Configure an HR task template

1. Navigate to HR Administration > HR Services > HR Service Configuration, and open the HR service.

Note: Make sure Fulfillment type is set to Service Activity.

1. In the Service Activities list at the bottom of the HR service form, open the service activity.

Note: Make sure Activity type is set to Task.

1. In the Child task template field, click the Lookup icon.

1. Navigate to Lifecycle Events > Administration > Activities, and open the lifecycle event activity.

Note: Make sure Activity type is set to Employee or Fulfiller. For fulfiller types, make sure Fulfiller activity is set to HR Task.

1. In the HR task template field, click the Lookup icon.

User electronically signs a document. In the E-signature template field, select the e-signature template to use.Note:

• E-signature is a scoped application that enables users to sign managed documents, knowledge articles, or HR document templates with their typed or drawn signature, credentials, or as an acknowledgment. See HR e-signature for more information.
• If HR document template is the document type of the e-signature template, you must select the HR document template that the signatory will sign on the HR case form. See Select an HR document template for an e-signature task for more information.

Prompts the user to login with their credentials to acknowledge conditions and terms related to their signature. To add text that explains what their login credentials mean, add the Acknowledgment text field. To add a document, add the Acknowledgment document field.Note:

• This option is only available for existing customers that have not yet migrated to e-signature. See Migrate existing HR task templates and open HR tasks to e-signature for more information.
• Starting with the Australia release, the HR task type: Credential will be hidden, but will continue to be supported. E-signature provides the latest experience for this functionality.

For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.

Prompts the user to sign a document. To add text that explains what their signature means, add the Acknowledgment text field. To add a document, add the Acknowledgment document field.Note:

• This option is only available for existing customers that have not yet migrated to e-signature. See Migrate existing HR task templates and open HR tasks to e-signature for more information.
• Starting with the Australia release, the HR task type: E-signature (e_signature) will be hidden, but will continue to be supported. E-signature provides the latest experience for this functionality.

For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.

Requests the subject person to edit or sign a document. An example is sending an education agreement to be signed for tuition reimbursement.This option is only available for existing customers that have not yet migrated to e-signature. See Migrate existing HR task templates and open HR tasks to e-signature for more information.

Note: The document must be included in the HR case template in the PDF Template field. See Configure an HR case template.

To add text that explains what their signature means, add the Acknowledgment text field. To add a document, add the Acknowledgment document field.

Acknowledgment text entered on the HR document template overrides text written here. See or .

Note:

Starting with the Australia release, HR task type: Sign Document will be hidden, but will continue to be supported. E-signature provides the latest experience for this functionality.

For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.

Option to enable the use of global descriptions for translations. If selected, you can provide the short description and description for the HR task template in one or more languages. See Translations for HR cases and tasks for more information.Check to show the Global short description and Global description fields. You can select a table (top, right) from the list and the associated dynamic variables from that table appear. You can add dynamic variables when creating your text to personalize the task. To use dynamic variables in the Global short description field, copy and paste the dynamic variables from the Global description field.

Note: Because some dynamic variables might provide personal information, use the sn_hr_core.task_template_variable_ignore system property to ensure privacy. For example, social security number (ssn) is excluded by default. You can add other variables to this system property to disable them but ensure they are comma separated with no spaces between each variable.

Fields to automatically populate on the HR task form when the task is generated. Select one or more fields from the Add field list and provide the desired values.When you add Rich Description, you can select a table (top, right) and the associated dynamic variables from that table appear. You can add dynamic variables when creating your text to personalize the task.

Note: Because some dynamic variables might provide personal information, use the sn_hr_core.task_template_variable_ignore system property to ensure privacy. For example, social security number (ssn) is excluded by default. You can add other variables to this system property to disable them but ensure they are comma separated with no spaces between each variable.