Configuring Lifecycle Events

Australia Employee Service Management
Release
australia
ft:locale
en-US
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
  • Configure
  • Skill inputs and triggers
  • RCA approvals
  • Restrict capabilities for ER cases
  • Customize skills
  • Configure attachment summary
  • Configure resolution notes
  • Extend table support
  • Configure sensitivity detection
  • Configure Gen AI Virtual Agent
  • Configure Virtual Agent topics
  • Configure HCM AI agents
  • Configure HR AI voice agents
  • Configure manager insights
  • Configure Now Assist for HR - Galileo Inside
  • Use agentic workflows
  • Help resolve tuition requests
  • Help resolve tuition reimbursement requests
  • Predict service and transfer HR cases
  • Resolve noncritical HR cases
  • Resolve critical HR case
  • Generate case fulfillment plan
  • Generate onboarding ramp-up plan
  • Set trigger to Employee Center
  • Activate Onboarding ramp-up trigger
  • Activate the associated Now Assist skills
  • Add Employee Center to the Now Assist in Virtual Agent display experience
  • Review and edit onboarding ramp-up plans
  • Offboarding knowledge transfer plan generation agentic workflow
  • Add Employee Center to the Now Assist in Virtual Agent display experience
  • Configure the AI agent triggers for offboarding to use Employee Center
  • Activate the Offboarding knowledge transfer trigger
  • Activate the Knowledge transfer record created trigger
  • Activate the Now Assist skill for offboarding
  • Generate offboarding knowledge transfer plans using Now Assist
  • Review offboarding knowledge transfer summaries using Now Assist
  • Schedule interviews
  • 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
  • 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
  • Configuring interview health tracker alerts
  • 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
  • Tracking interview health
  • Provide interview feedback
  • Share scheduling preferences
  • Managing interviews as an interviewer
  • Substitute 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
  • 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 up Microsoft Outlook integration in Career Conversations
  • Create a connection with Microsoft Exchange Online
  • Configure Microsoft Azure
  • Configure the webhook registry of Microsoft Exchange Online spoke in Career 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
  • Create a growth conversation using an agent
  • Career Conversations reference
  • Components installed with Career Conversations
  • Career Conversations Conversations reference
  • Create Suggested Talking Points reference
  • Suggested Talking Points table
  • 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 details guided tours
  • Journey overview guided tour
  • Pre-hire experience
  • Team tasks
  • Configure
  • Install Journey designer
  • 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
  • Create plan configurations
  • Create Journey designer plan configuration
  • Assign owners and approvers to a journey configuration
  • Change Journey designer plan configuration owners or approvers
  • Enable the Now Assist Journey generation skill
  • Enable team tasks
  • 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
  • Add or modify recommended learning in Journey designer
  • 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
  • Integrate
  • 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
  • Use
  • 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
  • Work with journeys in 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
  • Add tasks to an activity set using Journey designer
  • 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
  • Reference
  • Task template fields
  • 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
  • Explore
  • Journey Accelerator versions and release compatibility
  • Configure
  • 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
  • Use
  • 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
  • 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
  • Configure a lifecycle event
  • Configure a lifecycle event activity set
  • Lifecycle Events evaluation interval
  • Use Condition with Event BR (Demo) activity set
  • Use 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
  • Configure escalation rules for HR cases
  • 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
  • Components installed with Labor Unions
  • Create a labor union
  • Create a local chapter
  • Create union contacts
  • 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
  • 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)
  • Configure
  • Activate the Anonymous Report Center
  • Add ARC catalog items to the Employee Center
  • Using the Anonymous Report Center
  • Anonymously report misconduct
  • Anonymously report discrimination
  • Access an anonymous report
  • Employee Relations integration
  • HR Documents
  • Employee Document Management
  • Explore
  • Configure
  • Activate
  • Defining and setting for employee documents
  • Use
  • Managing employee documents
  • Bulk imports
  • Locate and transform documents
  • Configuring bulk import
  • Bulk import map examples
  • Correcting employee documents in the staging table
  • Dashboard
  • Reference
  • Properties
  • Components installed
  • 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
  • Migrating from HR Document Templates to Document Templates
  • 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
  • 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
  • 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
  • Configure
  • RCA approvals
  • Activate scheduled job
  • Configure important dates
  • Configure team requests
  • Configure team data
