Use Guided Tours in Agent Workspace for HR Case Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Use Guided Tours in Agent Workspace for HR Case Management to get instructions on how to perform a task.

    Before you begin

    Role required: sn_hr_core.writer

    About this task

    Guided Tours help train and onboard users within the workspace. Each tour is designed to provide an overview, guide you through a task, or complete a process. If needed, administrators can create more tours. For more information, see Guided tours.

    When you visit a page that has a guided tour for the first time, a welcome screen appears. You can choose to either begin the tour or skip the tour. The tour can be revisited from the Help Center menu.

    Procedure

    1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
    2. Navigate to one of the following pages:
      • Home page
      • List page
    3. Select the Show help icon (Show help icon).​
    4. Optional: Select the Pin Help Center menu icon Pin Help Center menu to pin the Help Center side panel on the page.
    5. Select Take a Tour​.
    6. Take the necessary action and select Next to progress through the tour.
      For ending the tour at any point, you can select End Tour in the side panel or select the Close button in the pop-up window and confirm to end the tour.
    7. Select Done after the tour is ended​.