HR Service Setup

HR Service includes these Einstein predictive features:

• Einstein Article Recommendations
• Einstein Case Classification
• Einstein Case Wrap-Up

See Suggest Articles with Einstein Article Recommendations and Autofill Case Fields with Einstein Case Classification Apps.

• Onboard Employees with Unified Employee License
  Unified Employee License (UEL) is Salesforce’s standard license for employee use cases, simplifying employee access while enabling wall-to-wall coverage across the organization. By replacing fragmented employee licenses with a single, right-sized model, UEL streamlines administration, supports seamless employee onboarding, and unlocks modern platform capabilities. UEL offers manager provisioning, along with support for Agentforce actions, employee provisioning, Unified Catalog items, and employee enablements to help employees and managers work efficiently at scale.
• Set Up HR Service with Salesforce Go
  Salesforce Go simplifies service setup by providing an intuitive, streamlined platform to configure and deploy your service operations quickly and efficiently. You can leverage Salesforce Go features, feature sets, and tailored solution bundles to rapidly configure and deploy your service offerings with precision and scale.
• HR Service Data Model
  At the heart of the HR Service solution is the HR Service data model. The data model comprises several Salesforce objects for storing information about your company's employees.
• HR Service Integration with External Systems
  Through MuleSoft Direct, HR Service integrates with external systems, such as human capital management systems, to read data and to create or update employee records. The integration eliminates manual record creation, improves the quality of data, and ensures the efficient delivery of HR services.
• Employee Data Import in CSV Format
  Use advanced CSV Data Import to create employee records in HR Service. You can import employee data through a CSV file into the Employee and Person Account objects.
• Configure the Reports To Field on Person Account
  To associate a manager with an employee, turn on the Reports To field on the Person Account object.
• Manage Requests and Tickets with the Employee Service Slack App
  Employees can report issues and track tickets within the Employee Service Slack app. Employees can easily ask for and track service requests and incidents. They can also stay up-to-date with real-time notifications every time their case changes.
• Employee Portal Setup
  Assign permissions to your employees to access the Employee Portal site. Create and configure Employee Portal to meet your organization's needs. To allow your employees to search for knowledge articles and contact support, set up knowledge articles, configure Email-to-Case and Web-to-Case, and set up these Service channels: voice, email, and messaging. Configure manager approval to manage employee requests.
• HR Service Console Setup
  Assign permissions to your service representatives. Configure the dashboard and reports, create compact layouts for the Person Account and Contact objects, configure the Employee Profile Card and Employee Details components, set up the Person Account page, and configure Salesforce Knowledge.
• Alumni Portal Setup
  Assign permissions to your alumni to access the Alumni Portal site. Create and configure Alumni Portal to meet your organization's needs. To allow your alumni to search for knowledge articles and contact support, set up knowledge articles, configure Email-to-Case and Web-to-Case, and set up these Service channels: voice, email, and messaging. To support alumni networking, set up Alumni Directory.
• HR Service Agent Setup
  Setting up the HR service agent involves some important steps, including turning on Einstein and Agentforce and creating an agent from the Agentforce HR Service Agent template. Your employees can use the agent to check leave balance, get direct deposit details, get enablement program details, submit expense claims, submit leave requests, update profile information, and update direct deposit details.
• Migration from Work.com to HR Service
  HR Service is a comprehensive redesign of Work.com. Switching from Work.com to HR Service involves data migration from the Work.com data model to the HR Service data model.