  • Configure team column data
  • Configure team filters
  • Set up direct reports
  • Configure daily stats
  • Configure to do mappings
  • Configure widgets
  • Use
  • Get team brief
  • Proactive prompts
  • Generate team summary
  • Know your team members
  • Set up direct reports
  • View employee details
  • Get team insights
  • Know your team's skills
  • Skill summary
  • View skill distribution
  • View employee cards
  • View skill details
  • Utilize Manager Library
  • Use employee summary topic
  • Integrate
  • Reference
  • Components installed
  • Campaign contributions
  • 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
  • Use the View menu icon
  • Assign learning form
  • Create a conversation form
  • Schedule a conversation form
  • Leader Hub
  • Explore
  • At a glance page
  • Org talent page
  • Team details page
  • Install and configure
  • Install
  • 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
  • Run quick start tests
  • Use
  • View north-star and drill-down metrics
  • View team details
  • Use the View menu icon
  • View skill details
  • View organizations you support
  • Use the Employee Summary VA topic
  • Integrate
  • Reference
  • 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 overview
  • Explore
  • Workforce Optimization for HR Manager Workspace
  • Configure
  • Activate
  • RCA approvals
  • Domain Separation
  • Configure scheduling
  • Configure event categories
  • Create event types
  • Configure schedule adherence properties
  • Modify schedule adherence and conformance formulas by using extension points
  • Event type extension points
  • Configure teams
  • Create KPI Groups to monitor performance
  • Add managers to a KPI assignment group
  • Configure coaching
  • Configure an indicator to display in the Coaching Overview tab in Workforce Optimization for HR
  • Set up skill prediction
  • Use extension points
  • Configure a list menu
  • Configure demand forecast
  • Configure data collection
  • 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 tracked Knowledge Base for the self-solved KPI
  • 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
  • Use
  • 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
  • Configure
  • Import users
  • Configure for Provider
  • Activate for Provider
  • Configure for Consumer
  • Activate for Consumer
  • Use
  • Use for Provider
  • Use for Consumer
  • Reference
  • Integration of HR Service Delivery with third-party systems
  • HR Integrations
  • Activate
  • Components installed
  • Integrating with the First Advantage service
  • Provide source credentials
  • Verify integration
  • Add background check packages
  • Integrating with the Accurate Background service
  • Provide source credentials
  • Verify integration
  • Add background check packages
  • Integrating with the Sterling Talent Solutions service
  • Provide source credentials
  • Verify integration
  • Add background check packages
  • 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
  • Integrating with the Adobe Sign service
  • Activate
  • 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
  • CIC Plus service
  • Configure
  • Enterprise Service Management Integrations Framework
  • Configure 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)
  • Use
  • 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
  • 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
  • Configure the flow
  • Configure learning objects
  • Reference
  • Components installed
  • Source
  • HR Integration services
  • Users
  • Learning objects
  • Status mapping
  • Transform maps
  • HR Service Delivery Integration with Magnit
  • Explore
  • Status communication to Magnit
  • Configure
  • Map tasks
  • Source
  • Activate a schedule flow
  • Reference
  • Compontents installed
  • Default entities
  • HR Service Delivery Integration with Workday
  • Configure
  • Synchronize worker profiles
  • Configure worker profile settings
  • Configure properties for Worker profile synchronization
  • Mapping worker profile fields
  • Integrate Workday professional worker profiles
  • Configure to-dos
  • Activating schedule flows
  • Use
  • Use transform maps
  • View job tracker details from Workday
  • View tasks from Workday
  • Reference
  • Components installed
  • Worker profile synchronization limitations
  • HR Service Delivery Advanced Integration with Workday
  • Configure
  • Set up total rewards
  • 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
  • Configure
  • Configure HCM AI agents
  • Use
  • 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
  • Use HCM AI agents
  • Reference
  • Components installed
  • Subflow-agent mapping
  • HR Service Delivery Integration with Workday Learning
  • Configure
  • Activate schedule flows
  • Synchronize users
  • Use
  • View user activity
  • View track approval
  • Use transform maps
  • Import set tables
  • To-dos staging
  • User course activity staging
  • Reference
  • Components installed
  • Edit a record
  • To-dos staging form
  • User course activity staging
  • HR Service Delivery integration with Oracle Cloud HCM
  • Configure
  • Configure properties
  • Activate schedule flows
  • Use
  • Mapping entity profile fields
  • Run a scheduled job
  • Reference
  • Components installed
  • Transform maps
  • HR Service Delivery Advanced Integration with Oracle HCM
  • Components installed
  • Configure total rewards
  • Configure holiday calendars
  • Configure Virtual Agent topics
  • Configure HCM AI agents
  • Submit a time off balance query
  • Submit a direct deposit query
  • Report a payslip issue
  • HR Service Delivery Portal UI Components
  • Now Assist Virtual Agent topics
  • Use HCM AI agents
  • Subflow-agent mapping
