Configure the HR ticket page header for an HR service

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Configure the HR ticket page header for an HR service. The HR ticket page is where users can view the details of an HR case in the Employee Service Center.

    Before you begin

    Role required: sn_hr_core.admin

    You can define how the HR case header appears for the opened for/approver and subject person/task assigned users. The HR case header configuration records can be applied to one or more HR services.

    Procedure

    1. Navigate to All > HR Administration > HR Services > HR Service Configuration.
    2. Open the HR service.
    3. For each of the following fields, open the HR case header configuration record.
      OptionDescription
      Opened for / Approver view Appearance of the HR case header for the opened for and approver users in the HR ticket page.
      Subject person / Task assignee view Appearance of the HR case header for the subject person and task assignee users in the HR ticket page.
      Note:
      To create a new HR case header configuration record for the HR service, click the Lookup icon, and then click New.
    4. Fill in the fields on the form, as appropriate.
      Table 1. Configuration form
      Field Description
      Name Name of the HR case header configuration record.
      COE HR case table that the configuration is associated with.
    5. In the Title row related list, configure the title of the HR case header.
      You can map one or more fields from the HR case table, such as the HR service and the subject person's name. Alternatively, you can provide your own text for a custom title.
    6. In the Person row related list, configure the person row of the HR case header.
      You can map one or more fields from the HR case table, such as the opened for, subject person, assigned to, and watch list users. You can also provide custom labels for each person's column.
    7. In the Details related list, configure the detail row of the HR case header.
      You can map one or more fields from the HR case table, such as the short description. You can also provide custom labels for each detail's column.
    8. Click Submit or Update on the HR case header configuration form.
    9. Click Update on the HR service form.

    Custom HR case header for dental benefits HR cases in the HR ticket page

    You are part of an enterprise HR organization using the HR Service Delivery application. You want to customize the appearance of the HR case header when a user views a dental benefits HR case in the HR ticket page in the Employee Service Center.

    To do this, you need to configure the HR case header form for the dental benefits HR service for the opened for/approver users and the subject person/task assignee users. For each user group, you can customize the appearance of the title, person, and detail row.

    In the HR case header configuration record, configure the appearance of the title, person, and detail rows.

    Once configured, you can see how the HR case header appears in the HR ticket page for the dental benefits HR service.

    You can configure the title, person, and detail row of the HR case header for the HR ticket page.