Set up HR Service Delivery Playbook so that your agents can easily
manage, track, and lifecycle event cases.
- Activation
- To activate Playbook for HR, you must go to the ServiceNow Store to make it
available on your instance.
- Activate the following plugins:
Playbook Experience Core
[com.glide.playbook_experience.config].
The next two (2) applications are obtained
from the store:
- Playbook Experience [sn_playbook_exp]
- Playbook Experience Components [now_playbook_exp]
- For more information, see Install a ServiceNow Store
application.
- HR cards
- The Playbook tab under HR Service Delivery
Agent Workspace has HR cards.
- HR cards represent each activity in the activity set which could represent various
records such as HR tasks, HR cases, requests, incidents, approvals, and more.
- Below is an example of an HR card showing an HR task record.
- The Verify Work Authorization card has an HR task type = Mark When Complete condition.
- Each activity shows an HR task, case, request, and others. The activities look at the HR Playbook Card Configuration table to match the lowest order record.
- The HR Playbook Card Configuration can have filters to determine what values to render.
- Use HR Playbook Card Configuration to configure cards.
- For more information, see Configure HR Service Delivery playbook card.
As an HR administrator, use this to configure how each playbook looks in HR Service Delivery Playbook for different types of records (HR case, task, and
others). Different record types have different relevant information to show.
The base system provides 19 records.
Note: For more information on playbook configuration, see Set up a playbook.