Using the HR Service Delivery Agent Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read
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    Summary of Using the HR Service Delivery Agent Workspace

    The HR Service Delivery Agent Workspace is designed for HR agents to efficiently interact with employees, manage inquiries, and resolve issues. The Classic version is deprecated, and users are encouraged to migrate to the Agent Workspace for HR Case Management for improved features.

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    Key Features

    • Home Page Navigation: Access the home page and various features through a series of icons located on the left side and top.
    • HR Case List: View and manage assigned HR cases, interactions, and tasks from any screen.
    • Create New: Initiate new cases or interactions directly from the home screen.
    • Search Functionality: Search for existing cases or employees to ensure accurate case creation.
    • Agent Inbox: Access assigned HR cases, chats, and interactions from the agent inbox for streamlined workflow.

    Key Outcomes

    By utilizing the HR Service Delivery Agent Workspace, HR agents can enhance their operational efficiency, improve employee service interactions, and ensure all HR services are properly documented. The configuration options allow for tailored usage according to the specific HR package and organizational needs.

    As an HR agent, use HR Service Delivery Agent Workspace or the Agent Workspace for HR Case Management to interact with employees, respond to inquiries, and resolve issues.

    Important:
    • HR Service Delivery Agent Workspace (Classic) is now deprecated and no longer supported or available for new activation. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.
    • If you are an existing user of HR Service Delivery Agent Workspace (Classic), you can migrate to the Agent Workspace for HR Case Management (Configurable) for enhanced features and capabilities. See Migration Guidelines.
    Note:
    The COEs available to you may differ depending on the HR package you have.
    • The categorization of HR catalog items are employee-facing only, and have no relation to the categorization of HR services under the HR Centers of Excellence (COEs) data model.
    • If you are creating a new HR service and plan to make it available for employee self-service, see HR catalog item configuration instead. Creating a new HR catalog item automatically creates a corresponding HR service, and you can avoid creating duplicate services.
    • If you have an existing HR service that you want to make available for employee self-service, do not create an HR catalog item. (Creating a HR catalog item automatically creates a corresponding HR service.) Instead, see Configure a record producer for an HR service to add the existing service as an HR catalog item in the HR service catalog.
    • The Agent Workspace for HR Case Management is highly configurable for HR agents. It supports the same functionality in the Classic HR Service Delivery Agent Workspace.
    You can start work in HR Service Delivery Agent Workspace or the Agent Workspace for HR Case Management from one of these areas:
    • Landing page
    • List queue
    • Agent inbox
    • Chat
    • Phone
    • Global search

    For additional information on working within Agent Workspace, see Using workspace.

    Along the left side and top of the Home page are a series of icons you can select.
    Table 1. Agent Workspace features with description
    Agent Workspace feature Description
    HR Agent WS - Home icon Select to take you back to the Home page.
    List icon HR case list Select to view a list of HR cases, interactions, HR tasks, and more. You can access the list icon from any screen.
    Inbox icon Shows any work items assigned to you.
    You can also indicate if you are:
    • Available
    • Offline
    • Away
    you are available
    Note:
    Requires activation of the Advanced Work Assignment (com.glide.awa) and Agent Chat (com.glide.interaction.awa) plugins.
    Add New Add New Select to create one of the following:
    • Interaction
    • HR case
    Note:
    Found at the top, left side of the Home screen.

    Create a new case

    From the HR Agent Workspace home page, select the create case icon create case icon.

    New case or interaction

    You can create a new HR case or an interaction. An interaction is when an employee contacts an HR agent and you want to ensure the interaction is documented and captured.

    Searching for an existing case or employee or skip

    You can search for an existing case or create a case from any screen. Select the create case icon create case icon.

    Searching for an employee also helps to verify that you are creating a case for the correct person.

    If your company uses Employee Relations, you can select the Skip verification link to create an ER case without identifying an Opened for person. For more information on Employee Relations, see Create an HR Service Delivery Employee Relations case using the legacy UI.

    Table 2. Agent Workspace existing case features with description
    Agent Workspace feature Description
    Search field Field where you enter a name, partial name, or case number.
    Note:
    Unlike the platform web-based UI, you can't search for or create cases for inactive users.

    Starting from the List queue

    You can select a case or an interaction from the List icon list icon.

    For additional information, see Setting up list view in a workspace.

    Working from the agent inbox

    You can also start work by going to the HR Agent Workspace Agent inbox icon agent inbox, which is on the left side of the navigation bar.

    Table 3. Agent Workspace agent inbox features with description
    Agent Responsibilities Description
    Select an HR case from agent inbox. Inbox that contains the HR cases that are assigned to you.

    Chats and interactions also appear in agent inbox. For more information on using chat, see Using chat in HR Service Delivery Agent Workspace.

    For additional information, see Working from the agent inbox.