Using At a Glance for HR Service Delivery Agent Workspace
Use the At a Glance feature from the contextual sidebar to quickly view HR profile information for the opened for person on an HR case.
You can configure what information you want to appear in At a Glance from the HR profile form.
HR profile
What appears on your At a Glance panel depends on what you configure on
an HR profile. You can open any HR profile and add or remove the fields you want to appear. What
you select appears for all HR profiles, but only fields with data appear on the At a
Glance panel.
Note:
If the subject person on an HR case does not have an HR profile
record, the At a Glance icon in the contextual side panel does not appear.
If you change the subject person, the profile information of that person will also be immediately updated in the At a Glance panel, enabling you to verify the right person even before saving the change.
For more information, see HR profile editable field configuration. For more information on adding fields to an HR profile, see Configuring the form layout.