  • HR Service Delivery Integration with SuccessFactors
  • Configure
  • Activating schedule flows
  • Configure pull todos
  • Configure push todos
  • Enable push todos flow
  • Configure Virtual Agent topics
  • Configure HCM AI agents
  • Configure properties
  • Use
  • View job tracker details
  • View to dos
  • Use transform maps
  • Field mappings
  • Now Assist Virtual Agent topics
  • Use HCM AI agents
  • Reference
  • Components installed
  • Subflow-agent mapping
  • Source
  • HR Service Delivery with Ultimate Kronos Group
  • Configure
  • Set up symbolic periods
  • Set up accrual codes
  • Train the NLU model
  • Subflows
  • Reference
  • Components installed
  • Document Template integration with AdobeSign
  • Components installed
  • Configure
  • Create adobe sign groups
  • Document Template integration with Docusign
  • Components installed
  • Configure
  • Employee Relations integration with Navex Ethicspoint
  • Components installed
  • Configure
  • Configure properties
  • Map fields
  • Source
  • 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
  • Create an HR case
  • Work on an HR case
  • Transfer an HR case
  • Creating a universal request
  • 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
  • Dashboards
  • Human Resources agent dashboard
  • Manager 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
  • Notifications
  • Create 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
  • 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
  • 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
  • Employee requests page
  • Create or modify a request filter
  • 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
  • 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 user experience analytics
  • 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
  • Smart prioritization
  • 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
  • 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
  • Employee Slate
  • Employee Slate introduction
  • Conversation-first experience
  • Personas and workflows
  • Configuration flow
  • Quick start for Employee Slate
  • Before you start
  • Employee Slate for Moveworks
  • Set up Moveworks for Employee Slate
  • Configure Employee Slate for Moveworks
  • Configure the Moveworks chatbot for Employee Slate
  • Moveworks chatbot fields
  • Employee Slate for Now Assist
  • Configure admin console
  • Configure multi-theme
  • User criteria
  • Configure Tasks and requests
  • Employee Slate Advanced
  • Employee Slate home
  • Configure home page
  • Chat assistance for catalog and knowledge
  • Create and manage catalog request
  • Find policy information
  • Working with Employee Slate capabilities
  • Tasks and requests
  • Manage tasks and approvals
  • Personalized canvas
  • Canvas module
  • Configure default canvas
  • Customize canvas widgets
  • Notifications
  • Configure notifications
  • Employee Org chart
  • Work with Org chart and profiles
  • Configure org chart
  • Employee profile
  • View and edit profiles
  • Configure employee profile
  • Employee communications
  • Create announcement
  • Conversational authoring for announcements
  • Create announcement with AI
  • Create announcement with AI
  • Employee Slate announcement form
  • Calendar and schedule management
  • Configure Upcoming Holiday widget
  • Use the Calendar assistant
  • Featured apps in Employee Slate
  • Quick Links widgets
  • Configure Quick Links
  • Search sources for Employee Slate
  • Add internal search sources
  • Add external search sources
  • Analytics and reporting
  • Events and conversion funnels
  • AI-powered Widget Builder
  • Configure AI widget builder
  • Create widget with AI Builder
  • Working with Moveworks capabilities
  • Experience journey and use cases
  • Update personal records
  • Research and generate artifacts
  • Search enterprise content
  • Prompt library
  • 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
  • Moveworks overview
  • Employee Slate
  • Employee Slate introduction
  • Conversation-first experience
  • Personas and workflows
  • Configuration flow
  • Quick start for Employee Slate
  • Before you start
  • Employee Slate for Moveworks
  • Set up Moveworks for Employee Slate
  • Configure Employee Slate for Moveworks
  • Configure the Moveworks chatbot for Employee Slate
  • Moveworks chatbot fields
  • Employee Slate for Now Assist
  • Configure admin console
  • Configure multi-theme
  • User criteria
  • Configure Tasks and requests
  • Employee Slate Advanced
  • Employee Slate home
  • Configure home page
  • Chat assistance for catalog and knowledge
  • Create and manage catalog request
  • Find policy information
  • Working with Employee Slate capabilities
  • Tasks and requests
  • Manage tasks and approvals
  • Personalized canvas
  • Canvas module
  • Configure default canvas
  • Customize canvas widgets
  • Notifications
  • Configure notifications
  • Employee Org chart
  • Work with Org chart and profiles
  • Configure org chart
  • Employee profile
  • View and edit profiles
  • Configure employee profile
  • Employee communications
  • Create announcement
  • Conversational authoring for announcements
  • Create announcement with AI
  • Create announcement with AI
  • Employee Slate announcement form
  • Calendar and schedule management
  • Configure Upcoming Holiday widget
  • Use the Calendar assistant
  • Featured apps in Employee Slate
  • Quick Links widgets
  • Configure Quick Links
  • Search sources for Employee Slate
  • Add internal search sources
  • Add external search sources
  • Analytics and reporting
  • Events and conversion funnels
  • AI-powered Widget Builder
  • Configure AI widget builder
  • Create widget with AI Builder
  • Working with Moveworks capabilities
