspace
  • Assign a task to a contractor worker
  • Add a document to a contractor worker
  • Grant site access to a contractor worker
  • Add a contractor from the workspace
  • Reference
  • Components installed
  • Domain separation and contractor management
  • Contractor Service Center
  • Explore
  • Navigation overview
  • Configure
  • Install
  • Configure system properties for Save as draft option
  • Configure menu
  • Configure portal theme
  • Configure web page
  • Use
  • First time log in as a contractor
  • Reference
  • Components installed
  • Contractor service portal menu item form
  • Domain separation
  • Health and Safety Risk Management
  • Explore
  • Configure
  • Install
  • Create a safety risk category
  • Define hazards
  • Create a safety control measure category
  • Define control measures
  • Configure a safety risk matrix
  • Define a job in the job register
  • Configure smart assessment action creation
  • Configure a smart assessment template
  • Configure a safety inspection or audit survey
  • Define a category and measurement unit for an exposure type
  • Configure permit-to-work
  • Configure a permit-to-work request
  • Configure a permit type
  • Configure a permit checklist
  • Use
  • Job safety analysis
  • Submit a JSA from Employee Center
  • View submitted JSAs in the workspace
  • Safety risk assessment
  • Conduct a risk assessment
  • Perform a safety risk analysis
  • Create a risk analysis from a job
  • Assess a hazard and its risk levels
  • Add an action for a safety risk
  • Safety inspections and audits
  • Set up a safety inspection schedule
  • Create and manage a safety inspection
  • Set up a safety audit schedule
  • Create and manage a safety audit
  • Add people involved in a safety audit
  • Define an objective for a safety audit
  • Import scope from an existing safety audit
  • Add a finding for a review item in a safety audit
  • Monitor safety audit progress and outcomes at a glance
  • Submit a safety audit, finding, or action for approval
  • Review results and compare with previous audits
  • Complete a survey through Employee Center
  • Add a finding and root cause analysis for a safety inspection
  • Add an action for a safety inspection or audit
  • Add an action from survey response in safety inspection through Employee center
  • Assign safety inspection to agents
  • Safety registers
  • Manage your safety registers
  • Access a safety register document in Employee center
  • Safety exposure management
  • Define an exposure type
  • Create an exposure assessment for an exposure type
  • Perform an exposure assessment for a location
  • Define an action schedule for affected people
  • Add a measurement and exposure source for an exposure assessment
  • Permit-to-work system
  • Create a request
  • Approve or reject a permit-to-work request
  • Issue a permit to work
  • Add an action to a request
  • Monitor and analyze safety risk metrics
  • Reference
  • Components installed
  • Submit JSA form
  • Risk matrix form
  • Risk assessment form
  • Hazard assessment form
  • Inspection schedule form
  • Audit schedule form
  • Audit questionnaire form
  • Audit objective form
  • Audit finding form
  • Action schedule form for an exposure
  • Permit-to-work request form
  • Choice new record form
  • Variable set new record form
  • Variable new record form
  • Domain separation and risk management
  • Health and Safety Environmental Management
  • Explore
  • Chemical management overview
  • Configure
  • Install
  • Configure the chemical request approval flow
  • Configure approver based on location
  • Migrate SDS
  • Use
  • Chemical management
  • View the chemical library as an employee
  • Create chemical request
  • Submit a chemical request for approval
  • Approve or reject a chemical request
  • Create a chemical record for a new chemical
  • Request a safety data sheet (SDS)
  • Reference
  • Components installed
  • Chemical request form
  • Chemical form
  • Chemical ingredient form
  • Chemical item form
  • Integration with third party services
  • 3E integration
  • 3E service provider overview
  • Configure application registry
  • Enable 3E integration
  • Sync with service provider
  • Mobile experience for Health and Safety
  • Configure mobile apps to access Health and Safety applications
  • Add Health and Safety launcher tab to Now Mobile app configuration
  • Configure offline mode in the Now Mobile app for Health and Safety
  • Submit a safety incident or observation through the Now Mobile app
  • Report a safety incident or observation in the offline mode
  • Access safety knowledge articles through the Now Mobile app
  • Submit a JSA through the Now Mobile app
  • View a safety register document in the Now Mobile app
  • Manage Health and Safety incident using the Mobile Agent app
  • Create or modify a safety incident
  • Create or modify injury and illness record
  • Create or modify the people involved
  • Create or modify root cause analysis
  • Create or modify actions
  • Manage safety inspections and audits through the mobile apps
  • Create and manage a safety inspection in Mobile Agent app
  • Manage the smart assessment for safety inspections and audits from mobile app
  • Complete a smart assessment for a safety inspection or audit through the Mobile agent app
  • Create actions or findings for the smart assessment questionnaire
  • View the smart assessment result using the Mobile agent app
  • Assign smart assessment through Mobile agent app
  • Manage the safety inspection and audit surveys through mobile app
  • Configure the create action check box for safety inspection survey in the Mobile Agent app
  • Complete a safety inspection or audit survey in the offline mode
  • Add actions for safety inspections survey in Mobile Agent app
  • Now Assist for Health and Safety
  • Explore
  • Supporting information
  • Explore AI agents
  • Configure
  • Install
  • Activate a skill
  • Skill inputs
  • Configure AI agents
  • Install AI agents
  • Configure conversational AI
  • Configure Conversational AI safety incident report
  • Configure keywords for conversational AI
  • Configure incident patterns
  • Configure the generation of incident patterns
  • Configure the inclusion of sensitive data in incident patterns
  • Use
  • Summarize an incident
  • Use generative AI skills
  • Incident pattern analysis
  • Analyze safety incident patterns
  • Work on an incident pattern record
  • Incident pattern record details tab
  • Conversational AI report
  • Use agentic workflows
  • Create actions for safety incidents agentic workflow
  • Help resolve health and safety cases agentic workflow
  • Health safety incident patterns assistant agentic workflow
  • Critical Event Management
  • Exploring
  • Dashboard
  • CEM Critical event record
  • Playbook tab
  • Notification center tab
  • Impacted people tab
  • Related records tab
  • Critical event portal
  • Employee portal
  • Configuring
  • Install
  • Location hierarchy and child locations
  • Configure groups
  • Add members to the group
  • Add roles to a member
  • Add roles to the group
  • Map on-site responder group with location
  • Define communication plans, tasks, and recipients
  • Configure Twilio to send SMS notifications
  • Configure application properties
  • Configure notification templates to send email
  • Configure emergency procedures for employee portal
  • Reporting critical events
  • Report as an agent
  • Using a critical event playbook
  • Report as an employee
  • Self-report your status
  • View emergency procedures
  • Sending notifications during a critical event
  • Create a communication task
  • Manage the recipients of a communication task
  • Managing impacted people
  • Generate impacted people list
  • Add a person manually to the impacted people list
  • Export an impacted people list
  • View an impacted person record
  • Mark the status of impacted people as an agent
  • View notifications received
  • Conduct a roll call as an on-site responder
  • Managing related records in a critical event
  • Create an incident in CEM
  • Relate a child critical event
  • View sent notifications for a critical event
  • Reference
  • Components installed
  • Critical Event form
  • Impacted people status
  • Communication form
  • Communication plan form
  • CEM email templates
  • New member form
  • Safe Workplace
  • Employee Readiness Surveys
  • Install Employee Readiness Surveys
  • Configure Employee Readiness Surveys notifications
  • Configure Employee Readiness Surveys
  • Employee Health Screening
  • Install Employee Health Screening
  • Configure Employee Health Screening
  • Add message for users during health screening
  • Add an email notification for daily health verification
  • Verify your health status and compliance
  • Conduct a health screen for entry Screen an employee for return to the workplace
  • Screen a visitor for entry to the workplace
  • Monitor progress with the Employee Health Screen Overview dashboard
  • View entry requests
  • Workplace Core
  • Install Workplace Core
  • Components installed with Workplace Core
  • Properties installed with Workplace Core
  • Providing your workplace data
  • Create records for your workplace data
  • Upload a workplace floor plan
  • Update a workplace floor plan
  • View your workplace floor plan update logs
  • Configuring spreadsheets to import workplace data
  • Import your workspaces data from an Excel spreadsheet
  • Add a space type configuration
  • Mapping employees to their designated workspaces
  • Map designated workspaces to user profiles
  • Assign the workplace user role to employees
  • Configuring shifts for your workplace
  • Define shifts for your workplace
  • Assign employees to a shift
  • Associate areas and spaces with a shift
  • Managing workplace shifts that you own
  • Managing workplace reservations for employees
  • Define the capacity of workplace areas
  • Create workplace reservations for an employee
  • Create workplace reservations for multiple employees
  • Review pending workplace reservation requests
  • Setting and tracking arrivals at the workplace
  • Define arrival schedules at the workplace for employees
  • Schedule your arrival time at a workplace location
  • Updating arrival schedules at the workplace
  • Making workplace reservations
  • Request a workplace reservation for multiple days
  • Reserve a workplace for a day
  • Approve employee workplace reservation requests
  • Managing workplace tasks
  • Configure a workplace task template
  • Create a workplace task checklist
  • Save a workplace task checklist as a template
  • Configure an HTML template
  • Create planned task definitions
  • Generate planned workplace tasks
  • Create an ad hoc workplace task
  • Sign a completed workplace task
  • Workplace knowledge management
  • Create a workplace knowledge base article
  • Publish a workplace knowledge base article
  • View workplace knowledge base articles
  • Modify a workplace knowledge base article
  • Workplace Service Portal
  • Workplace dashboards
  • Workplace Manager Dashboard
  • Workplace dashboard in Workplace Service Portal
  • Workplace PPE Inventory Management
  • Install Workplace PPE Inventory Management
  • Set up Workplace PPE Inventory Management
  • Create models for PPE items
  • Add PPE models to Service Catalog
  • Add PPE stock
  • Reduce PPE stock
  • Create stock rules for PPE
  • PPE Inventory Overview dashboard
  • Request PPE
  • Fulfill a request for PPE
