HR Management Overview
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Questions and Answers

What are the functions of a journey template owner? (Choose three.)

  • Manage the order and flow of the journey stages and tasks (correct)
  • Create task templates for their audience in a simple user-friendly experience (correct)
  • Change only the task templates that they own (correct)
  • Restrict inter-departmental transfer of sensitive case details
  • Message new hire to welcome them to the team

When using Agent workspace for Case Management, how can the maximum default size of 30MB for an Employee Document be changed?

  • Using the maximum file upload size in megabytes field in the Employee Document Properties (correct)
  • Using the maximum file upload size business rule
  • Using the file upload size system property
  • Using the maximum file upload size in megabytes Security policy

Which of the following are predefined Dashboards that are installed with HR Case Management? (Choose three.)

  • Onboarding Dashboard
  • Employee Relations Cases Dashboard
  • Manager Dashboard (correct)
  • HR Case Dashboard (correct)
  • Workforce Administration Dashboard
  • Overview (correct)

What are the key differentiators between an HR Profile record and a User record? (Choose three.)

<p>The HR Profile may include employee marital status. (D), The HR Profile includes employee organizational information like Colleagues. (A), The HR Profile is intended to store confidential employee data that is pertinent for HR. (@)</p> Signup and view all the answers

Which feature enables agents to have discussions about their work in the Next Experience user interface?

<p>Sidebar overview (B)</p> Signup and view all the answers

What kinds of records can be created using HR Service Activities? (Choose two.)

<p>Tasks (A), Approvals (B)</p> Signup and view all the answers

User authentication and Instance restriction are examples of what type of security?

<p>Platform Access (B)</p> Signup and view all the answers

If the HR Service does not have any Case options specified, HR Documents must be manually generated for the HR Case. In this situation, who is able to generate an HR document for the Case?

<p>Only the assigned to person (D)</p> Signup and view all the answers

If a knowledge base and its articles have no user criteria selected, a user without a role can do what?

<p>read articles, but not contribute (D)</p> Signup and view all the answers

When configuring a PDF Document Template, how does the system map form fields to ServiceNow fields?

<p>The Mapping field on the PDF Template Mappings record (C)</p> Signup and view all the answers

Where does the HR Administrator define which HR Profile fields can be edited in the ServiceNow instance?

<p>HR Administration &gt; Properties (A)</p> Signup and view all the answers

An employee in Chicago submits a request using the Employee Service Center. The HR Case template associated with the HR Service defines the Skills needed, but not an Assignment Group. Using base platform functionality, which of the following is the first step the system takes to assign the Case?

<p>An Assignment Rule assigns the Case to a group (B)</p> Signup and view all the answers

Which module provides a user-friendly interface new HR Skills and assigning HR skills to members of the HR department?

<p>Manage HR Skills (D)</p> Signup and view all the answers

ServiceNow has identified 3 maturity levels for an HR customer. What are they?

<p>Managed Interactions, Self-Reliance, Smart Services (D)</p> Signup and view all the answers

What is the primary purpose of HR Topic Categories?

<p>They group common HR Services. (B)</p> Signup and view all the answers

Using the Lifecycle Event Enterprise application, tasks may only be assigned to... (Choose the most appropriate answer.)

<p>HR Case Workers, Employees, users in other groups (B)</p> Signup and view all the answers

Which application is used to send prompts to managers and employees in their flow of work?

<p>Proactive Prompts (D)</p> Signup and view all the answers

Which application is used to analyze trends, patterns, and data on the Team Insights page?

<p>Manager Hub (C)</p> Signup and view all the answers

A customer using Lifecycle Events Enterprise has documented a large offboarding Lifecycle Event that includes many steps. Many of the steps, including approvals, must be completed in a specific order. Which of these is the best method to use to ensure the activities are triggered in the appropriate order?

<p>Create activity containers for the dependent items (A)</p> Signup and view all the answers

Which feature prevents editing or purging of employee documents based on an HR Profile?

<p>Legal Holds (D)</p> Signup and view all the answers

With the I18N: Knowledge Management Internationalization Plugin v2 enabled, how are translated Knowledge articles associated with each other so that the user is presented with the article in the selected language?

<p>Translated Versions related list (C)</p> Signup and view all the answers

Which application delivers employees an omni-channel learning experience to enable timely access to the correct learning?

<p>Learning Posts (B)</p> Signup and view all the answers

When configuring a Lifecycle Event, which of the following is used to define the relationships between fields in various tables?