  • Experience journey and use cases
  • Update personal records
  • Research and generate artifacts
  • Search enterprise content
  • Prompt library
  • 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
  • Now Assist for Employee Center Pro
  • Explore
  • Configure
  • 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
  • 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 a Microsoft Teams application registry entry to connect the created app to ServiceNow instance
  • 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
  • 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
  • Manage actions in Action planner
  • Create an action in Action planner
  • 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
  • Configure location search bar
  • 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
  • Safety incident form
  • 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 contractor company from 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 chemical
  • Complete a chemical record manually
  • Delete a chemical record
  • Request a safety data sheet (SDS)
  • Monitor and manage the Regulatory list for a chemical substance
  • Reference
  • Components installed
  • Chemical request form
  • Chemical form
  • Chemical ingredient form
  • Chemical item form
  • Regulatory list regulation form
  • Integration with third-party services
  • 3E
  • 3E Protect
  • Explore 3E Protect
  • Enable 3E integration
  • Configure 3E Protect application registry
  • Configure OAuth authentication for the 3E Protect API
  • Sync with service provider
  • 3E Regulatory Intelligence
  • Explore 3E Regulatory Intelligence
  • Configure 3E regulatory application registry
  • Configure OAuth authentication for the 3E Regulatory Intelligence API
  • Create a regulatory list manually
  • Sync regulatory list
  • 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
  • Configure cleanup of pending AI action suggestions
  • Use
  • Summarize an incident
  • Use generative AI skills
  • Incident pattern analysis
  • Analyzing safety incident patterns
  • Work on an incident pattern record
  • Conversational AI report
  • Generate AI‑suggested actions
  • 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
  • Reference
  • Components installed
  • Incident pattern record details tab
  • Skills, AI agents, and agentic workflows
  • 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 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 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 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
  • Subscribe to request for entry updates
  • Send data to the Employee Health Screening log
  • Get employee or visitor health data
  • 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 Service Portal
  • Workplace services on the Employee Center portal
  • Virtual Agent for Workplace Service Delivery
  • Configure
  • 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
  • View your workplace floor plan update logs
  • Workplace dashboards
  • Workplace manager dashboard
  • Workplace dashboard in Workplace Service Portal
  • Reference
  • 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
  • Make a reservation
  • Standard services
  • Configure
  • 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
  • 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 and configure reservation waitlist
  • Reservation Waitlist data model
  • Create a reservation waitlist
  • Create a schedule job for waitlist
  • Purge a waitlist
  • 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
  • Use
  • Create a reservation in Microsoft Outlook add-in
  • Edit reservation details in Microsoft Outlook
  • Delegate reservations in Microsoft Outlook add-in
  • Analytics and Reporting
  • Reservation Management dashboard
  • Reference
  • 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
  • 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
  • Host portal
  • Receptionist portal
  • Visitor portal
  • Configure
  • Install Workplace Visitor Management
  • Create a visitor policy
  • Assign visitor policy to a workplace location
  • Create a record producer for visitor management
  • Configure a visitor type
  • Configure visit requirements
  • 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
  • Use the host portal
  • Adding visitors
  • Make a visitor registration
  • Review visitor policies
  • Using the visitor portal
  • Logging in to the visitor portal
  • Complete pre-check tasks
  • Manage your visitor data
  • Manage
  • Use the receptionist portal
  • 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
  • New visit form
  • Additional requirement form
  • Analytics and Reporting
  • View visit logs
  • Visitor Reception Dashboard
  • Workplace Calendar Synchronization
  • Explore
  • Configure
  • 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
  • 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
  • Configure strict mode Connection and Credential alias
  • 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
  • Reservation approvals in Microsoft Exchange Online
  • 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
  • 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
  • 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
  • Synchronization Health Dashboard
  • Reference
  • 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
  • Create a KPI Configuration
  • Reviewing allocation changes
  • Managing neighborhoods
  • Reference
  • Components installed with Workplace Space Management
  • Properties installed with Workplace Space Management
  • View by Configuration form
  • KPI Configuration form
  • Workplace Maintenance Management
  • Explore
  • Configure
  • Install Workplace Maintenance Management
