At a Glance panel

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

    • Enable HR agents to better assist and resolve employee requests with the At a Glance panel in HR Service Delivery Agent Workspace.

    Overview

    The At a Glance panel displays key HR profile details about the employee, such as the employee's job title, employment start date, office location, contact information, and organizational details. Agents can quickly access this information so that they have a better understanding of the employees they are trying to help.

    Configure the At a Glance panel

    You can configure the At a Glance panel by adding or removing HR profile fields for the Employee Details and Contacts sections.

    Before you begin

    Role required: sn_hr_core.admin

    About this task

    Procedure

    1. Navigate to All > HR Profile > HR Profiles.
    2. Open any HR profile record.
    3. Right click the form header, and navigate to Configure > Form Layout.
      Accessing the At a Glance panel.
    4. Under Form view and section, click the View name dropdown and select the At a Glance field.
      Configuring At a Glance
    5. Select the section that you want to configure.
      • Employee Details
      • Contacts
      By default, the At a Glance panel is configured to display basic employee details. You can select fields from the Employee Details and Contacts sections to add or remove fields from the At a Glance panel.
      Note:
      The At a Glance panel replaces the Customer 360 Ribbon component.
    6. Add or remove fields for that section.

      If a field does not have a corresponding value, then it does not appear in the panel.

    7. Click Save.