  • Assign PPE to employees
  • Safe Workplace Dashboard
  • Install the Safe Workplace Dashboard
  • Create a campus to appear on the Safe Workplace Dashboard
  • Auto-map a location and create a campus
  • Manually map a location and campus
  • Manually map a location to a campus (Workplace Core)
  • Alert types used with the Safe Workplace Dashboard
  • Using the Safe Workplace Dashboard
  • Add a vaccination widget to the Safe Workplace Dashboard
  • Contact Tracing
  • Install Contact Tracing
  • Setting up Contact Tracing
  • Set up Contact Tracing properties
  • Domain separation and Contact Tracing
  • Modify the badge access scheduled data import job
  • Configure the time zone setting for badge and daily log data
  • Configure an email notification for the daily contact log
  • Configure an Emergency Outreach notification for the daily contact log
  • Configure Contact Tracing data retention settings
  • Create a requirement for potentially exposed contacts to return to work
  • Create a requirement for employees to acknowledge the privacy consent request
  • Configure an email notification for an exposure notice
  • Configure an Emergency Outreach notification for the exposure notice
  • Configure contact tracing visualization to show vaccination status
  • Setting up data privacy consent settings for Contact Tracing
  • Modify or add a privacy consent template for Contact Tracing
  • Generate location-based privacy configurations for Contact Tracing
  • Create a custom Emergency Outreach notification channel
  • Configure an email notification for a privacy consent request
  • Configure an Emergency Outreach notification for Contact Tracing privacy consents
  • Map handheld computing devices assigned to employees
  • Configure KINEXON integration
  • Virtual Agent conversations for Contact Tracing
  • Maintaining user data privacy in Contact Tracing
  • User privacy consent for Contact Tracing
  • Send an Emergency Outreach notification for employee privacy consents in Contact Tracing
  • Respond to a request for privacy consent in Contact Tracing
  • Review user privacy consents in Contact Tracing
  • Collecting user badge data
  • Add badge reader details
  • Add user badges
  • Import your badge reader data from an Excel spreadsheet
  • Collecting risk scores in Contact Tracing
  • Configure Devvio integration
  • Retrieving Wi-Fi access log data
  • Add wearable devices assigned to employees
  • Create an organization and load sites
  • Configure Cisco DNA Spaces settings for Wi-Fi access logs
  • Import your Wi-Fi access logs spreadsheet
  • Use Wi-Fi access logs from Mist Systems
  • Use imported Wi-Fi access logs
  • Tracking employee contacts using daily logs
  • Send an Outreach notification for the daily contact log
  • Submit a list of contacts employees that you interacted with at the workplace
  • Review daily log responses
  • Managing cases to follow up with potentially exposed contacts
  • Create a case for an affected employee
  • Identify potentially exposed contacts
  • Send notification to potentially exposed contacts in a case
  • Create a case task to follow up with an exposed employee
  • Follow up with potentially exposed contacts
  • Working on a case through contact tracing visualization
  • Health and Safety Testing
  • Install Health and Safety Testing
  • Configure Health and Safety Testing
  • Request a COVID-19 diagnostic test
  • Report your COVID-19 diagnostic test result
  • Review your health test results
  • Confirm COVID-19 test results for a user
  • Health and Safety Testing dashboard
  • Employee Readiness Core
  • Install Employee Readiness Core
  • Employee Health and Safety Status
  • Set up Employee Health and Safety Status properties
  • Create health and safety user records
  • Activate a health and safety requirement
  • Create a health and safety requirement
  • Deactivate a health and safety requirement
  • Included health and safety requirements
  • View your health and safety status
  • View your users' health and safety status
  • Invite a visitor to the workplace
  • Add a Safe Workplace audience
  • Synchronize Employee Readiness Core visitors with Workplace Visitor Management
  • My Safe Workplace
  • Maintaining privacy consent in Employee Readiness Core
  • Setting up privacy consent settings
  • Modify or add a privacy consent template
  • Generate location-based privacy configurations
  • Send an Emergency Outreach notification for employee privacy consents
  • Submitting privacy consents
  • Review user privacy consents
  • Employee Readiness Core Approval Portal
  • Employee Travel Safety
  • Install Employee Travel Safety
  • Configure Employee Travel Safety
  • Request permission to travel
  • Manage a travel request
  • Cancel a travel request
  • Vaccination Status
  • Install Vaccination Status
  • Set up Vaccination Status properties
  • Automating vaccine response reviews
  • Validate vaccine responses automatically
  • Automate reviews of vaccine responses
  • Automating vaccine response reviews with the Azure Form Recognizer service
  • Configure Azure Form Recognizer integration for automatic vaccine response reviews
  • Configure country-specific data retention settings for Vaccination Status
  • Set up privacy consent for Vaccination Status
  • Configure vaccine or vaccine booster types for Vaccination Status
  • Virtual Agent conversations for Vaccination Status
  • Report vaccination status to your organization
  • Review your vaccine responses
  • Confirm the reported vaccination status for a user
  • Request a vaccine exemption
  • Confirm a vaccine exemption request for a user
  • Viewing vaccine profile records
  • Vaccination Status dashboard
  • Integrating with Safe Workplace suite Safe Workplace
  • Subscribe to request for entry updates
  • Send data to the Employee Health Screening log
  • Get employee or visitor health data
  • Safe Workplace for mobile Mobile experience for Emergency Response Management
  • Install Safe Workplace for mobile
  • Report your health status in Now Mobile
  • View your health status in Now Mobile
  • Manage the status of your direct reports in Now Mobile
  • Reassign tasks to your team members in Now Mobile
  • Domain separation for Safe Workplace
  • Workplace Service Delivery
  • Workplace Service Delivery applications
  • Workplace Core
  • Explore Workplace Core
  • Workplace Service Portal
  • Workplace services on the Employee Center portal
  • Virtual Agent for Workplace Service Delivery
  • Configure Workplace Core
  • Install Workplace Core
  • Providing your workplace data
  • Create records for your workplace data
  • Upload a workplace floor plan
  • Update a workplace floor plan
  • Configuring spreadsheets to import workplace data
  • Activate Virtual Agent for Workplace Service Delivery
  • Manage workplace safety activities
  • Import your workspaces data from an Excel spreadsheet
  • Add a space type configuration
  • Configure a workplace card
  • Configure a space details card
  • Block a workplace location
  • Configure Workplace entity and entity types
  • Add a workplace entity type
  • Add workplace entities to an entity type
  • Managing Neighborhoods
  • Create a neighborhood for workplace users
  • Add a user to the neighborhood
  • Add or edit a neighborhood assignment of a workplace profile
  • Edit a user assignment of a neighborhood
  • Edit workplace location
  • View neighborhoods in Workplace Core
  • Enable favorites option for Workplace Service Portal
  • Create a workplace performer criteria
  • Create an approval definition
  • Add a workplace approval configuration
  • Mapping employees to their designated workspaces
  • Map designated workspaces to user profiles
  • Set the primary location of a workplace profile
  • Assign the workplace user role to employees
  • Configuring shifts for your workplace
  • Define shifts for your workplace
  • Assign employees to a shift
  • Associate areas and spaces with a shift
  • Managing workplace shifts that you own
  • Update details of the shifts that you own
  • Review workplace reservations for shifts that you own
  • Managing workplace reservations for employees
  • Define the capacity of workplace areas
  • Create workplace reservations for an employee
  • Create workplace reservations for multiple employees
  • Review pending workspace reservation requests
  • Setting and tracking arrivals at the workplace
  • Define arrival schedules at the workplace for employees
  • Update arrival schedules at the workplace
  • Approve employee workplace reservation requests
  • Managing workplace tasks
  • Configure a workplace task template
  • Create a workplace task checklist
  • Save a workplace task checklist as a template
  • Configure a workplace task signing template
  • Create planned task definitions
  • Generate planned workplace tasks
  • Create an ad hoc workplace task
  • Sign a completed workplace task
  • Print workplace tasks
  • Manage print tasks
  • Apply the archive rule
  • Workplace knowledge management
  • Create a workplace knowledge base article
  • Publish a workplace knowledge base article
  • View workplace knowledge base articles
  • Modify a workplace knowledge base article
  • QR code management
  • Generate and print QR code for a space or room
  • Manage QR codes
  • Location migration
  • Configure location migration hierarchy
  • Migrate locations
  • Set the location type in Location table
  • View workplace service usage analytics with Usage Insights
  • Request employee-related services
  • Schedule your arrival time at a workplace location
  • Making workplace reservations
  • Request a workplace reservation for multiple days
  • Reserve a workplace for a day
  • Location Directory
  • Configure map properties for Location Directory
  • Work with the Map view on the Location Directory
  • Work with the Card view on the Location directory
  • Analytics and reporting solutions for Workplace Core
  • View your workplace floor plan update logs
  • Workplace dashboards
  • Workplace manager dashboard
  • Workplace dashboard in Workplace Service Portal
  • Workplace Core references
  • Components installed with Workplace Core
  • Properties installed with Workplace Core
  • Workplace Profile Location Assignment form
  • Workplace location assignment anomaly types
  • Reserve a space form
  • Card Configuration examples
  • Workplace Reservation Management
  • Explore Workplace Reservation
  • Make a reservation
  • Standard services
  • Configure Workplace Reservation Management portal
  • Install Workplace Reservation Management
  • Add a workplace space for reservation
  • Add a workplace room for reservation
  • Configure a reservable module
  • Group spaces in an area
  • Add workplace locations to a reservable module
  • Generate and print a QR code for a reservable module
  • Create a record producer to add additional details
  • Configure reservable module with additional details
  • Assign spaces to an area
  • Create a standard service
  • Add a standard service to workplace
  • Create a flexible service
  • Add a flexible service to workplace item
  • Create a workplace service
  • Create a reservable view
  • Configure a reservable view on a reservable module
  • Create a user criteria record
  • Apply user criteria on a reservable module
  • Configure a reservable purpose
  • Add a reservable purpose to a workplace item
  • Apply an archiving rule
  • Create a quick reservation time slot
  • Add a time slot to a reservable module
  • Configure virtual meeting providers
