Guided setup for HR Service Delivery

  • Release version: Yokohama
  • Updated January 30, 2025
  • 4 minutes to read

    • Run the guided setup to complete the relevant tasks for getting started with the HR Scoped application.

    Before you begin

    Role required: sn_hr_core.ws_admin and sn_hr_core.admin

    About this task

    Guided Setup supports domain separation at the global and at the parent or child levels. You can run the guided setup separately for each domain within HR Service Delivery.

    To learn more about domain separation, see Domain Separation and HR Service Delivery.

    Procedure

    1. Navigate to All > HR Adminstration > Guided Setup.
      Alternatively, you can click the Guided setup related link in a specific domain in Workspaces > SP Admin Workspace.
      Note:
      Guided Setup-Legacy allows you to run guided set up at a global domain only. Use the new Guided Setup instead.
    2. Click Continue.
      The HR Guided Setup page appears.
    3. Expand any category to view detailed status and related tasks.
      1. Click Start to set up each task or activity within a category.
      2. Click Mark as complete after you are done with the set up.
      Table 1. HR Guided Setup
      Category Description
      HR Users Set up your HR team's groups, roles and tier escalation definitions to enable where HR cases get delivered in the HR application, set up rules of escalations, and define role assignments.
      • Set up groups and manage members within those groups, and what skills assignments can be handled by those groups.
      • Set up HR roles to control access to functions in the HR application.
      • Set up group's roles.
      • Set up individual user's roles.
      • Set up client role rules for non HR team users to be able to access HR Services.
      • Set up HR tier escalation rules.
      HR Company Set up your company's departments, locations, positions and skills to use within HR application that are generally to be set in a user's profile.
      • Set up departments for user's profiles.
      • Set up locations for offices, and user's profiles.
      • Set up positions for user's profiles.
      • Set up skills for user's profiles in order to route specific HR cases to the correct group or individual.
      HR Chat and Email Configuration Set up your HR notifications, email, and chat settings.
      • Set up HR chat queue so that users can communicate to HR staff via chats.
      • Set up email notifications to define who receives what content when process related changes occur.
      • Set up email templates used in notifications.
      • Set up email scripts used by templates.
      HR Application Configuration Set up your applications with components that define the operation and available data groupings:
      • Set up criteria to define groups of users based on conditions, allowing for pre defined group actions.
      • Set up Document Templates to define text and formats that can be used for HR application functions such as signed documents and employee verification letters.
      • Set up external links to manage URL based content available to users.
      • Set up properties that adjust runtime behavior of the HR application.
      • Set up relationships between users.
      • Set up surveys to define who receives and what type of information is captured from users during case management.
      HR Knowledge Management Knowledge Management helps you to capture and share ideas, experience, and information that your users collectively possess. Effective use of Knowledge Management improves efficiency, quality of service, and customer satisfaction. Complete the activities in this category to configure your organization's knowledge management process.
      • Set up your knowledge bases to add in HR content.
      • Set up your knowledge articles that serve as your HR content.
      • Set up your knowledge articles as an import to pull in a library of content into articles.
      HR Service Catalog Service catalog helps to present the services that your organization offers to employees. Complete the activities in this category to structure and build the services that the employees can request through the service catalog.
      • Set up service catalog categories to help categorize the HR cases and requests.
      • Set up service catalog items that collect information from users of your application.
      • Set up links between service catalog items and knowledge articles and attachment forms displayed in the service portal.
      HR Service Configuration HR Services are a collection of user selectable Service Catalog items, but they contain behavior options, categorizations, pre-filled templates for HR case management and other attributes.
      • Set up service catalog categories to help categorize the HR cases and requests.
      • Set up HR service definition, including links to Service Catalog Record Producers, Templates, Case Options, and Fulfillment Instructions.
      • Set up Service Options that define case creation behavior options for use in this service.
      • Set up Topic Detail for classifying this service.
      • Set up Topic Category for classifying this service.
      • Set up Service Templates for what fields will get pre filled for a service during a case creation.
      HR Service Definitions HR Service Definitions tables that contain data used by the HR Services.
      • Set up Benefit Providers used by your company.
      • Set up Benefit Types used by your company.
      • Set up Disciplinary Issue Types used by your company.
      • Set up Disciplinary Warning Types used by your company.
      • Set up Operational Report Frequency values used by your company.
      • Set up Operation Report Types used by your company.
    4. Click Complete after you have finished all the tasks within all categories.