HR Series: Expert Insights and Best Practices - Part 6

Overview of Creating an HR Case from the Backend in ServiceNow

Creating an HR case from the backend in ServiceNow can streamline your HR processes and ensure that all necessary information is captured accurately. Here’s a step-by-step guide to help you through the process: 

Step-by-Step Guide 

1. Navigate to User Administration 
   • Go to All > User Administration > Users. 
   • Click on any user to open their profile. 
2. Update Manager Information 
   • Update the Manager field to be yourself or the System Admin. 
3. Create a Human Resources Profile 
   • In the Related Links section, click on Create Human Resources Profile. 
4. Update HR Profile 
   • In the HR Profile, update the Employee Start Date to a future date. 
   • Change the Employment Type to ‘Full Time Employee’. 
5. Update Contact Information 
   • Navigate to the Contact Information tab and update the Home state/province to ‘CA’. 
6. Create a New Case 
   • In the Related Links section, click on Create New Case. 
   • In the HR Service field, add ‘Employee Onboarding’. 
   • Click Create. 
7. Update Case State 
   • Update the Case state to ‘Ready’. 
8. Verify in Portal 
   • Navigate to the Portal to see the newly created case. 

Conclusion 

By following these steps, you can efficiently create an HR case from the backend in ServiceNow. This method ensures that all relevant details are accurately recorded, facilitating a smooth onboarding process for new employees. 

While the above technical tip has been provided with care and consideration, it’s important to acknowledge that individual circumstances may vary. Always ensure compatibility and feasibility within your specific ServiceNow environment before implementing any suggestions. Additionally, back up your data and proceed with caution when making any changes to your instance or workflows. 

As with any change in ServiceNow, make sure you test any changes prior to moving to production.