Exploring HR Service Delivery Playbook

Use HR Service Delivery Agent Workspace to manage lifecycle event cases.

HR Agent Workspace case form with Playbook

When Playbook is activated with HR Service Delivery Agent Workspace, the Playbook tab appears in the Related Items menu.

• Playbook Header

  The Playbook Header shows the title of an activity set.

  Note: For more information on lifecycle event structure, see Configure a lifecycle event.

• Stage panel

  Along the left side of the Playbook form, you will see the stage panel that shows the lifecycle event and each activity set. Following each activity set shows a the number of activities completed and a status circle. A check inside the circle indicates a completed activity set.

  A check mark inside the Playbook Header indicates that the activity set is complete.

  You can quickly see how many activities there are for an activity set and how many are completed.

  In the example, the activity set Start onboarding has a total of nine activities with one completed (1 of 9).

• Activity stream

  Select on an activity set in the stage panel to view all activities within the activity set.

• HR card

  You can drill into an activity from the activity stream by clicking on an activity to view details about case or task.

  The HR case opens in a separate widow and tab.

• HR card details

  Select the activity and the Assigned to, HR service, Opened for, Subject person, State, and attachments appear.

  At the top, right of an HR Playbook card are a series of icons.

  The first icon on the left provides the state of the HR case or task. Hovering over shows details of the SLA.

  Select the Add note or comment (

To view comments or notes, click the **See activity** button.

Select the Open task \(

Select the Minimize task \(