HR Service Delivery Agent Workspace contextual side panel

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

    • The contextual side panel provides your agents with tools to research and resolve HR cases.

    For information on setting up Contextual Sidebar, see Set up Agent Assist.
    Response Templates
    Defined in Search Contexts.
    Search Context - Response Templates
    For more information, see Set up Agent Assist information sources.
    Note:
    The base system provides table configurations for each HR case table. If you use a different Center for Excellence (COE), you must create a new table configuration record.
    Employee Documents
    Defined in Search Contexts.
    Search Context - Employee Documents
    The Search Context for Employee Documents has Filter Configurations for each table and match the filter options on the HR Service Delivery Agent Workspace.
    Search Context - Filter Conditions
    • You can have one filter condition per HR case table.
    • You can customize conditions with basic conditionals.
    • You can disable filter configurations to prevent showing documents from the table.
    For more information, see Filter configuration for contextual search.