  • Configure Microsoft Teams as virtual meeting provider
  • Connect Workplace Reservation Management with Microsoft Teams
  • Authenticate Microsoft Teams with Microsoft Azure
  • Set up OAuth for Microsoft Teams
  • Set up OAuth for Microsoft Teams Graph
  • Create credential for Microsoft Teams Communication
  • Create connection and credential for Microsoft Teams Graph
  • Connect Workplace Reservation Management with Zoom
  • Set up OAuth for Zoom
  • Create connection and credential for Zoom
  • Display permanent seat assignments on floor maps
  • Display name of the person reserving a space
  • Manage check-in and check-out reservations
  • Configure automatic check-in for reserved spaces
  • Configure reservation multi-day settings in Reservable Module
  • Reserve workplace items
  • Create a reservation
  • Add invitees as collaborators and create a reservation
  • Auto-resolve recurring reservations
  • Set a location as favorite using the Space details page
  • Reserve a space near your colleague
  • Create a multi-day reservation
  • Create multi-building reservations
  • Create neighborhood reservations
  • Create reservation for multiple workplace items
  • Enable shift-based reservation
  • Create a reservation along with a shared reservation
  • Create a reservation including a virtual meeting link
  • Create a shift reservation
  • Create a group reservation
  • Share, modify, or cancel a reservation
  • Reserve a workplace using the Quick Reservation widget
  • Download an iCalendar for a reservation
  • Manage employee reservations
  • View or update reservations
  • Approve a reservation
  • Print workplace reservations
  • Manage Workplace Reservations for Microsoft Outlook Add-in
  • Configure Reservable Module for Microsoft Outlook
  • Redirect WSD RSV MOA OAuth registry
  • Activate the add-in for Microsoft Outlook
  • Upload the manifest file for a workplace employee
  • Upload the add-in file Microsoft Office 365
  • Using Workplace Reservations for Microsoft Outlook Add-in
  • Create a reservation in Microsoft Outlook add-in
  • Edit reservation details in Microsoft Outlook
  • Delegate reservations in Microsoft Outlook add-in
  • Analytics and Reporting Solutions for Workplace Reservation Management
  • Reservation Management dashboard
  • Workplace Reservation Management references
  • Components installed with Workplace Reservation Management
  • Properties installed with Workplace Reservation Management
  • Workplace Reservation Management - Field descriptions
  • Space form
  • Add a room form
  • User criteria form
  • Proximity calculation when browsing near a person
  • Reservable module derivation logic for Space details
  • Mobile push notifications for workplace reservations
  • Location privacy settings and impact
  • Additional details record producer
  • Workplace Case Management
  • Explore
  • Workplace Services
  • Raise workplace service requests
  • Case and Task Templates
  • Configure
  • Install Workplace Case Management
  • Create a Workplace case template
  • Create a User acceptance Workplace case template
  • Create a Workplace task template
  • Smart Assessment for Workplace Case and Task
  • Create an assessment template category
  • Create Smart Assessment template for Workplace Case and Task
  • Configure Automations in Smart Assessment template
  • Configure Smart Assessment Trigger
  • Create and assign a workplace case with Smart Assessment
  • Access and Complete Smart Assessment
  • Automating seat assignment for new hires
  • Configure Approval options
  • Configure a Record producer
  • Configuring a record producer for request edit
  • Configuring a record producer for reservation
  • Create an SLA Definition
  • Create a Workplace service
  • Create a Workplace service activity
  • Add a workplace service item to a workplace service
  • Adding a workplace service to a location
  • Create a workplace template configuration
  • Create a workplace field mapping
  • Configure an escalation rule
  • Add Fulfillment instructions
  • Group similar workplace cases under a parent case
  • Requesting a workplace service
  • Reconfigure an office space
  • Raise help request for a workplace inquiry
  • Raise a move request for a space change
  • Request furniture for a space
  • Raise a space assistance request
  • Submit a maintenance request
  • Submit a catering request
  • Submit heating and cooling request
  • Submit a badge request
  • Submit a tech support request
  • Submit a cleaning request
  • Submit an equipment request
  • Edit a workplace request
  • Submit an emergency maintenance request
  • Submit a change event request for a reservation
  • Manage
  • View and track workplace cases
  • View emergency maintenance case details
  • View change event reservation case details
  • Print workplace cases
  • Managing print cases
  • Integration with Universal Request
  • Configure a workplace service record producer as a Universal Request
  • Create a workplace case from Universal Request
  • Work on a workplace case from a Universal Request
  • Transfer a workplace case created from a universal request
  • Setup Integrated Facilities Management Integration Framework
  • Create a facilities management provider
  • Configure provider routing rules
  • Create application restricted caller access for provider application
  • Outbound flows
  • Analytics and Reporting
  • Workplace Case dashboard
  • Reference
  • Components installed with Workplace Case Management
  • Properties installed with Workplace Case Management
  • Workplace Service form
  • Workplace Location Assignment service
  • Workplace Visitor Management
  • Explore
  • Visitor registration
  • Configure
  • Install Workplace Visitor Management
  • Create a visitor policy
  • Assign visitor policy to a workplace location
  • Create a record producer for visitor management
  • Create a visitor badge template
  • Assign badge templates to a workplace location
  • Configuring Workplace Visitor Management for Workplace Services Kiosk
  • Configure pages for Workplace Services Kiosk
  • Create a flow for Workplace Services Kiosk
  • Quick start test for Workplace Visitor Management
  • Run quick start test for Workplace Visitor Management
  • Registering a visitor
  • Make a visitor registration
  • Review visitor policies
  • Manage
  • Update a visitor registration
  • View visitor registrations
  • View visitor policy confirmations
  • Visitor registration states
  • Anonymize a visitor
  • Apply visitor management archive policy
  • Reference
  • Components installed with Workplace Visitor Management
  • Properties installed with Workplace Visitor Management
  • Kiosk Check-in Flow Configuration form
  • Kiosk Check-out Flow Configuration form
  • Kiosk Page Configuration form
  • Kiosk Page Customizations
  • Location Policy form
  • Analytics and Reporting
  • View visit logs
  • Visitor Reception Dashboard
  • Workplace Calendar Synchronization
  • Explore Workplace Calendar Synchronization
  • Configure Workplace Calendar Synchronization
  • Install Workplace Calendar Synchronization
  • Setup Workplace Calendar Synchronization
  • Set Workplace Calendar Synchronization properties
  • Microsoft Exchange Online - Calendar synchronization
  • Create a normal mode connection with Microsoft Exchange Online
  • Configure Microsoft Azure in normal mode
  • Create a connection with Microsoft Exchange Online spoke
  • Set up OAuth connection with Microsoft Exchange Online
  • Configure Exchange Online connection and credential alias
  • Create your own connection and credential alias for Microsoft Exchange Online
  • Configure Microsoft Exchange Online calendar provider
  • Create a strict mode connection with Microsoft Exchange Online
  • Configure Microsoft Azure
  • Create connection with Microsoft Exchange Online Spoke in strict mode
  • Create a strict mode configuration in Microsoft Exchange Online
  • Setup strict mode OAuth connectivity with Microsoft Exchange Online
  • Configure strict mode Connection and Credential alias for Microsoft Exchange Online
  • Create customized connection and credential alias in strict mode
  • Configure Microsoft Exchange Online calendar provider in strict mode
  • Create a personal authentication mode connection with Microsoft Exchange Online
  • Configure Microsoft Azure
  • Configure resource rooms in Microsoft Exchange Online
  • Set up personal authentication mode OAuth connectivity with Microsoft Exchange Online
  • Configure personal authentication mode connection and credential alias
  • Configure your own connection and credential alias for personal authentication mode
  • Configure the Microsoft Exchange Online calendar provider in personal authentication mode
  • Configure the webhook registry of Microsoft Exchange Online spoke
  • Create single or multiple calendar providers with Microsoft Exchange Online
  • Approve a reservation
  • Google Calendar - Calendar synchronization
  • Authenticate Google for calendar synchronization
  • Create a Connection and credential record for Google
  • Create your own connection and credential alias for Google
  • Setup OAuth connectivity with Google Calendar
  • Configure Google as calendar provider
  • Create a personal authentication mode connection for Google
  • Set up personal authentication mode OAuth connectivity with Google
  • Configure a personal authentication mode Connection and Credential alias for Google
  • Microsoft Exchange On-Premises - Calendar synchronization
  • Create a normal mode connection for Microsoft Exchange On-Premises
  • Connect Microsoft Exchange On-Premises MID server with ServiceNow
  • Create a Connection and credential alias for Microsoft Exchange On-Premises
  • Configure On-Premises as calendar provider
  • Create a strict mode connection for Microsoft Exchange On-Premises
  • Connect Microsoft Exchange On-Premises MID server with ServiceNow
  • Create a strict mode Connection and credential alias
  • Configure Exchange On-premises in strict mode
  • Create single or multiple provider on Exchange
  • Add multiple Reservable Sync Configurations
  • Activate or deactivate a Reservable sync configuration
  • No request handling
  • Synchronize past reservations
  • Retrieve reservations
  • Export reservations to the calendar provider
  • Manage calendar synchronizations
  • View synchronization details
  • Events in Workplace Calendar Synchronization
  • Synchronization - Prerequisites and implementation
  • Run Instance scan to check Microsoft Exchange Online synchronization configuration
  • Analytics and Reporting Solutions for Workplace Calendar Synchronization
  • Synchronization Health Dashboard
  • Workplace Calendar Synchronization references
  • Components installed with Workplace Calendar Synchronization
  • Properties installed with Workplace Calendar Synchronization
  • Scheduled jobs installed with Workplace Calendar Synchronization
  • Flows installed with Workplace Calendar Synchronization
  • Instance scan findings
  • Provider form
  • Third-party OAuth Provider form
  • Troubleshooting Workplace Calendar Synchronization
  • Workplace Space Mapping
  • Explore
  • Configure
  • Setting up Workplace Space Mapping
  • Maintain Workplace Service Delivery Mappedin credentials
  • Customize the map properties
  • Configure Workplace Indoor Mapping
  • Install Workplace Indoor Mapping dependent plugins
  • Create a new Indoor Mapping space
  • Configure Mappedin
  • Install the Mappedin integration
  • Maintain import properties
  • Convert Mappedin data to Workplace Space Mapping data