<p>Activity Field Mapping (C)</p> Signup and view all the answers

If all Can Edit Journey permissions are selected on the Journey configuration, which of the following users are allowed to make changes to the existing Journey? (Choose two.)

<p>The journey owner (C), The mentor (D)</p> Signup and view all the answers

Scenario: Alex is a member of the HR Tier 1 group which grants him the HR Basic [sn_hr_core.basic] role. He is going to be out of the office for a few days and wants to use granular delegation to allow his friend Amy to complete his tasks. Amy is not yet a member of any HR groups, but hopes to transfer into HR one day. Will granular delegation work for this purpose?

<p>No. Granular delegation does not change a delegate's access to records. (D)</p> Signup and view all the answers

Each HR service created in ____ has a corresponding transform map job.

<p>HR Integration Service (A)</p> Signup and view all the answers

How can fields for a specific HR Service be displayed on the New Case Creation page?

<p>Using the Case Creation Service Configurations (C)</p> Signup and view all the answers

Which learning task template field allows creation of the short description and description in one or more languages?

<p>Global descriptions for translations (D)</p> Signup and view all the answers

In terms of bulk cases what Status label is given to a User that no longer matches the criteria defined in User Segments?

<p>Excluded (B)</p> Signup and view all the answers

What role is required at a minimum, to access the Lifecycle Events Cases View Dashboard?

<p>HR Case Reader [sn_hr_le.case_reader] (B)</p> Signup and view all the answers

What determines when the HR Chat queue is available?

<p>Schedule field on the Queues record (D)</p> Signup and view all the answers

Which base instance application delivers the results of current state metrics?

<p>HR Reports (C)</p> Signup and view all the answers

When configuring the Onboarding Lifecycle Event, the HR Admin did not select an Audience for the 'Select a Desk' task. If a remote employee is being onboarded, how does the system handle this task?

<p>The activity will be triggered and must be manually closed (A)</p> Signup and view all the answers

The customer you will be implementing for wants to utilize Now Mobile. What is the minimum HR SKU they may purchase that includes Now Mobile?

<p>HR Service Delivery Professional (A)</p> Signup and view all the answers

What role is required, at a minimum, to view confidential HR Profile data?

<p>HR Basic [sn_hr_core.basic] (A)</p> Signup and view all the answers

How can a PDF document on an active HR case be generated? (Choose two.)

<p>By the Assigned to person (A), Autogenerated by system configuration (D)</p> Signup and view all the answers

What variable type is included to configure the HTML document template?

<p>Customized Variable (C)</p> Signup and view all the answers

In the base ServiceNow platform, the Human Resources General Knowledge base has Can Contribute User Criteria set to Users with the [sn_hr_core.kb_write] role. If a Knowledge article in the Human Resources General Knowledge base has no Can Contribute User Criteria set, what is the minimum role a user would need to edit the article?

<p>KB Writer [sn_hr_core.kb_writer] (B)</p> Signup and view all the answers

If the HR Administrator group has been tasked with collecting Performance Analytics data, what additional role should be granted to the group?

<p>Performance Analytics Data Collector [pa_data_collector] (C)</p> Signup and view all the answers

When configuring a record on the COE ACL Configuration module how can you apply the conditions to all HR services for the COE?

<p>Select the Applies to all services box (B)</p> Signup and view all the answers

After configuration on a Lifecycle Event is complete, what additional configuration is needed to initiate the LE process for an employee?

<p>An HR Service is needed to initiate the LE process (B)</p> Signup and view all the answers

When creating a new Lifecycle Event activity set, what happens when the audience field is set as empty?

<p>The activity set applies to all employees. (B)</p> Signup and view all the answers

Which plugin is recommended when upgrading from the global version of HR to the scoped version?

<p>Human Resources Scoped App: Data Migration [com.sn_hr_migration] (A)</p> Signup and view all the answers

Which ServiceNow feature is used to create pulse surveys?

<p>Listening Posts (D)</p> Signup and view all the answers

What is the purpose of Journey designer?

<p>It combines Lifecycle Event cases and Journey Accelerator action plans. (A)</p> Signup and view all the answers

Which Lifecycle Event activity type enables you to manage the dependencies or order of activities within an activity set?

<p>Activity container (D)</p> Signup and view all the answers

If the Applies to all services box is not checked on the COE ACL Configuration record, what additional configurations must be made to the record?

<p>At least one HR Service must be selected for the Services list (D)</p> Signup and view all the answers

What is the minimum role required to view confidential data associated with the HR Profile?

