ServiceNow HRSD Telugu Series-Episode 5 | HR Case Creation & Configuration | ServiceNow Telugu Video

Published: 17 October 2024
on channel: Gautham Digital Learning
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To create and configure HR cases in ServiceNow's HR Service Delivery (HRSD) module, follow these steps:

1. HR Case Creation
HR cases are requests or issues related to HR services, and you can create them manually or automatically through various channels like the employee self-service portal.

Steps to Manually Create an HR Case:
Navigate to HR Case Management:

Go to the ServiceNow instance, and type "HR Case Management" in the application navigator.
Click 'Create New':

Select the "Create New" option under the HR Case Management module.
Fill Out the HR Case Form:

Employee: Choose the employee for whom the case is being created.
Category: Select the category, such as "Employee Relations," "Payroll," or "Benefits."
Topic: Choose the topic that further defines the type of request or issue.
Short Description: Provide a brief summary of the issue or request.
Description: Add more details about the case.
Save and Submit:

After filling in the required fields, save and submit the case. The case will be assigned to the appropriate HR team or individual.
2. HR Case Configuration
You can configure HR cases to match the specific needs of your HR department. This involves setting up HR templates, workflows, and related configurations.

Steps to Configure HR Cases:
Create HR Case Templates:

Navigate to HR Templates (search for it in the application navigator).
Click on New to create a new HR case template.
Define the template details, such as default assignee, priority, and task instructions.
Save the template. These templates can be used for common HR requests to speed up case creation.
Set Up Workflows:

Go to Flow Designer or Workflow Editor to automate HR case handling.
Create workflows that automatically assign cases, send notifications, or escalate cases based on conditions.
Configure HR Services and Categories:

Navigate to HR Services and define the specific services (e.g., Onboarding, Leave Request) available for case creation.
Assign categories, topics, and case types to these services to streamline the process.
Assign Security Roles:

Make sure the right roles (e.g., HR Case Writer, HR Case Reader) are assigned to users to manage and view cases.
3. Automation and SLA Setup
Set Up SLAs: Define Service Level Agreements (SLAs) for HR cases to track resolution times and ensure timely handling.
Automate Case Creation: Use inbound emails, the employee self-service portal, or virtual agents to automate the creation of HR cases.
By following these steps, you'll have a streamlined HR case creation and configuration process, enabling your HR team to efficiently manage and resolve employee requests.

ServiceNow HRSD Telugu Series - Episode 5 | ServiceNow Telugu Videos | Gautham Digital Learning | Learn ServiceNow in Telugu | Telugu ServiceNow Videos | ServiceNow Telugu Tutorials | HR Service Delivery (HRSD) | ServiceNow HRSD | HR Case Creation & Configuration | Human Resources Service Delivery | HRSD Plugins


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