---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/employee-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Exploring HR Service Delivery Playbook

# Exploring HR Service Delivery Playbook {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use HR Service Delivery
Agent Workspace to manage lifecycle event cases.

## HR Agent Workspace case form with Playbook {#playbook-hr-explore__section_nnh_fgc_jlb}

When Playbook is activated with HR Service Delivery
Agent Workspace, the Playbook tab appears in the Related
Items menu.  

Playbook Header
:   The Playbook Header shows the title of an activity set.  
    Note:  
    For more information on lifecycle event structure, see [Configure a lifecycle event](https://servicenow-prod.fluidtopics.net/nsc0o0S4~ksE8R1E0I5OVQ "Build a lifecycle event and its associated activity sets and activities with the lifecycle event builder.").

Stage panel
:   Along the left side of the Playbook form, you will see the stage panel that shows the lifecycle event and each activity set. Following each activity set shows a the number of activities completed and a status
    circle. A check inside the circle indicates a completed activity set.
:   A check mark inside the Playbook Header indicates that the activity set is complete.
:   You can quickly see how many activities there are for an activity set and how many are completed.
: In the example, the activity set Start onboarding has a total of nine activities with one completed (1 of 9).  

Activity stream
:   Select on an activity set in the stage panel to view all activities within the activity set.

HR card
:   You can drill into an activity from the activity stream by clicking on an activity to view details about case or
    task.
:   The HR case opens in a separate widow and tab.

HR card details
:   Select the activity and the Assigned to, HR service, Opened for, Subject person, State, and
    attachments appear.
:   At the top, right of an HR Playbook card are a series of icons.
:   The first icon on the left provides the state of the HR case or task. Hovering over shows details of the SLA.
:   Select the Add note or comment (![HR Playbook - Add note or comment icon]()) icon to add comments or notes related to the activity.
:   To view comments or notes, click the See activity button.
:   Select the Open task (![HR Playbook - Open task icon]()) icon to view the details of the HR case or task. A new tab with the HR case or tab opens.
:   Select the Minimize task (![HR Playbook - Minimize task icon]()) icon to close the details of the HR case or task.