  • Manage
  • 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
  • Reference
  • Maintenance plan schedule examples
  • Components installed with Workplace Maintenance Management
  • Workplace Lease Administration
  • Explore
  • Configure
  • Activate Workplace Lease Administration
  • Use
  • 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
  • Reference
  • 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
  • Configure
  • 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
  • Reference
  • Microsoft Outlook Add-in Components
  • Microsoft Outlook Add-in Properties
  • Workplace Move Management
  • Explore
  • Configure
  • Install Workplace Move Management
  • Manage
  • 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
  • View move requests
  • View move tasks
  • Reference
  • Components installed with Workplace Move Management
  • Workplace Service Delivery for Mobile
  • Explore
  • Configure
  • 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
  • Use
  • 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
  • Reference
  • 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
  • Use Stack Plan
  • Manage neighborhoods using Space Planning
  • Manage a single neighborhood
  • Manage spaces using Space Planning
  • Manage workplace profiles using Space Planning
  • Manage scenarios 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
  • Create custom filters on the schedule view
  • View space details
  • Schedule view flexibility
  • 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
  • Manage workplace cases in calendar view in Workplace Central
  • Manage workplace cases in List view in Workplace Central
  • View Facility Assets in Workplace Central
  • 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
  • Manage reservation waitlist records
  • 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
  • Explore
  • Configure
  • 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
  • Reference
  • Components installed with Workplace Connectors
  • Environmental data form for Workplace Connectors
  • Workplace Concierge
  • Explore
  • Configure
  • 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
  • Reference
  • Employee Presence Calendar Widget form
  • Workplace Agent for mobile
  • Explore
  • Configure
  • Install Workplace Agent for mobile
  • Use
  • Manage workplace cases and tasks
  • 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
  • Reference
  • Workplace Agent for mobile - Key features, actions, and case details
  • WSD for Microsoft places
  • Explore
  • Configure
  • Register the WSD for Microsoft places application
  • Download manifest files
  • Modify the manifest file
  • Upload the WSD for Microsoft places application
  • Reference
  • WSD for Microsoft places- Key features and actions
  • Workplace Services Kiosk
  • Explore
  • 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
  • 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 Now Assist Panel Platform Agent
  • Enable Now Assist panel
  • Configure the Workplace Case Summarization Skill
  • Configure the Workplace Concierge email address
  • Use
  • 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
  • Workplace Advisor Overview
  • Workplace advisor QnA agentic workflow
  • Using Now Assist for workplace queries
  • Workplace Advisor QnA examples
  • Insight cards on the Workplace Central dashboard
  • Configure workplace data sources
  • Define AI prompt configurations
  • Run the scheduled job to generate workplace insights
  • View workplace insights on the dashboards
  • Receive email notifications for Workplace Insights
  • Workplace Concierge agentic workflow
  • Use Workplace Concierge with Now Assist in Virtual Agent
  • Use Workplace Concierge with email or calendar invite
  • 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
  • Modify or add Employee Readiness Surveys
  • 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
  • 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 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
  • Fetch potentially exposed user data from a data source
  • Domain separation for Emergency Exposure Management
  • 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 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
  • 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
  • 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
  • Signature workflow for a request
  • Upload a manually signed contract document
  • Initiate offline signature
  • Modify signatories
  • Resume signature process
  • Resend signature request
  • Cancel a wet signature
  • 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 Sales CRM 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
  • 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
  • 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
  • Send a contract document for signature
  • Initiate offline signature
  • Upload a 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
  • Create use case mapping form
  • 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
  • Create use case mapping form
  • 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
  • Configure conversational search tables
  • 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 document
  • Search in contract metadata
  • 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
  • Use
  • 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
  • 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

Configuring Lifecycle Events

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

    • Plan and configure Lifecycle Events.

    Configuration overview

    1. Activate Lifecycle Events for Enterprise
    2. Activate Lifecycle Events
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