<p>HR Profile viewer [sn_hr_core.profile_reader] (B)</p> Signup and view all the answers

What Primary Security aspects are focused on for the HR application? (Choose three.)

<p>Contextual Security (A), Roles and Groups (B), Platform Access (C)</p> Signup and view all the answers

In Employee Document Management, which of the following statements is true for legal holds?

<p>Legal Holds may be placed on either a Document Type or an individual employee's HR Profile (A)</p> Signup and view all the answers

Beginning with the Orlando release, which module allows HR Administrators to define which groups may access the various COEs or HR Services without needing to edit or create new ACL records?

<p>COE ACL Configuration (C)</p> Signup and view all the answers

How can HR Tasks be marked as optional?

<p>Set Optional to True on the HR Task Template (D)</p> Signup and view all the answers

Using the base HRSD configuration with no integrations, when the subject person electronically signs an HR document or PDF document, the signature is saved as what?

<p>a picture of the signature that is added to the document (B)</p> Signup and view all the answers

When creating a PDF Document template, the Document revision field must be completed. How does the system determine which documents are available to be selected for this field?

<p>Your group memberships and the Document owner field on the Managed Document record (B)</p> Signup and view all the answers

In the HR Guided Setup Module, the Configuration View displays which of the following for a Category? (Choose three.)

<p>Forms (C), Lists (E), Properties (F)</p> Signup and view all the answers

Flashcards

What are the functions of a Journey Template Owner? (Choose three)

Journey Template Owners are responsible for managing the order and flow of the journey stages and tasks, creating task templates for their audience, and overseeing journey templates and approval flows.

How can the maximum default size of 30MB for an Employee Document be changed?

The maximum file upload size system property controls the maximum size of files that can be uploaded as Employee Documents in Agent Workspace.

Which of the following are predefined Dashboards that are installed with HR Case Management? (Choose three)

The Manager Dashboard, Employee Relations Cases Dashboard, and HR Case Dashboard are all predefined Dashboards that are included with HR Case Management.

What are the key differentiators between an HR Profile record and a User record? (Choose three)

The HR Profile stores confidential employee data pertinent for HR, including employee organizational information like colleagues and marital status. The HR Profile also stores the employee's assigned delegates.

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Which feature enables agents to have discussions about their work in the Next Experience user interface?

Work Notes allow agents to have discussions about their work in the Next Experience user interface.

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What kinds of records can be created using HR Service Activities? (Choose two)

HR Service Activities can create Approvals and Tasks.

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User authentication and Instance restriction are examples of what type of security?

User authentication and instance restriction are examples of Platform Access security, which controls access to the ServiceNow platform itself.

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If the HR Service does not have any Case options specified, HR Documents must be manually generated for the HR Case. In this situation, who is able to generate an HR document for the Case?

Only the Assigned to person can generate an HR document for the Case when no Case options are specified.

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If a knowledge base and its articles have no user criteria selected, a user without a role can do what?

If a knowledge base has no user criteria selected, a user without a role can read articles, but not contribute.

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When configuring a PDF Document Template, how does the system map form fields to ServiceNow fields?

When configuring a PDF Document Template, the system maps form fields to ServiceNow fields through the Mapping field on the PDF Template Mappings record.

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Where does the HR Administrator define which HR Profile fields can be edited in the ServiceNow instance?

The HR Administrator defines which HR Profile fields can be edited in the ServiceNow instance within HR Administration > Properties.

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An employee in Chicago submits a request using the Employee Service Center. The HR Case template associated with the HR Service defines the Skills needed, but not an Assignment Group. Using base platform functionality, which of the following is the first step the system takes to assign the Case?

An Assignment Rule creates a list of possible assignees based on base platform functionality. The system will then use this list to assign the Case based on factors like Skills and Assignment Group.

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Which module provides a user-friendly interface for managing HR Skills and assigning HR skills to members of the HR department?

Skills Management provides a user-friendly interface for managing HR Skills and assigning them to members of the HR department.

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ServiceNow has identified 3 maturity levels for an HR customer. What are they?

ServiceNow identifies three maturity levels for an HR customer: Managed Interactions, Self-Reliance, and Smart Services.

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What is the primary purpose of HR Topic Categories?

HR Topic Categories group common HR Services.

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Using the Lifecycle Event Enterprise application, tasks may only be assigned to... (Choose the most appropriate answer.)

Using Lifecycle Event Enterprise, tasks can be assigned to HR Case Workers, Employees, and users in other groups.

