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HR Service Center
HR Service Center helps companies quickly pivot to a hybrid work environment with out-of-the-box HR processes, enabling increased productivity and employee engagement while reducing operational costs.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
| HR Service Center requires the Employee Productivity Plus add-on license. |
HR Service Center includes two main areas of functionality:
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It extends Concierge’s IT ticketing functionality to include HR ticketing for creating cases.
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A framework that allows an HR specialist to create onboarding tasks and assign them to new employees.
HR Service Center can streamline employee HR service requests by allowing HR agents to manage tickets with tailored workflows. Employees can search for answers about HR policies and benefits using a built-for HR console that’s securely integrated with Employee Concierge’s IT solution.
HR Service Center also provides an integrated onboarding experience. HR agents can assign and track onboarding activities for new hires such as reviewing documents, watching an onboarding video, or requesting a corporate credit card. All onboarding tasks are associated with flows that can be created and customized to your business needs.
HR Service Center is part of the Work.com suite of solutions and is the complete employee experience platform for the work-from-anywhere world. Work.com is built on top of the Salesforce Platform and enables employees to be successful from anywhere they work.
- Prepare for and Install HR Service Center
HR Service Center can only be installed in an org that has already installed and configured both Employee Workspace and Employee Concierge, and that has enabled person accounts. - Review and Assign Employee Permissions
We recommend using the HR Service Center personas to help you decide how to assign permissions when creating new or configuring existing users in your org. - Overview of Features to Protect Access to Sensitive HR Data
To restrict access to sensitive HR information to specified groups of users, add HR agents to the installed public groups. - Protect Employee Tasks with a Custom Restriction Rule and Permission
By default, an employee can see other employees’ onboarding tasks, which can include sensitive information. Prevent disclosure of sensitive information by using a custom permission to create a restriction rule. You can deploy this metadata-driven solution from your sandbox to production. - Assign Record Types for HR Service Center
Assign case record types to the System Admin, then enable access and set field-level security for knowledge articles. - Configure HR Service Center Ticket Assignments
During the installation process, public groups and queues are added to your org. - Configure Your Org to Use the Health Verification Flow
As an HR Service Center administrator, you must configure your org for the Health Verification flow to work. Configuring your org involves creating the authorization form text record and updating the Health Verification flow with the authorization form text ID. - Set Up the HR Service Center App
To complete the setup for HR Service Center, assign and share the custom list view. - Employee Transitions
Guide your employees through transition events from onboarding to retirement with Employee Transitions for HR Service Center. Employee Transitions automates the HR tasks required for a transition event to complete it with ease from its initiation by an HR agent to completion by an employee.