  • Maintain type mappings
  • Import a new building - Mappedin
  • Import an existing building - Mappedin
  • Use
  • Use external IDs to match spaces
  • Reference
  • Components installed with Workplace Space Mapping
  • Properties installed with Workplace Space Mapping
  • Workplace Space Management
  • Explore
  • Space Optimization
  • Scenario Planning
  • Schedule Planning
  • Allocation - types, setting, and impact
  • Configure
  • Install Workplace Space Management
  • Manage
  • Add a campus
  • Add a building using Workplace Space Management
  • Add a floor using Workplace Space Management
  • Add an area using Workplace Space Management
  • Add a room using Workplace Space Management
  • Add a space using Workplace Space Management
  • Configure a space type as usable with Workplace Space Management
  • Allocate a cost center, department, or workplace entity
  • Configure a workspace or desk as flexible or permanent
  • Update the measurement details of a workplace location
  • Change the status of a workplace location
  • Configure a BOMA type
  • Map a space type with BOMA type
  • Create a Space Recommender rule
  • Configure a Space Recommender Rule set
  • Add space recommender rules to a space recommender rule set
  • Raise a space assistance request
  • Create a view-by configuration
  • Reviewing allocation changes
  • Managing neighborhoods
  • Reference
  • Components installed with Workplace Space Management
  • Properties installed with Workplace Space Management
  • View by Configuration form
  • Workplace Maintenance Management
  • Exploring Workplace Maintenance Management
  • Configuring Maintenance Management
  • Install Workplace Maintenance Management
  • Manage Workplace Maintenance Management plans
  • Create and publish maintenance plans
  • Maintenance plan calendar view
  • Create or copy a maintenance schedule
  • Workplace planned maintenance scheduled job
  • Create workplace services
  • Create plan service configuration
  • Workplace maintenance cases
  • Workplace Maintenance Management dashboard and analytics
  • Workplace Maintenance Management references
  • Maintenance plan schedule examples
  • Components installed with Workplace Maintenance Management
  • Workplace Lease Administration
  • Exploring Workplace Lease Administration
  • Configure Workplace Lease Administration
  • Activate Workplace Lease Administration
  • Using Workplace Lease Administration
  • Working with Workplace Lease Administration from the Core UI
  • Create workplace contracts in Core UI
  • Add a workplace contract service to a contract in Core UI
  • Add a workplace contract location in Core UI
  • Add assets to a workplace contract in Core UI
  • Add workplace contract clauses in Core UI
  • Add workplace contract options in Core UI
  • Add workplace contract responsibilities in Core UI
  • Add and build contract terms and conditions in Core UI
  • Add a document to a workplace contract in Core UI
  • Submit workplace contract for review in Core UI
  • Approve or reject a workplace contract in Core UI
  • Working with Workplace Lease Administration from the Workplace Central
  • Create workplace contracts in Workplace Central
  • Add a workplace contract service in Workplace Central
  • Add workplace contract locations in Workplace Central
  • Add asset to workplace contract in Workplace Central
  • Add workplace contract clause in Workplace Central
  • Add workplace contract options in Workplace Central
  • Add workspace contract responsibilities in Workplace Central
  • Add and build terms and conditions in Workplace Central
  • Add documents to a workplace contract in Workplace Central
  • Submit a workplace contract for review in Workplace Central
  • Approve or reject workplace contract in Workplace Central
  • Manage workplace contracts
  • Manage workplace contracts from Core UI
  • Renew workplace contract in Core UI
  • Adjust workplace contract in Core UI
  • Cancel workplace contract in Core UI
  • Manage workplace contracts from Workplace Central
  • Renew workplace contract in Workplace Central
  • Adjust workplace contract in Workplace Central
  • Cancel workplace contract in Workplace Central
  • Workplace Lease Administration references
  • Workplace contract new record form
  • Components installed with Workplace Lease Administration
  • Scripts installed with Workplace Lease Administration
  • Workplace Reservations for Microsoft Outlook Add-in
  • Explore Workplace Reservations for Microsoft Outlook Add-in
  • Configure Workplace Reservations for Microsoft Outlook Add-in
  • Install Workplace Reservations for Microsoft Outlook Add-in
  • Create a manifest file for Microsoft Outlook Add-in
  • Upload the manifest file for a single user
  • Upload the manifest file in Microsoft Office 365
  • Make a reservation using Workplace Reservations for Microsoft Outlook Add-in
  • Workplace Reservations for Microsoft Outlook Add-in references
  • Microsoft Outlook Add-in Components
  • Microsoft Outlook Add-in Properties
  • Workplace Move Management
  • Exploring Workplace Move Management
  • Configuring Workplace Move Management
  • Install Workplace Move Management
  • Managing Workplace Move Management requests
  • Create a move request on behalf of an employee
  • Raise a move request for a space change
  • Update a move request workplace service
  • Update a move-related workplace service record producer
  • Create a move-related knowledge base article
  • Review move conflicts
  • Analytics and reporting solutions for Workplace Move Management
  • View move requests
  • View move tasks
  • Workplace Move Management references
  • Components installed with Workplace Move Management
  • Workplace Service Delivery for Mobile
  • Exploring Workplace Service Delivery for Mobile
  • Configure Workplace Service Delivery for Mobile
  • Install Workplace Service Delivery for Mobile
  • Mobile Wayfinding Administration
  • Configure a custom map screen
  • Configure a custom Map provider
  • Enable map view to create reservations
  • Configure the Toggle map view property
  • Configure AI search for Workplace Service Delivery for Mobile
  • Configure map properties for Location directory
  • Manage workplace schedule and in-office presence using Workplace Service Delivery for Mobile
  • Manage your in-office presence preferences
  • Create a reservation for a day in Workplace
  • Create bulk reservations in Workplace
  • Review and edit your reservations in Workplace
  • Using Workplace Service Delivery for Mobile
  • Search for a campus, building and a space using AI Search
  • Make a reservation using the Now Mobile app
  • Get directions to a workplace
  • Edit or cancel a reservation on Now Mobile app
  • Check in or check out a reservation
  • Share your reservation details with other users
  • Scan the QR code to reserve a space
  • Work with Location Directory for Now Mobile app
  • Workplace Service Delivery for Mobile references
  • Components installed with Workplace Service Delivery for Mobile
  • Properties installed with Workplace Service Delivery for Mobile
  • Indoor Mapping
  • Explore
  • Configure
  • Install Indoor Mapping
  • Configure your map instance data
  • Configure role-based access in Indoor Mapping
  • Indoor Mapping properties
  • Manage CAD source files
  • Autocad import requirements
  • Autocad import tool
  • Configure the AutoCAD import tool
  • CAD configuration
  • Map Configuration tab
  • CAD Editor tab
  • Configure CAD objects using the Map Configuration tab
  • Georeference your floor plan
  • Configure layers
  • Configure places
  • Configure CAD objects using the CAD Editor tab
  • Isolate a layer in the CAD editor
  • Hide or show a layer in the CAD editor
  • Drawing and editing tools in the CAD editor
  • Draw a polyline or a polygon
  • Update or add text attributes
  • Editing block attributes
  • Closing a geometry or a polyline in a layer
  • Export CAD configuration
  • Import CAD configuration
  • Edit file settings
  • Bulk hierarchy upload
  • Download Excel templates
  • Upload Excel files
  • Upload CAD files
  • Bulk update floor plans
  • Create an Import Group
  • Work on an import task
  • Compute CAD file properties
  • Compute Autocad floor surface area
  • Raster file requirements
  • Import Raster files
  • Manage map objects and data
  • Create a campus with buildings and floors
  • Working with boundary editor
  • Import outdoor elements
  • Manage places
  • Create Indoor Mapping icons and place types
  • Manage Directions
  • Create a connector type
  • Copy direction graphs to multiple floors
  • Edit with view editor
  • View editor content
  • Map preview
  • Print a map
  • Create Snapshots to migrate Indoor Mapping data
  • Keyboard shortcuts
  • Synchronize Indoor Mapping with Workplace Service Delivery
  • Synchronize Indoor Mapping with CMN Locations
  • Enable the CMN location property
  • Add CMN locations and map it to Indoor Mapping Place types
  • Synchronize Indoor Mapping map data with CMN location
  • Using enhanced synchronization
  • Manage enhanced sync operations
  • Autocad tool
  • Import CAD files to Map Studio
  • Reference
  • Map components installed with Indoor Mapping
  • Indoor Mapping terminology
  • Snapshot Impacted tables
  • Map printing options
  • Floor map import group form
  • Enhanced Sync Properties
  • Bulk upload Excel columns
  • Workplace Central
  • Explore
  • Lists module
  • Workplace Analytics
  • Space Planning
  • Space Optimization
  • Scenario Planning
  • Schedule Planning
  • Space assistance
  • Event Planner
  • Move Management
  • Case management
  • Kiosk Indoor Mapping
  • Configure
  • Configure approvers of a scenario
  • Install Workplace Central
  • Use
  • Creating custom lists on Workplace Central
  • Create a custom list based on an existing list
  • Create a custom list based on a system table
  • Working with Space Planning
  • Use Floor Plan
  • Edit user assignments on the floor plan
  • Edit space allocations on the floor plan
  • Manage neighborhoods using Space Planning
  • Manage a single neighborhood
  • Manage spaces using Space Planning
  • Manage workplace profiles using Space Planning
  • Working with Space Optimization
  • Create a scenario
  • Viewing or editing a scenario
  • Edit a scenario using the stack plan
  • Edit a scenario using the floor map
  • Edit user assignments of a neighborhood
  • Review a scenario
  • Publish a scenario
  • Send a scenario for approval
  • Change owner of a scenario
  • Deploy a scenario
  • View scenario change details
  • Create a copy of an existing scenario
  • View or edit space allocations of a building
  • Edit or view a building's spaces based on workplace entities
  • Work on a space assist request
  • Map based space administration
  • Edit a building's spaces using a map
  • Move Employees using Floor map
  • Working with Schedule Planning
  • Create a schedule plan
  • Edit a schedule plan
  • Cancel a schedule plan
  • Working with Workplace Analytics
  • View Space Optimization metrics
  • Run the scheduled job for the Space Optimization dashboard
  • View Occupancy Dashboard
  • View Lease Administration metrics
  • View Maintenance Management metrics
  • Run schedule job to view historical data
  • Manage Workplace Dashboards
  • Reservation Management dashboard
  • Workplace Case dashboard
  • Visitor Reception Dashboard
  • Synchronization Health Dashboard
  • Workplace Manager Dashboard
  • Working with Move management
  • Create a move project from existing move requests
