Configure HR Playbook Experiences

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Use Playbook Experiences to modify the default playbook experience configurations.

    Before you begin

    Role required: sn_hr_ws.admin
    Note:
    To make changes, clone the HR Playbook Experience record first.

    Procedure

    1. Navigate to All > Playbook Experience > Playbook Experiences.
    2. Select HR Playbook.
    3. Select the Playbook Configurations tab and select true.
      For information on the form fields, see Update playbook experience configurations.
    4. Select the Playbook Activity Overrides tab and an activity override.
      For information on the form fields, see Set up playbook activity overrides.
    5. After editing or creating, click Update or Submit.