Exploring HR Service Delivery Playbook

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Use HR Service Delivery Agent Workspace to manage lifecycle event cases.

    HR Agent Workspace case form with Playbook

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

    Playbook Header
    The Playbook Header shows the title of an activity set.
    Nota:
    For more information on lifecycle event structure, see Configure a lifecycle event.
    HR Agent WS - Playbook header
    Stage panel
    Along the left side of the Playbook form, you will see the stage panel that shows the lifecycle event and each activity set. Below each activity set shows a the number of activities completed and a status circle. A check inside the circle indicates a completed activity set.
    A check mark inside the Playbook Header indicates that the activity set is complete.
    You can quickly see how many activities there are for an activity set and how many are completed.
    In the example, the activity set Start onboarding has a total of nine activities with one completed (1 of 9).
    HR Agent WS - Stage panel
    Activity stream
    Click on an activity set in the stage panel to view all activities within the activity set.
    HR Agent WS - Activity stream
    HR card
    You can drill into an activity from the activity stream by clicking on an activity to view details about case or task.
    HR Agent WS - Playbook card
    The HR case opens in a separate widow and tab.
    HR card details
    Click the activity and the Assigned to, HR service, Opened for, Subject person, State, and attachments appear.
    At the top, right of an HR Playbook card are a series of icons.
    HR Agent WS - Playbook card details
    The first icon on the left provides the state of the HR case or task. Hovering over shows details of the SLA.
    Click the Add note or comment (HR Playbook - Add note or comment icon) icon to add comments or notes related to the activity.
    To view comments or notes, click the See activity button.
    Click the Open task (HR Playbook - Open task icon) icon to view the details of the HR case or task. A new tab with the HR case or tab opens.
    Click the Minimize task (HR Playbook - Minimize task icon) icon to close the details of the HR case or task.

    The other areas of Playbook are covered in .