  • Create a move project by uploading an Excel file
  • Work on a move project
  • Working with Event planner
  • Track reservations using the Event planner
  • View reservation details in the event planner
  • Edit a reservation using the event planner
  • Working with schedule view
  • Event Planner Flexibility
  • Move Reservations
  • Print reservation details
  • Cancel a reservation from the Event planner
  • Open and view Location directory from Event Planner
  • Working with Case management
  • Manage workplace cases using Case management
  • Create your own list to view case metrics
  • Work on a workplace case using Case management
  • Create a workplace service case
  • Create a child case and a child task
  • Print a workplace case
  • Managing print case
  • Cancel or delete a case
  • Working with Kiosk Indoor Mapping
  • Configure map features for kiosk
  • Configure the kiosk position and map settings
  • Configure a module for kiosk indoor mapping
  • Manage
  • Approve a scenario
  • View workplace scenarios
  • Raise a space assistance request
  • Approve a space assist request
  • Reference
  • Components installed with Workplace Central
  • Space Optimization - Key features and actions
  • Workplace Central Event planner
  • Scenario and Building Settings
  • Space request approvals, states, actions, and key features
  • Move management key features and actions
  • Move project views, actions, and states
  • Case Management - Key features, Actions & Case details
  • Schedule Plan details form
  • Scenario details form
  • Space Deployment Plan
  • User Deployment Plan
  • Excel column lengths for move projects
  • Move conflicts for projects created via Excel upload
  • Workplace Central troubleshooting
  • Workplace Task form - Space Assignment task
  • Neighborhood User Assignment Rule form
  • User Workplace Profile form
  • Workplace Connectors
  • Exploring Workplace Connectors
  • Configure Workplace Connectors
  • Install Workplace Connectors
  • Configure sensor data providers
  • Setup Workplace Connectors for badging data
  • Configure data Sources and schedule imports
  • Create a badging data provider
  • Configure connectors for badging data
  • Provider connector configuration
  • Configure badging table data
  • Configure a webhook event
  • Employee attendance data
  • Attendance Analytics
  • Setup Workplace Connectors for occupancy data
  • Activate Metrikus Spoke
  • Integrate Metrikus spoke
  • Connector Configurations
  • Provider Connector Configuration
  • Provider Space Type Mappings
  • Configure Provider Space Mapping for occupancy data
  • Retrieving Action Configurations data
  • Retrieving Space Occupancy Data
  • Archive and Purge space occupancy data
  • Setup Workplace Connectors for environmental data
  • Set up Connector Configuration for Environmental sensor data
  • Provider Connector Configuration for Environmental sensors
  • Units of measure table
  • Configure environmental sensor data for a workplace location
  • Archive and purge Environmental data
  • Workplace Connectors references
  • Components installed with Workplace Connectors
  • Environmental data form for Workplace Connectors
  • Workplace Concierge
  • Explore Workplace Concierge
  • Configure Workplace Concierge
  • Install Workplace Concierge
  • Configure calendar sections on the Presence dashboard
  • Configure workplace space suggestions for employees
  • User Space Suggestions
  • Space suggestion Configuration
  • Manage Workplace Concierge - Employee Presence
  • View employee presence modules
  • Create custom insights using Proactive Prompts
  • Set Employee Presence
  • Set in-office days
  • Add a collaborator
  • Update your in-office days
  • Remove a collaborator
  • Update your in-office days as exceptions
  • Managing presence privacy settings
  • Workplace Concierge - Components
  • Components installed with Workplace Concierge
  • Properties installed with Workplace Concierge
  • Insights installed with Workplace Concierge
  • Workplace Concierge reference
  • Employee Presence Calendar Widget form
  • Workplace Agent for mobile
  • Explore Workplace Agent for mobile
  • Configure Workplace Agent for mobile
  • Install Workplace Agent for mobile
  • Use Workplace Agent for mobile
  • Manage workplace cases and tasks
  • Assign an unassigned case or task
  • Edit or view case details on the Workplace Agent for mobile app
  • Print workplace cases
  • Print workplace tasks
  • Create a child task
  • Create a workplace case on behalf of an employee through Workplace Agent for mobile
  • Edit or view a child task
  • Offline mode
  • Workplace Agent for mobile - references
  • Workplace Agent for mobile - Key features, actions, and case details
  • WSD for Microsoft places
  • Explore WSD for Microsoft places
  • Configure WSD for Microsoft places
  • Register the WSD for Microsoft places application
  • Download manifest files
  • Modify the manifest file
  • Upload the WSD for Microsoft places application
  • Sync a building with Microsoft Places
  • WSD for Microsoft places -references
  • WSD for Microsoft places- Key features and actions
  • Workplace Services Kiosk
  • Explore WSD Kiosk
  • Configure
  • Install Workplace Services Kiosk
  • Create a kiosk configuration
  • Create a kiosk homepage
  • Create a kiosk module
  • Customize the kiosk header
  • Configure Reservable Module for kiosk reservation
  • Setup a kiosk on a physical device for reservations
  • Integrate
  • Integrating Workplace Services Kiosk with Workplace Visitor Management
  • Integrating Workplace Services Kiosk with Workplace Indoor Mapping
  • Manage
  • Setting up a kiosk device
  • Use
  • Check in using an invite
  • Self-register as a visitor
  • Using Kiosk Indoor Mapping
  • Make workplace reservations on the kiosk
  • Reference
  • Components installed with Workplace Services Kiosk
  • Kiosk configuration form
  • Workplace Services Kiosk error scenarios
  • Now Assist for Workplace Service Delivery (WSD)
  • Explore Now Assist for WSD
  • Supporting information for Now Assist for WSD
  • Configure
  • Install Now Assist for Workplace Service Delivery (WSD)
  • Configure Now Assist in Virtual Agent
  • Modify the LLM (LLM) for WSD
  • Configure the Workplace Case Summarization Skill
  • Using Now Assist for WSD
  • Reserve a space using Now Assist in Virtual Agent
  • Review notifications in the Now Assist panel
  • Summarize a workplace case
  • Using AI agent workflows in Now Assist for WSD
  • Manage temporary space closures agentic workflow
  • Help manage workplace reservations agentic workflow
  • Optimize cleaning activities agent overview
  • Optimize cleaning activities agentic workflow
  • Automate map updates agentic workflow
  • Using Now Assist in Virtual Agent
  • Making reservations using the Create a reservation agent
  • Reserve a space using the reservation agent
  • Using the workplace collaboration Agent for space suggestions
  • Get space suggestions using the Workplace collaboration agent
  • Emergency Response Management
  • Emergency Outreach
  • Install Emergency Outreach
  • Configure Emergency Outreach notifications
  • Add email notifications for use with Emergency Outreach
  • Modify notifications used with Emergency Outreach
  • Add a Safe Workplace audience for Emergency Outreach
  • Configure Emergency Outreach response options
  • Create an Emergency Outreach notification channel
  • Add email notifications for use with Emergency Outreach
  • Emergency Outreach notification requirements
  • Employee Readiness Surveys notification requirements
  • Daily health verification notification requirements
  • Contact Tracing daily log notification requirements
  • Contact Tracing user privacy consent notification requirements
  • Modify or add Employee Readiness Surveys
  • Send notifications for an emergency
  • Send notifications for an emergency
  • Review Emergency Outreach acknowledgements
  • Send notifications for daily health verification
  • Review daily health verification acknowledgements
  • Send a readiness survey and view responses
  • Send a readiness survey and view responses
  • Report your health status
  • Response scripts
  • Domain separation for Emergency Outreach
  • Emergency Self Report
  • Set up Emergency Self Report
  • Report and track health statuses during an emergency
  • View self-reported user HR tasks
  • Import Crisis Task data
  • Domain separation for Emergency Self Report
  • Emergency Exposure Management
  • Install Emergency Exposure Management
  • Components installed with Emergency Exposure Management
  • Set up Emergency Exposure Management
  • Configure Emergency Exposure Management Configure Microsoft Office 365 for Emergency Exposure Management
  • Tracing systems in Emergency Exposure Management
  • Set up a tracing system for an exposure data source
  • Associate a system property with a tracing system
  • System properties for tracing systems in Emergency Exposure Management
  • Create or modify a diagnostic request task configuration
  • Identify potentially exposed users
  • Identify potentially exposed users
  • Fetch potentially exposed user data from a data source
  • Domain separation for Emergency Exposure Management
  • Safe Workplace for mobile Mobile experience for Emergency Response Management
  • Install Safe Workplace for mobile
  • Report your health status in Now Mobile
  • View your health status in Now Mobile
  • Manage the status of your direct reports in Now Mobile
  • Reassign tasks to your team members in Now Mobile
  • Legal and Contract Operations
  • Legal Service Delivery
  • Legal Request Management
  • Explore
  • Attorney-Client Privilege
  • Configure
  • Install Legal Request Management
  • Configure a practice area table
  • Create or modify a legal catalog category
  • Create or modify a practice area
  • Add an intake form to a practice area
  • Add a subcategory for the intake form
  • Associate a matter template with an intake form
  • Assigning legal request
  • Assign rule for legal requests or matters
  • Activate a system property
  • Configure number of records to display in search suggestions
  • Managing record producers for legal services
  • Create or edit legal record producer via classic environment
  • Create or edit legal record producer via catalog builder
  • Configure legal storage system
  • Integrating Legal Service Delivery applications with iManage storage
  • Create implementation in Scripted Extension Point
  • Use the script include for Scripted Extension Point
  • Scripted Extension Point form fields
  • Create or modify a response template for legal services
  • Configure legal services on standard ticket
  • Enable and configure AI Search in Legal Service Portal
  • Delegation of legal duties and approvals
  • Delegate legal duties to another user
  • Delegate specific legal duties
  • View and work on delegated legal duties
  • Use
  • Submit a legal request
  • View and track legal request details
  • Update a submitted legal request
  • Reopen a closed legal request
  • Managing legal requests
  • Assign a legal request
  • Work on a legal request
  • Manage attachments for a legal request
  • Document access in a legal request
  • Initiate an ad hoc approval
  • Cancel an ad hoc approval for a legal request
  • Approve or reject a legal request or its attachment
  • Communicate using emails from Legal Counsel Center
  • Promote a legal request to a legal matter
  • Transfer a legal request
  • Update a legal request by requester
  • Disable attorney client privilege for request.
