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Creating and configuring a custom HR page in ServiceNow's HR Service Delivery (HRSD) involves several steps. The process can be tailored depending on what you need, but here's a general approach:
Steps to Create and Configure an HR Custom Page in HRSD:
1. Define the Requirements
Identify what information or services should be presented on the custom HR page.
Decide who the audience will be e.g., employees, HR staff, managers.
Understand the required data sources HR cases, knowledge articles, etc..
2. Create a New Page in Service Portal
Navigate to: Service Portal - Pages in the Application Navigator.
Click New to create a new page.
Provide a name for your page (e.g., "HR Custom Page") and set an appropriate URL suffix (e.g., /hr-custom-page).
3. Add Widgets to the Page
Use widgets to display content such as HR services, knowledge articles, HR cases, or user profile information.
Common HR widgets to add:
HR Services: Displays available HR services.
HR Knowledge: Shows HR knowledge articles.
My HR Cases: Displays the logged-in user's open HR cases.
Widgets can be customized or built from scratch using HTML, AngularJS, or ServiceNow's widget editor.
Steps to add widgets:
Go to the page editor for the custom page.
Click on the desired layout section and select Add Widget.
Choose widgets from the list or create a new widget if necessary.
4. Configure the HR Custom Page Layout
You can use predefined layouts (like 2-column, 3-column) or create your own using the Page Designer.
Adjust where widgets will be displayed (e.g., services on the left, cases on the right).
5. Set Permissions and Roles
Ensure the page is accessible only to users with the right roles (e.g., employees, HR agents).
Go to Service Portal - Pages - Access Control and define who can view the page.
Set access conditions using HR-specific roles like sn_hr_core.basic, sn_hr_core.admin, etc.
6. Publish and Test the Custom HR Page
After configuring the layout and adding content, publish the page.
Test it with different user roles to ensure that it works as expected and that the information is displayed correctly based on the permissions.
7. Custom Styling (Optional)
Use CSS or the Service Portal Theme Editor to apply custom branding, colors, fonts, and other stylistic elements to make the page consistent with your organization's branding.
8. Add the Page to the HR Service Portal Navigation
You can add the custom page to the HR Service Portal's menu by navigating to Service Portal - Service Portal Configuration - Menus.
Edit the appropriate menu and add a new menu item that links to your custom HR page.
9. Personalization (Optional)
Use User Criteria to personalize the content shown on the page, such as showing specific services or articles based on location, department, or employee status.
Example Use Cases for Custom HR Pages:
A Benefits Enrollment Page that aggregates all benefits-related services, FAQs, and articles.
A New Hire Onboarding Page showing the onboarding tasks and knowledge articles relevant to new employees.
A HR Case Dashboard for HR staff to track and manage their assigned cases.
Key Tools and Components in HRSD:
HR Case Management: Helps manage employee requests.
HR Knowledge Management: Provides access to HR knowledge articles.
HR Services and Catalog: Offers access to HR service offerings and requests.
By following these steps, you can create a custom HR page that enhances employee self-service and optimizes HR operations.
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