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Which application is used to send prompts to managers and employees in their flow of work?

Proactive Prompts send prompts to managers and employees in their flow of work.

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Which application is used to analyze trends, patterns, and data on the Team Insights page?

Manager Hub is used to analyze trends, patterns, and data on the Team Insights page.

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A customer using Lifecycle Events Enterprise has documented a large offboarding Lifecycle Event that includes many steps. Many of the steps, including approvals, must be completed in a specific order. Which of these is the best method to use to ensure the activities are triggered in the appropriate order?

Activity containers are used to ensure that dependent activities are triggered in the appropriate order within a larger Lifecycle Event.

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Which feature prevents editing or purging of employee documents based on an HR Profile?

Retention Policies prevent editing or purging of employee documents based on an HR Profile.

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With the I18N: Knowledge Management Internationalization Plugin v2 enabled, how are translated Knowledge articles associated with each other so that the user is presented with the article in the selected language?

With I18N: Knowledge Management Internationalization Plugin v2 enabled, translated Knowledge articles are associated with each other through the Translated Versions related list so that the user is presented with the article in the selected language.

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Which application delivers employees an omni-channel learning experience to enable timely access to the correct learning?

Learning Posts deliver employees an omni-channel learning experience to enable timely access to the correct learning.

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When configuring a Lifecycle Event, which of the following is used to define the relationships between fields in various tables?

Activity Field Mapping is used to define the relationships between fields in various tables when configuring a Lifecycle Event.

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If all Can Edit Journey permissions are selected on the Journey configuration, which of the following users are allowed to make changes to the existing Journey? (Choose two.)

Both the journey owner and the admin are allowed to make changes to the existing Journey when all Can Edit Journey permissions are selected.

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Scenario: Alex is a member of the HR Tier 1 group which grants him the HR Basic [sn_hr_core.basic] role. He is going to be out of the office for a few days and wants to use granular delegation to allow his friend Amy to complete his tasks. Amy is not yet a member of any HR groups, but hopes to transfer into HR one day. Will granular delegation work for this purpose?

No, granular delegation does not change a delegate's access to records. Amy would need to be added to an HR Group to inherit the necessary role.

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Each HR service created in _______ has a corresponding transform map job.

Each HR service created in HR Integration Service has a corresponding transform map job.

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How can fields for a specific HR Service be displayed on the New Case Creation page?

Using the Case Options field on the HR Service allows you to display HR Service-specific fields on the New Case Creation page.

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Which learning task template field allows creation of the short description and description in one or more languages?

The Global descriptions for translations field allows the creation of the short description and description in one or more languages for a learning task template.

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In terms of bulk cases what Status label is given to a User that no longer matches the criteria defined in User Segments?

In terms of bulk cases, the Status label given to a User that no longer matches the criteria defined in User Segments is Excluded.

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What role is required at a minimum, to access the Lifecycle Events Cases View Dashboard?

The HR Case Reader [sn_hr_le.case_reader] is the minimum role required to access the Lifecycle Events Cases View Dashboard.

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What determines when the HR Chat queue is available?

The Schedule field on the Queues record determines when the HR Chat queue is available.

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Which base instance application delivers the results of current state metrics?

Performance Analytics delivers the results of current state metrics.

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When configuring the Onboarding Lifecycle Event, the HR Admin did not select an Audience for the 'Select a Desk' task. If a remote employee is being onboarded. how does the system handle this task?

The activity will be triggered and must be manually closed if the Audience field is not set for a task in the Onboarding Lifecycle Event and a remote employee is being onboarded.

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The customer you will be implementing for wants to utilize Now Mobile. What is the minimum HR SKU they may purchase that includes Now Mobile?

The minimum HR SKU that includes Now Mobile is HR Service Delivery Professional.

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What role is required, at a minimum, to view confidential HR Profile data?

The HR Manager [sn_hr_core.manager] role is required, at a minimum, to view confidential HR Profile data.

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What are the functions of a journey template owner? (Choose three.)

Journey Template Owners can manage the order and flow of the journey stages and tasks, create task templates for their audience, and maintain oversight of journey templates and approval flows.

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How can a PDF document on an active HR case be generated? (Choose two.)

PDF documents on active HR cases can be autogenerated by system configuration or by the Assigned to person.

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What role is required at a minimum, to view or generate PDF documents on an active HR Case?

The Employee Document Management Writer [sn_hr_ef.document_writer] role is needed to generate documents. No additional roles are required to view documents.