  • Close a legal request
  • Reference
  • Legal Service Delivery properties
  • Components installed with Legal Request Management
  • Practice area tables for legal requests
  • Legal request record - Details tab
  • Response Template form
  • Legal Matter Management
  • Explore
  • Integrate Legal Matter Management with the Legal Tracker application
  • Attorney Client Privilege
  • Configure
  • Install Legal Matter Management
  • Legal matter templates
  • Create a legal matter template
  • Create a phase template for a matter template
  • Create a task template within a phase template
  • Approve or reject a matter template
  • Configure Legal Matter Management with outside counsel
  • Configure Legal Tracker instance URL
  • Configure the webhook registry
  • Configure data to enable matter creation in Legal Tracker
  • Add outside counsel details
  • Add approval route details
  • Configure the currency symbol for activity stream
  • Enable outside counsel engagement
  • Use
  • Assign a legal matter to a legal group user
  • Work on a legal matter
  • Initiate ad hoc legal matter approval
  • Cancel an ad hoc approval for a legal matter
  • Engage with outside counsel
  • Request Outside Counsel engagement
  • Submit outside counsel engagement request for approval
  • Approve or reject outside counsel engagement request
  • Assign task created for filling Legal Tracker details
  • Enter Legal Tracker details and submit for integration
  • Resolve errors during matter creation
  • View external matter details
  • Delete outside counsel engagement request
  • Approve or reject a legal matter or its artifact
  • Communicate using emails from Legal Counsel Center
  • Add a phase to a legal matter
  • Create a task for a legal matter
  • Complete a legal matter task
  • Approve or reject a legal matter task
  • Cancel a legal matter task
  • Create an artifact for a legal matter
  • Attach files to a legal matter artifact
  • Document access in a legal matter
  • Request document access for a legal matter
  • Remove document access of users in a legal matter
  • Add a milestone to a legal matter
  • Associate related legal requests with a legal matter
  • Associate an existing legal matter with a legal request
  • Disable attorney client privilege for matter
  • Close a legal matter
  • Reopen a legal matter
  • Reference
  • Components installed with Legal Matter Management
  • Practice area tables for legal matters
  • Legal Tracker Outside Counsel Engagement request form
  • Scheduled jobs installed for Legal Tracker
  • Outside counsel engagement notifications
  • Legal Service Delivery Practice Applications
  • Legal Content Review
  • Explore
  • Configure
  • Install Legal Content Review
  • Reconfigure forms to use new components
  • Requests
  • Submit a Legal Content Review request
  • Update a Legal Content Review request
  • Assign a Legal Content Review request
  • Cancel a Legal Content Review request
  • Reference
  • Components installed with Legal Content Review
  • Legal Content Review form
  • Legal Digital Forensics
  • Explore
  • Configure
  • Install Legal Digital Forensics
  • Configure a data source for digital forensics
  • Add fulfillment instructions and checklist for a data source
  • Requests
  • Submit a digital forensic request
  • Update a submitted digital forensic request
  • Manage
  • Work on a digital forensic request
  • Approve or reject custodial and non-custodial data processing
  • Work on a digital forensic legal matter
  • Create a task for a digital forensic legal matter
  • Work on a task for a digital forensic legal matter
  • Reference
  • Components installed with Legal Digital Forensics
  • Legal Invention Disclosure
  • Explore
  • Configure
  • Install Legal Invention Disclosure
  • Set up Outside Firms for Legal Invention Disclosure
  • Set up Outside Counsels for Legal Invention Disclosure
  • Enable Outside Counsel to be added to Legal Invention Disclosure matters
  • Set up optional inventor rewards in Legal Invention Disclosure
  • Use
  • Create a Legal Invention Disclosure request
  • Review the Legal Invention Disclosure request
  • Respond to a request for clarification for a Legal Invention Disclosure request
  • Create a matter or add a Legal Invention Disclosure request to an existing matter
  • Associate an existing Outside Counsel to a legal matter
  • Proceed with a Legal Invention Disclosure request
  • Provide Legal Invention Disclosure request information to an outside counsel
  • Facilitate the patent review process
  • Reference
  • Components installed with Legal Invention Disclosure
  • Legal Invention Disclosure form
  • Legal Investigations
  • Explore
  • Better together solution: Legal Investigations and HR Service Delivery Employee Relations
  • Configure
  • Install Legal Investigations
  • Configure an allegation type and its subtypes
  • Configure ethics complaint assignment group
  • Set up Legal Investigations with HR Service Delivery Employee Relations
  • Requests
  • Submit a complaint through Legal Service Portal
  • Submit a complaint through Employee Center
  • Submit a complaint via the ARC Portal
  • Access anonymous report
  • Manage
  • Triage legal investigation requests
  • Create an ethics legal matter from a universal request
  • Work on a legal request for a complaint
  • Work on a legal matter for a complaint
  • Add allegation with involved party
  • Add an interview task to a legal matter
  • Add a recommended actions task to a legal matter
  • Manage involved parties in a legal request or legal matter
  • Reference
  • Components installed with Legal Investigations
  • Record producers for legal investigations
  • Ethics complaints intake form
  • Ethics complaint intake form in the ARC portal
  • Involved Party form
  • Legal Matter Task form for legal investigations
  • Data mapping fields
  • Legal Simple Contracts
  • Explore
  • Configure
  • Install Legal Simple Contracts
  • Activate Word Document Templates
  • Configure Legal Simple Contracts
  • Define a user as an internal signer
  • Create a contract type
  • Legal contract templates
  • Configure legal contract of type HTML
  • Create a document block for legal contract templates
  • Add block content in a document template block
  • Create a legal contract template of type HTML
  • Create a legal contract template of type PDF
  • Configure legal contract templates of type Microsoft Word
  • Add content controls in a Microsoft Word document
  • Create a Microsoft Word legal contract template
  • Configure legal contract template participants
  • Update contract template mappings
  • Publish a contract template
  • Configure a rule for selecting a legal contract template
  • Configuring external applications for legal contracts
  • Configure an e-signature provider for legal contracts
  • Configure an external storage system for legal contracts
  • Set up Adobe Acrobat Sign integration for legal contracts
  • Set up Docusign integration for legal contracts
  • Set up Box integration for legal contracts
  • Configure Microsoft Dynamics CRM for sales contracts
  • Schedule import set jobs to pull data from the CRM system
  • Create a deflection rule for sales contracts
  • Activate a system property
  • Create a legal contract intake workflow
  • Migrate
  • Preparing for migration from Legal Simple Contracts to Contract Management Pro for Legal Service Delivery
  • Migrate to Contract Management Pro for Legal Service Delivery from Legal Simple Contracts
  • Data copied to Contract Management Pro for Legal Service Delivery during migration from Legal Simple Contracts
  • Result of migration from Legal Simple Contracts to Contract Management Pro for Legal Service Delivery
  • Requests
  • Non-disclosure agreement requests in Legal Simple Contracts
  • Submit a legal request for a NDA
  • Work on a legal contract request
  • Review and finalize the contract document
  • Signature process for a legal request
  • Sign or decline a legal contract electronically
  • Wet Signature workflow
  • Add a manually signed contract
  • Sales contract review requests
  • Submit a legal request for sales contract review
  • Work on a sales contract review request
  • Third-party contract review requests
  • Submit a legal request for a third-party contract review
  • Modify a legal request
  • Work on a TPC review request
  • Cancel a legal request
  • Manage
  • Edit a contract template of type Microsoft word
  • Preview a contract document for a Word document template
  • Preview and download a signed contract document
  • Create word document contract template
  • Reference
  • Components installed with Legal Simple Contracts
  • Third Party Contract Review form
  • Word Template New Record form
  • Legal Simple Privacy
  • Explore
  • Configure
  • Install Legal Simple Privacy
  • Reconfigure forms to use new components
  • Requests
  • Submit a privacy assessment request
  • Update a privacy assessment request
  • Assign a privacy assessment request
  • Cancel a privacy assessment request
  • Reference
  • Components installed with Legal Simple Privacy
  • Legal Simple Compliance
  • Install
  • Gifts and Entertainment Compliance
  • Explore
  • Configure
  • Install Gifts and Entertainment Compliance
  • Configure gift policy for Gifts and Entertainment Compliance
  • Configure approval workflow for Gifts and Entertainment Compliance
  • Requests
  • Submit a gifts and entertainment disclosure
  • Manage
  • Review gifts and entertainment disclosure
  • Update gifts and entertainment disclosure
  • Reference
  • Components installed with Gifts and Entertainment Compliance
  • Gift Policies form
  • Gift and entertainment disclosure form
  • Gifts and Entertainment Compliance notifications
  • Legal Conflict of Interest
  • Explore
  • Configure
  • Install Legal Conflict of Interest
  • Configure risk assessment
  • Configure risk factors
  • Configure flows for Legal Conflict of Interest
  • Use
  • Submit COI request
  • Update an existing conflict of interest disclosure request
  • Approve or reject a conflict of interest disclosure request
  • Update an existing conflict of interest disclosure record
  • View risk assessment details
  • Reference
  • Components installed with Legal Conflict of Interest
  • Legal Stock Preclearance
  • Explore
  • Configure
  • Install Legal Stock Preclearance
  • Set up a trading window
  • Add trading holidays
  • Manage access persons list
  • Requests
  • Submit a preclearance approval request
  • Approve or reject a stock preclearance approval
  • Reference
  • Components installed with Legal Stock Preclearance
  • Legal Hold Notification
  • Explore
  • Configure
  • Install Legal Hold Notification
  • Assign the legal user role to a custodian
  • Customize an existing legal hold notice template
  • Configure a new legal hold notice template
  • Configure a restricted caller access privilege
  • Use
  • Submit a Legal Hold Notification matter
  • Assign a matter owner
  • Issue a legal hold notice
  • Add a new custodian to an existing legal hold matter
  • Acknowledge the legal hold notice
  • Send a reminder to custodians for acknowledgment
  • Close a legal hold matter
  • Reopen a legal hold matter
  • Reference
  • Components installed with Legal Hold Notification
  • Legal hold notification matter intake form
  • Now Assist for Legal Service Delivery (LSD)
  • Explore
  • Supporting information for Now Assist for Legal Service Delivery (LSD)
  • Configure
  • Customize summarization skill
  • Skill inputs
  • Configure variables
  • Configure Q&A Genius results
  • Configure conversational intake
  • Configure agentic workflow
  • Activate the business rule for the Triage legal requests agentic workflow
  • Add legal request tables for data indexing
  • Semantic index settings for legal tables
