Add a knowledge article to an HR category item in legacy HR

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

    • You can add a knowledge article to an HR category item to help users access information pertaining to the category, in the non-scoped version of HR. For example, you can attach an article about the company dental benefits to the Dental Benefits category item.

    Before you begin

    Role required: admin, hr_manager, or hr_admin

    Procedure

    1. The easiest way to add a knowledge article to a category item is to navigate to HR • Administration > Catalog & Templates > Manage HR Catalog.
    2. Click the category item you want to add a knowledge article to, such as Dental Benefits.
      Three icons appear in the bottom right corner of the category item.
    3. Click the Manage KB articles icon.
      The Catalog Item to KB Links list opens.
    4. Click New to open the Catalog Item to KB Links new record form.
    5. Fill in the required fields, using the reference lookup icon where available.
      Table 1. Catalog Item to KB Links fields
      Field Description
      Name Descriptive name for the knowledge article. Can be the actual name of the article.
      Catalog Item Catalog item to link the knowledge article to, such as Dental Benefits.
      Knowledge Article Knowledge article to link to the catalog item. such as Dental Benefits Enrollment Form.
      Managed Document Controlled internal document, such as an insurance provider Dental Claim Form.
      Active Check box that specifies the category item is in use.
      Order Order in which the articles are processed in the list. Articles with lower-order numbers appear in the list first.