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What variable type is included to configure the HTML document template?

The Label Variable type is included to configure the HTML document template.

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In the base ServiceNow platform, the Human Resources General Knowledge base has Can Contribute User Criteria set to Users with the [sn_hr_core.kb_write] role. If a Knowledge article in the Human Resources General Knowledge base has no Can Contribute User Criteria set, what is the minimum role a user would need to edit the article?

The KB Writer [sn_hr_core.kb_writer] role is the minimum required to edit a Knowledge article in the Human Resources General Knowledge base if no Can Contribute User Criteria is set.

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If the HR Administrator group has been tasked with collecting Performance Analytics data, what additional role should be granted to the group?

The Performance Analytics Data Collector [pa_data_collector] role should be granted to the HR Administrator group to allow them to collect Performance Analytics data.

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When configuring a record on the COE ACL Configuration module how can you apply the conditions to all HR services for the COE?

Selecting the Applies to all services box on the COE ACL Configuration module applies the conditions to all HR services for the COE.

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After configuration on a Lifecycle Event is complete, what additional configuration is needed to initiate the LE process for an employee?

An Event is needed to initiate the LE process after the Lifecycle Event has been configured.

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When creating a new Lifecycle Event activity set, what happens when the audience field is set as empty?

When creating a new Lifecycle Event activity set, an empty audience field means the activity set will apply to all employees.

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Which plugin is recommended when upgrading from the global version of HR to the scoped version?

Human Resources Scoped App: Data Migration [com.sn_hr_migration] is recommended when upgrading from the global version of HR to the scoped version.

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Which ServiceNow feature is used to create pulse surveys?

Listening Posts are used to create pulse surveys.

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What is the purpose of Journey designer?

Journey designer creates templates for plan and to-do tasks that managers, employees, and mentors can access.

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Which Lifecycle Event activity type enables you to manage the dependencies or order of activities within an activity set?

Activity containers enable you to manage the dependencies or order of activities within an activity set.

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If the Applies to all services box is not checked on the COE ACL Configuration record, what additional configurations must be made to the record?

If the Applies to all services box is not checked on the COE ACL Configuration record, at least one HR Service must be selected for the Services list.

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What is the minimum role required to view confidential data associated with the HR Profile?

The HR profile viewer [sn_hr_core.profile_reader] is the minimum role required to view confidential data associated with the HR Profile.

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What Primary Security aspects are focused on for the HR application? (Choose three.)

The primary security aspects for the HR application are ACL Security, Roles and Groups, and Contextual Security.

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In Employee Document Management, which of the following statements is true for legal holds?

Legal Holds can be placed on either a Document Type or an individual employee’s HR Profile.

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Beginning with the Orlando release, which module allows HR Administrators to define which groups may access the various COEs or HR Services without needing to edit or create new ACL records?

COE ACL Configuration allows HR Administrators define which groups may access the various COEs or HR Services without the need to edit or create new ACL records.

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How can HR Tasks be marked as optional?

HR Tasks cannot be marked as optional.

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Using the base HRSD configuration with no integrations, when the subject person electronically signs an HR document or PDF document, the signature is saved as what?

When a subject person electronically signs an HR document or PDF document, the signature is saved as a picture of the signature that is added to the document.

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When creating a PDF Document template, the Document revision field must be completed. How does the system determine which documents are available to be selected for this field?

The system determines which documents are available to be selected for the Document revision field based on your group memberships and the Document owner field on the Managed Document record.

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In the HR Guided Setup Module, the Configuration View displays which of the following for a Category? (Choose three.)

The Configuration View in the HR Guided Setup Module displays Properties, Gauges, and Lists for a Category.

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Study Notes

Journey Template Owner Functions

  • Restrict inter-departmental transfer of sensitive case details
  • Manage the order and flow of journey stages and tasks
  • Create task templates for the audience in a simple, user-friendly experience

Changing Employee Document Size

  • Change the maximum default size of 30MB for an Employee Document using the file upload size business rule.

Predefined HR Case Management Dashboards

  • Manager Dashboard
  • Overview
  • Workforce Administration Dashboard
  • Onboarding Dashboard
  • Employee Relations Cases Dashboard
  • HR Case Dashboard

HR Profile vs. User Record Differences

  • HR Profile stores assigned delegates
  • HR Profile includes group membership information, and employee organizational information (like Colleagues)
  • HR Profile stores login credential information
  • HR Profile may include employee marital status

Next Experience Discussions

  • Work Notes
  • Connect Chat,

HR Service Activities Records

  • Workflows
  • Approvals
  • HR Templates
  • Tasks

Security Types

  • User authentication
  • Instance restriction
  • Physical Security
  • Roles and Groups
  • Contextual Security
  • Platform Access

HR Document Generation

  • If HR Service has no Case options, HR Documents are manually generated.
  • An HR professional, HR Admin, or HR Manager can generate an HR document for the Case.