  • Add fields to the semantic index for legal records
  • Restricted caller access privileges
  • Use
  • Summarize request and matters
  • Use from NAP
  • Generate Q&A search results
  • Conversational intake for COI
  • Agentic workflow
  • Triage legal requests agentic workflow
  • Integration with ServiceNow applications
  • Contract Management Pro for Legal Service Delivery
  • Explore
  • Contract Management Pro for Legal Service Delivery
  • Configure
  • Install Contract Management Pro for Legal Service Delivery
  • Install Microsoft Word add-in for ServiceNow Contracts
  • Configure the Microsoft Word add-in for ServiceNow Contracts
  • Create a legal contract intake workflow
  • Enable transfer of a legal request
  • Customize amendment intake form
  • Set up Contracts Core
  • Configuring external applications for legal contracts
  • Configure an external storage system for legal contracts
  • Configure an e-signature provider for legal contracts
  • Add supporting document widget
  • Add external signatories widget
  • Use
  • Non-disclosure agreement requests
  • Submit a legal request for a non-disclosure agreement
  • Modify a non-disclosure agreement legal request
  • Track non-disclosure agreement requests
  • Work on NDA legal requests
  • Synchronize a non-disclosure agreement
  • Regenerate contract document after modifying request
  • Updating and synchronizing signatories
  • Resolve failure to send contract document for signature
  • Resolve the failure to submit a self-serve contract
  • Resolve an error during send for signature
  • Reviewing and finalizing a self-served contract document
  • Review a contract document in Employee Center
  • Work on a contract change request
  • Initiate an ad hoc approval for a contract document revision
  • Send a non-disclosure agreement document for signature
  • Signature workflow for a request
  • Upload a manually signed contract document
  • Modify signatories
  • Resume signature process
  • Resend signature request
  • Cancel a wet signature
  • Third-party contract review requests
  • Create a legal request for a third-party contract review
  • Resubmit third-party contract request
  • Track third-party contract review request
  • Modify a third-party review request
  • Work on a third-party contract review request
  • Reclassify documents in third-party contract review
  • Modify supporting documents in third-party contract review request
  • Cancel the wet signature process from the Employee Center
  • Contract amendments
  • Submit amendment request
  • Track amendment agreement requests
  • Work on amendment request
  • View amendment details
  • Linking parent-child contracts
  • Internal review overview
  • Request an internal review
  • Work on internal review task
  • Share requested information for internal review
  • Cancel a review task
  • Cancel a legal request
  • View and download a signed contract document
  • View and download a signed contract document
  • View and download a signed contract document as a legal user
  • View contract requests
  • Manage Contract Management Pro for Legal Service Delivery
  • View a contract repository record
  • Modify a contract record
  • Manage clauses and contract templates
  • Reference
  • Components installed with Contract Management Pro for Legal Service Delivery
  • Third-party Contract Review form
  • Predictive intelligence for Legal Service Delivery
  • Explore
  • Predictive intelligence solution definitions and business rules
  • Configure
  • Activate Predictive Intelligence for Legal Service Delivery
  • Train classifier for legal subcategory
  • Train classifier for legal assignment group
  • Train classifier for ethics subcategory
  • Train classifier for ethics complaint
  • Configure fields to be displayed in Activity stream
  • Use
  • Use Predictive Intelligence for Legal Service Delivery
  • Reference
  • Components installed with Predictive Intelligence
  • Advanced work assignment for Legal Service Delivery
  • Explore
  • Configure
  • Activate Advanced Work Assignment for Legal Service Delivery
  • Set up Advanced Work Assignment for Legal Service Delivery
  • Use
  • Accept incoming legal request
  • Reference
  • Components installed with Advanced Work Assignment
  • Legal services on the Employee Center portal
  • Universal Request for Legal Service Delivery
  • Configure
  • Create a legal request from a universal request
  • Transfer a legal ticket to another department
  • Integration with Third-party applications
  • Microsoft Outlook Add-In for Legal Service Delivery
  • Explore Microsoft Outlook Add-In for Legal Service Delivery
  • Configure Microsoft Outlook Add-In for Legal Service Delivery
  • Activate Microsoft Outlook Add-In for Legal Service Delivery
  • Download Microsoft Outlook Add-In
  • Deploy Microsoft Outlook Add-In for Legal Service Delivery
  • Enable intake forms for Microsoft Outlook Add-In
  • Auto populate information from
  • Use Microsoft Outlook Add-In for Legal Service Delivery
  • Sign in to Microsoft Outlook Add-In for Legal Service Delivery
  • Submit legal request or matter
  • View legal request from the Outlook add-in
  • Manage attachments from Microsoft Outlook Add-In for Legal Service Delivery
  • Microsoft outlook add-in for Legal Service Delivery
  • Components installed with Microsoft Outlook Add-In for Legal Service Delivery
  • Search in Legal Service Delivery
  • Legal Virtual Agent Conversations
  • Install Legal Virtual Agent Conversations
  • Configure Virtual Agent conversation topics for legal services
  • Live agent support for legal services
  • Configure live agent support settings for legal services
  • Start a chat session through Legal Counsel Center Inbox
  • Legal Mobile
  • Install Legal Mobile
  • Download and log in to mobile apps to access legal services
  • Submit a legal request through Now Mobile
  • Assign a legal request through Mobile Agent
  • Work on a legal request through Mobile Agent
  • Manage a checklist for a legal request through Mobile Agent
  • Promote a legal request to a legal matter through Mobile Agent
  • Add collaborators to a legal matter through Mobile Agent
  • Add a phase in a legal matter through Mobile Agent
  • Add a task in a legal matter through Mobile Agent
  • Complete a legal matter task through Mobile Agent
  • Approve or reject a legal matter task through Mobile Agent
  • Add an artifact to a legal matter through Mobile Agent
  • Attach files to a legal matter through Mobile Agent
  • Close a legal matter through Mobile Agent
  • Close a legal request through Mobile Agent
  • Legal Counsel Center
  • Exploring Legal Counsel Center
  • Legal Counsel Center Classic
  • Configure Legal Counsel Center Workspace
  • Install Legal Counsel Center Workspace
  • Enable or disable notifications
  • Configure AI Search for Legal Counsel Center
  • Legal Counsel Center reference
  • Roles installed with Legal Counsel Center
  • Legal Counsel Center notifications
  • External Legal Service Center
  • Exploring External Legal Service Center
  • Configuring up External Legal Service Center
  • Install External Legal Service Center
  • Enable record producer for external user
  • Enable save as draft option for record producer
  • Configure the password reset process for External Legal Service Center
  • Using External Legal Service Center
  • Register with External Legal Service Center
  • Create request from External Legal Service Center
  • Edit requests in External Legal Service Center
  • View and track requests submitted in External Legal Service Center
  • External Legal Service Center reference
  • Components installed with External Legal Service Center
  • Property installed with External Legal Service Center
  • Exploring Legal Service Portal
  • Security in Legal Service Delivery
  • Scoped knowledge bases
  • Analytics and Reporting Solutions for Legal Service Delivery
  • Activate the Analytics and Reporting Solution for Legal Service Delivery
  • Legal Executive dashboard
  • Legal Operations dashboard
  • Workflows in Legal Service Delivery
  • Domain separation and Legal Service Delivery
  • Legal Service Delivery reference
  • Legal Service Delivery glossary
  • Contract Management Pro
  • Explore
  • Word Document Templates
  • Clause Management
  • Microsoft Word add-in
  • Contract and amendment request
  • Optimizing SOM through CM Pro
  • Optimizing SPO through CM Pro
  • Configure
  • Install CM Pro
  • Configure Microsoft Word Add-in
  • Configure external applications
  • Configure an external storage system
  • Configure an e-signature provider
  • Create a contract type
  • Configure parent-child contract linking
  • Create document template categories
  • Configure contract templates
  • Create templates in Microsoft Word
  • Create a contract template
  • Add content controls
  • Configure metadata for fields and variables
  • Configure signatories
  • Configure signature participants
  • Add signature blocks
  • Map clauses and clause variations
  • Configure dynamic tables
  • Add conditions for a table mapping
  • Append or add fields in a dynamic table
  • Upload and parse contract template
  • Complete clause mapping
  • Create contract template by manually adding content controls
  • Add content controls manually
  • Create a contract template
  • Create and configure participants
  • Participant form for contract templates
  • Classify and map imported clauses
  • Update contract template mappings
  • Publish a contract template
  • Configure dynamic clauses for contract templates
  • Create or edit a contract clause
  • Create a clause variation
  • Add metadata to a clause using add-in
  • Define an internal signatory rule
  • Configure contract template rules
  • Create a contract configuration
  • Configure additional features in CM Pro
  • Configure Contract Workspace
  • Activate Contract Workspace
  • Configure AI search for Contract Workspace
  • Configure signature pause duration
  • Auto-populate start date and end date
  • Generate certificate of completion
  • Display email details in activity stream
  • Enable keyword search for contract templates
  • Configure contract summarization
  • Configure reminders for expiring contracts
  • Copy fields from parent request to amendment request
  • Manage notifications in Contract Management Pro
  • Configure Obligation Management notifications
  • Configure email notifications for approval workflow
  • Configure extension point for notifications
  • Configure CM Pro for your workspace
  • Configure non-task tables for contract templates
  • Add a button to initiate contract
  • Add Contract requests tab
  • Add amendment tabs to contract
  • Add Contract document tab
  • Copy fields from parent request to contract request
  • Group contract documents in a contract request
  • Enable obligation management tab
  • Configure form header in contract requests
  • Enable configuring of template mappings
  • Add contract request fields in condition builder
  • Configure the Playbook tab
  • Add a script include method
  • Add a data broker script
  • Add the data broker to your workspace page
  • Configure the tab component
  • Configure obligation review
  • Use
  • Contract Workspace
  • Initiating a contract or amendment request
  • Initiate a self-served contract request
  • Initiate a non-self-served contract request
  • Initiate an amendment request
  • View and track contract request details
  • Assign a contract request
  • Use self-served contract request
  • Work on self-served requests
  • Work on self-served contract requests as a contract user
  • Add signatories in self-served contract request
  • Sync contract document (CM Pro 1.2.1)
  • Regenerate contract document after modifying request
  • Updating and synchronizing signatories
