HR Service Center App Quick Start Package
Completion Timeline:
Approximately 4 Weeks
Call +1 516 637 2191 or
email [email protected]
for more information.
Completion Timeline:
Project Kickoff and
Business Process Reviews
We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.
Install HR Service
Center Package and
Related Package
We’ll install the HR Service Center Package and Employee Health Verification Package (Optional) to your Salesforce org.
Assign Employee
Permissions and
Record Types
We’ll create a Transition Plan and Transition Plan Tasks that guide an employee or manager to provide specific information and documentation that’s needed to complete the transition event.
Configure Ticket Assignment
We’ll configure a new case page layout and create assignment rules to ensure all new HR tickets are assigned to a queue.
Enable HR Service
Center Sample Flows
We’ll configure the Health verification Flow so HR Service Agent can create onboarding tasks and articles, and enable sample flows to automate HR processes.
Connect HR Service
Center to Workday (optional)
We’ll connect HR Service Center to Workday to allow employees to check PTO balance and verify direct deposit.
Training
We’ll perform a custom, one-hour training session to train on the Salesforce and HR Service Center App.
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