Opportunity Type Configuration for Opportunity Marketplace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Opportunity Type Configuration for Opportunity Marketplace

    Opportunity Marketplace (OPM) in ServiceNow enables the creation and management of different opportunity types tailored to specific roles and opportunity structures. Administrators can configure and customize opportunity types to suit unique business needs. Three default opportunity types come pre-configured with OPM: Gig, Project, and Volunteer.

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    Key Features

    • Default Opportunity Types:
      • Gig: Single-role opportunities with one or multiple vacancies.
      • Project: Multi-role team opportunities with vacancies per role.
      • Volunteer: Multi-role volunteering opportunities with role-specific vacancies.
    • Custom Opportunity Types: Admins can clone base opportunity types to create tailored opportunity types.
    • Configurable Fields for Opportunity Types:
      • Title: Displayed in the Employee Center’s Opportunity Marketplace.
      • Role Display: Defines how roles appear (embedded vs separate positions).
      • Opportunity Details: Descriptions stored in the Project opportunity creation table and configured via record producers.
      • Roles and Requirements: Available roles and requirements stored in the Opportunity position table, defining job roles/positions.
      • Description: Text shown to users describing the opportunity.
      • Hiring Approval Flow: Approval processes for managing hiring related to the opportunity.
      • Active: Toggle to activate or deactivate the opportunity type record.
      • User Criteria: Access restrictions determining who can create or view the opportunity type.
      • Icon: Visual icon associated with the opportunity type for easy identification.
      • Help Link Label and URL: Customizable help link shown on the Create Opportunity page for user assistance.

    Practical Application for ServiceNow Customers

    ServiceNow customers can leverage this configuration to define opportunity types that closely reflect their organizational hiring and volunteering strategies. By customizing opportunity types, customers can streamline the opportunity creation and management process in the Employee Center, control role presentation, enforce access criteria, and guide users with contextual help links. The ability to configure approval flows and role requirements enables more structured and compliant hiring processes within their Opportunity Marketplace implementations.

    Opportunity Marketplace (OPM) supports different opportunity types that are designed for unique types of opportunities and roles.

    Admins can create opportunity types. There are three opportunity types that automatically come with OPM. Admins can create other opportunity types.
    Table 1. Base application opportunity types
    Opportunity type Description
    Gig A Gig is an opportunity that consists of just a single role that can have one or many vacancies.
    Project A Project is an opportunity that is intended to enable sourcing a team that consist of multiple roles with one or many vacancies according to the role.
    Volunteer A Volunteer is an opportunity that consists of multiple roles with one or many vacancies according to role for volunteering-related activities.
    Table 2. Opportunity Type record fields
    Field name Description
    Title A title for the opportunity that is visible from the Opportunity Marketplace in the Employee Center.
    Role display Controls the number of roles that can be added to an opportunity.
    • Embedded within opportunity (1 position only)
    • Separate from opportunity (1 or more positions)
    Opportunity details

    A list of available opportunity descriptions. The Opportunity details are visible in the opportunity. Opportunity details are stored in the Project opportunity creation details [sn_opp_market_opportunity] table.

    Opportunity details and Roles and requirements are record producer records in the Catalog Item [sc_cat_item] table. The record producer is a configuration of the layout for which fields are shown. There are 3 opportuntiy types included with the base system (Gigs, Project, and Volunteer). Clone one of the base opportunity types to create a custom Opportunity type.
    Roles and requirements

    A list of available opportunity roles and requirements. Opportunity Marketplace roles and requirements are stored in the Opportunity position [sn_opp_market_opportunity_position] table.

    Opportunity Marketplace roles are the job roles or positions for the opportunity.
    Description The text for the description of the opportunity that is displayed in Opportunity Marketplace the Employee Center.
    Hiring approval flow A list of available approval flows for managing the hiring process for an opportunity.
    Active Select to make the record active.
    User criteria Criteria to restrict access to the opportunity record. User criteria defined in the opportunity type determines who can create an opportunity type.
    Icon You can add an icon to opportunity types or view the icons for existing opportunity types.
    Help link label The text that is visible to users as the link for help. Add the label from the opportunity type page. The link appears at the bottom of the Create an opportunity page in the Employee Center.
    Help link URL The URL that is associated with the Help link label.