  • Update signatory information (CM Pro 1.2.1)
  • Resolve the failure to submit a self-serve contract
  • Resolve an error during send for signature
  • Reviewing and finalizing a self-serve contract document
  • Review a contract document in your workspace
  • Work on a contract change request
  • Send a contract document for signature
  • Use non-self-served contract request
  • Modify a non-self-served contract request
  • Work on a non-self-served contract review request
  • Add contract documents to non-self-served contract request
  • Reclassify contract documents
  • Modify supporting documents in the contract request
  • Add supporting documents to the contract request
  • Reclassify supporting documents in the contract request
  • Contract amendments
  • Approve contracts to allow amendments
  • Work on amendment request
  • View amendment details
  • Send email to stakeholders
  • Add clauses during authoring or negotiation
  • Create a document revision
  • Internal review overview
  • Request an internal review
  • Work on internal review task
  • Share requested information for internal review
  • Finalize and upload document
  • Cancel an internal review task
  • Linking parent-child contracts
  • Link parent contract requests
  • Link and inherit parent contract fields
  • Remove a linked contract
  • Initiate ad hoc approval
  • Approve or reject a contract document
  • Cancel ad hoc approval
  • Compare contract documents
  • Generate contract summary
  • Signature workflow for a contract request
  • Upload a manually signed contract document
  • Modify signatories
  • Resume signature process
  • Resend signature request
  • Cancel the signature process
  • Cancel a contract request
  • Download a signed contract
  • Obligation Management
  • Create obligation records
  • Create an ad hoc obligation task
  • Submit obligation tasks
  • Cancel an obligation task
  • Approve or reject obligation tasks
  • Search for keywords
  • Search in Microsoft Word add-in
  • Manage
  • Manage clauses, tables, and contract templates
  • Edit a contract clause variation
  • Edit contract templates by manually adding content controls
  • Edit a contract template in Microsoft Word
  • Edit or delete participants using add-in
  • Manage table mappings in a contract template
  • Create a contract template from an existing template
  • Preview a contract document from template
  • Delete a contract template
  • Manage contract records
  • View a contract record
  • Modify a contract record
  • Display correct sys_id value in contract documents
  • Platform Analytics Solutions for Contract Management Pro
  • Activate Contracts Dashboard
  • Contracts Dashboard
  • Modify assignment rule for contract requests
  • Now Assist in CM Pro
  • Explore
  • Configure
  • Configure data permissions for Now Assist skills
  • Select LLMs
  • Configure metadata extraction
  • Create use cases
  • Contract metadata extraction use cases
  • Map a use case
  • Configure system properties
  • Enable notifications
  • Configure the workspace URL
  • Configure extension point
  • Configure contract analysis
  • Create use cases
  • Map a field group to a clause
  • Map a field to an expected response
  • Map a use case
  • Configure obligation extraction
  • Create use cases
  • Map a use case
  • Configure agentic workflows
  • Activate business rules
  • Configure security controls for agentic workflows
  • Configure security controls for AI agents
  • Set default notice period
  • Update script include
  • Enable notifications
  • Configure conversational search
  • Copy contracts documents to repository
  • Index tables for conversational search
  • Post upgrade steps
  • Manage skills
  • Manage use cases
  • Manage use case mappings
  • Manage clause mappings
  • Manage expected response mappings
  • Deactivate skills
  • Use generative AI skills
  • Contract metadata extraction
  • Initiate metadata extraction from a contract
  • Work with extracted metadata
  • Metadata extraction results
  • Contract analysis
  • Analyze a contract document
  • Review Now Assist suggestions
  • Cancel a Now Assist contract analysis
  • Contract analysis states
  • Use agentic workflows
  • Manage contract repository agentic workflow
  • Review AI results
  • Review AI extracted metadata
  • Review AI-extracted obligations
  • Conversational contract search and insights Workflow
  • Search in contracts using conversational search
  • Domain separation and CM Pro
  • Reference
  • Components installed with CM Pro
  • Components installed with Contract Workspace
  • Components installed with Contracts Dashboard
  • Contract request states
  • Clause Variation form
  • Contract Configuration form
  • Properties installed to configure expiry notifications
  • Properties installed to configure contracts integrations
  • Expiring Contracts Condition form fields
  • Action assignment form
  • UFX Add on Event mapping form
  • Obligation form
  • Obligation Management notifications
  • Contract Management Pro glossary
  • Contract Management solutions
  • Universal Request
  • Exploring Universal Request
  • Universal Request versus Interaction Records (New Call record)
  • Universal Request data model
  • Universal Request roles and groups
  • Universal Request states and reasons
  • Mobile experience for Universal Request
  • Guided setup for Universal Request
  • Setting up and configuring Universal Request
  • Universal Request plugins
  • Activate Universal Request
  • Components installed with Universal Request
  • Activate Universal Request Advanced Work Assignment
  • Activate Universal Request Integration for Incident management
  • Activate Universal Request NLU Model for Virtual Agent Conversations
  • Activate Universal Request Reporting
  • Activate Universal Request Virtual Agent Conversations
  • Activate Predictive Intelligence for Universal Request
  • Activate Performance Analytics and Reporting for Universal Request
  • Configuring Universal Request
  • Configure users and groups
  • Assign roles to UR users
  • Assign delegated developer role
  • Service Level Agreement configuration for Universal Request
  • Transfer configuration
  • Configure Dynamic translation for Universal Request
  • Configure Chat queues
  • Configure Advanced Work Assignment chat queue
  • Configure Connect chat support queue
  • Predictive Intelligence for Universal Request
  • Train the classification solution to predict the assignment group
  • Train the similarity solution for similar knowledge articles
  • Train the similarity solution for similar closed Universal Requests
  • Train the classification solution to identify UR with sensitive information
  • Set up Virtual Agent for Universal Request
  • Enable Natural Language Understanding model for Universal Request topic
  • Standard Ticket page for Universal Request
  • Configure Standard Ticket page for Universal Request
  • Configure service to use Universal Request
  • Configure mappings
  • Map UR fields with target table fields
  • Create a service set
  • Create your service-specific assignment groups
  • Assign assignment group to service sets
  • Create your service for Universal Request
  • Assign assignment group to your service
  • Create service specific UI actions
  • Register application administration enabled scoped application
  • Remove UR administrator role from system administrator
  • Create a business rule for your service
  • Create a business rule to automatically create universal request
  • Create extension points for departments
  • Create an extension point for post-processing of transfers
  • Unified ticket experience setting
  • Create universal request automatically for department tickets via other channels
  • Email notification preferences for your service
  • Suppress outbound notification for services leveraging Universal Request
  • Use effective number in email subject
  • Automatically create universal request from an inbound email
  • Create universal request for catalog item or record producer
  • Universal Request state mapping
  • Domain separation and Universal Request
  • Using Universal Request
  • Create Universal Request
  • Cancel a universal request
  • Use the guided tour in Universal Request
  • View universal requests with primary ticket
  • Create associated ticket for primary ticket of UR
  • Improve inter-departmental communication
  • Universal Request sensitive information security
  • Transfer a primary ticket
  • Search similar and closed Universal Requests
  • Translate a Universal Request field
  • Reporting solutions for Universal Request
  • Universal Request Overview dashboard
  • Universal Request Process Overview dashboard
  • Virtual Agent for Universal Request
  • Create a universal request using Virtual Agent
  • Update or cancel a universal request using Virtual Agent
  • Universal Request Virtual Agent conversation flows
  • Universal Request reference
  • Universal Request properties
  • State mapping form
  • Transfer configuration form
  • Mapping configuration form
  • Service Configuration form
  • Universal Request form
  • Integrating Universal Request with other applications
  • Quick start tests for Universal Request
  • Universal Request in Agent Workspaces
  • Exploring Universal Request in Agent Workspaces
  • Setting up Universal Request in Agent Workspaces
  • Using Universal Request in Agent Workspaces
  • Using agentic flows in Universal Request AI agent collection
  • Universal Request Router agentic workflow
  • Universal Task
  • Exploring Universal Task
  • Universal Task types
  • Data model
  • Universal Task in Now Mobile
  • Setting up and configuring Universal Task
  • Install Universal Task
  • Components installed
  • Configuring your service
  • Assign admin role
  • Create UI actions for your service
  • Add a related list
  • Add a Task tab
  • Define agent criteria
  • Configure Universal Task for your service
  • Configure catalog items
  • Configure roles
  • Configure extension points
  • Display the universal tasks
  • Hide the template bar
  • Remove admin role
  • Email notification layout
  • Domain separation
  • Using Universal Task
  • Create a universal task
  • View and update Universal Task
  • Create an employee form
  • Universal Task templates
  • Create a template
  • Create a task template
  • Create dynamic template mapping
  • Use Task templates
  • Add list category in SOW core
  • Add lists under list categories
  • UX List Form SOW
  • Universal Task for external users
  • Universal Task reference
  • Universal Task form
  • Universal Task Configuration form
  • Employee form
  • Employee input task configuration
  • Universal Task template form
  • SharePoint Online Search Connector
  • SharePoint Online Search Connector prerequisites
  • Setting up the SharePoint Online Search Connector
  • Index sites for search
  • Exclude sites from indexing
  • SharePoint Online Search Connector search results
  • SharePoint Online Search Connector reference
  • Microsoft SharePoint crawl types
  • SharePoint Online Search Connector scheduled jobs
  • Graph connection form
  • REST connection form
  • Domain separation and SharePoint Online Search Connector
  • Core Business Suite
  • Employee Service Management

Configuring Now Assist for WSD

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Install and configure Now Assist for Workplace Service Delivery (WSD). As a system administrator configure the Now Assist for WSD application so that workplace reservation requesters can leverage the Now Assist generative AI capabilities.

    Configuration overview

    1. Install Now Assist for Workplace Service Delivery (WSD)
    2. Configure Now Assist in Virtual Agent for Workplace Service Delivery
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