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            Manage Employees

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            3. Agentforce Service

            Manage Employees

            Through HR Service Console, access employee records and information to understand and resolve their issues. You can create, update, and delete the employee records.

            Required Editions

            View supported editions.
            User Permissions Needed
            To manage employees: HrServiceWorkspaceHrPsnl

            View Employee Records

            1. Navigate to the Employees page from the navigation menu.
            2. To open an employee's person account record page and review the details, click the employee's name.
              The Employee Profile Card and Employee Details components show employee information. The Employee Details component also shows records from related objects.

            Create an Employee Record

            To create an employee record, your admin must first configure the Reports To field on the person account record page in the org. You must have the create, read, update, and delete permissions on the Account and Contact objects.

            1. Navigate to the Employees page from the navigation menu.
            2. Click Create Employee.
            3. Enter the profile, contact, address, information, and employment details in the Create Employee screen flow.
            4. Save your changes.
              The employee record along with the associated person account and contact records are created.

            Update Employee Records

            1. Navigate to the Employees page from the navigation menu.
            2. To open an employee's person account record page and review the details, click the employee's name.
            3. Click Down arrow on Employee Profile Card, and click Update.
            4. Update the profile, contact, address, information, and employment details in the Update Employee screen flow.
              The employee record along with the associated person account record is updated.

            Delete Employee Records

            1. Navigate to the Employees page from the navigation menu.
            2. To open an employee's person account record page and review the details, click the employee's name.
            3. Add the Highlights Panel component to the employee's person account record page.
            4. Click Highlights panel down arrow, and then select Disable Customer Account.
            5. Click Down arrow on Employee Profile Card, and click Delete.
            6. Confirm the delete action.
              The employee record and the associated person account and contact records are deleted.
              Note
              Note You can update and delete the employee records created in Salesforce, but if you modify or delete an employee record that has a related record in an external human capital management (HCM) system like Workday, your changes may be overwritten in Salesforce. If the related employee record is updated in the HCM system, the next data sync between Salesforce and the HCM system will restore the deleted employee record and override any modifications you made in Salesforce.
             
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