Knowledge Base User Access

  • A user without a role can read articles but not contribute if no user criteria is selected.

PDF Template Mapping

  • The system maps form fields to ServiceNow fields using the 'Mapping' field on the PDF Template Mappings record.

HR Profile Field Editing

  • HR Administrators define which HR Profile fields are editable in the ServiceNow instance within 'HR Profile > Setup'.

Case Assignment

  • An Assignment Rule creates a list of possible assignees for a Case.
  • An Assignment Rule assigns the Case to a group.

HR Skills Management

  • Skills Management module provides user-friendly interfaces for new HR skills and assignment.

HR Customer Maturity Levels

  • Managed Interactions, Self-Reliance, and Smart Services

HR Topic Categories Purpose

  • Group common HR Services.
  • Group common HR templates.

Lifecycle Events Task Assignment

  • Tasks can only be assigned to users with an HR role or HR Case Workers.

Prompting Application

  • HR Performance Analytics application does data analysis of current state metrics.

Lifecycle Events Order

  • Create separate activity sets for each dependent activity to ensure activities are triggered in the appropriate order for Lifecycle Events.

Now Mobile Minimum HR SKU

  • HR Service Delivery Enterprise.

Viewing Confidential HR Profile Data Role

  • HR Admin [sn_hr_core.admin] is the minimum role to view confidential data.

Journey Template Owner Tasks

  • Manage journey stages/tasks
  • Create task templates for the audience
  • Add owners and approvers to journey configurations
  • Change only the task templates owned by the user
  • Maintain oversight of journey templates and approval flows.

Active HR Case PDF Generation

  • Autogenerated by system configuration
  • By the Subject Person's manager
  • By the associated employee
  • By the Assigned to person

HTML Document Template Variables

  • Label Variable
  • Multi Row Variable
  • Masked Variable

Knowledge Article Contribution Role

  • HR Admin [sn_hr_core.admin] is needed to edit an article with no contribution criteria.

Applications for Performance Data

  • Performance Analytics application is used to gather Performance data.
  • Performance Analytics Administrator is the designated role for data collection and administration.

Applying Conditions for HR Services

  • A filter condition can be added for each HR service to apply conditions.
  • Apply condition to all services by selecting the "Applies to all services box".
  • By selecting each HR service using the Services list.

Initiating Lifecycle Event Process

  • An Event is needed to initiate the Lifecycle Event process.

Audience in Lifecycle Event Activity Set

  • If the audience field is empty, the activity set applies to all employees.

Scoped HR Application Plugin

  • Human Resources Scoped App, Employee Relations Plugin is recommended when upgrading to a scoped version of HR.

Lifecycle Event Activity Dependencies

  • Activity container enables you to manage the dependencies of activities within an activity set.

COE Configuration Record with Applies to All Services

  • When the Applies to all services box is not checked, add or select at least one HR Service in the Services list.

HR Profile Data Access Roles

  • HR Administrator [sn_hr_core.admin]
  • Employee Service Center Admin [sn_hr_sp.admin] and HR basic [sn_hr_core_basic] roles.

Primary HR Security Aspects

  • Password Security
  • ACL Security
  • Contextual Security
  • Physical Security
  • Platform Access
  • Roles/Groups
  • Legal Holds are permanent, and cannot be removed.
  • Legal Holds can be placed on a group, certain type of HR profile documents or individually.

COE Access Groups

  • COE Properties module allows HR Administrators to define which groups can access various COEs and HR services.

Task Template Options

  • Tasks can be marked as optional. Option is set on the HR Task Template or Activity Set, not the Case form.

HR Document Signature

  • Electronic signatures are saved as digital signatures.

Managed Document Field Display

  • Category properties, gauges, dashboards, lists, and overviews display on the Managed Document record. Group memberships and Document owner field on the Managed Document record.

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Description

This quiz covers essential functions and features of HR management systems, including employee document handling, case management dashboards, and the differences between HR profiles and user records. Test your knowledge on workflows, approvals, and inter-departmental processes in human resources.

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