ServiceNow CIS-HRSD key terms
ServiceNow CIS-HRSD · Get comfortable with the vocabulary.
- HR Service Delivery (HRSD)
- Related: HR Case, HR Service, Lifecycle Event
A scoped ServiceNow application that lets an organization publish HR services, capture and fulfill HR cases, share HR knowledge, and orchestrate employee lifecycle events on a single platform.
- HR Profile
- Related: HR System of Record, HR Criteria, Employee Profile Sync
A record holding HR-specific attributes of a worker, such as employee number, hire date, department, manager, and work location, linked to the platform user record used for access, routing, and targeting.
- Center of Excellence (COE)
- Related: HR Case Routing, HR Service Category
An HR group that owns a defined set of services and the specialists who deliver them; cases and tasks are routed to a COE so the appropriate team fulfills the work.
- HR Criteria
- Related: HR Profile, User Criteria
A reusable condition set evaluated against a worker's HR profile data, such as employment type, location, or grade, used to target services, content, or lifecycle events to the right population.
- HR Roles
- Related: HR Case, HR Agent Workspace
Permission bundles shipped with the HR application that control whether a user can administer HR configuration, work HR cases and tasks, or only view their own HR information.
- HR Service
- Related: HR Catalog Item, HR Template, HR Task
A defined HR offering, such as a leave request or address change, that bundles the form employees complete, the fulfillment tasks, assignment rules, and any approvals needed to deliver it.
- HR Catalog
- Related: HR Service, HR Service Category, Employee Center
The collection of published HR services and catalog items that employees browse and request from the self-service portal, organized into categories for easy discovery.
- HR Service Category
- Related: HR Catalog, Center of Excellence (COE)
A grouping used to organize related HR services and catalog items, and often to route incoming cases to the COE that owns that category of work.
- HR Catalog Item
- Related: HR Service, HR Template
The requestable record behind an HR service; it defines the questions an employee answers, the variables collected, and the fulfillment process started once the request is submitted.
- HR Template
- Related: HR Case, HR Task
Preconfigured content used when creating a case or task, supplying a standard short description, description, tasks, and attachments so that similar requests are handled consistently.
- HR Task
- Related: HR Case, HR Template, HR Service Level Agreement (SLA)
A child record of an HR case assigned to a person or group for a discrete step, such as collecting a signed form, that must be completed before the case is resolved.
- Document Template
- Related: Employee Document Management, HR Case
A reusable template, often containing merge fields, used to generate letters and forms such as employment verification or offer letters directly from case data.
- Employee Document Management
- Related: Document Template, HR Profile
A feature that stores employee documents such as contracts, certificates, and generated letters, with retention periods, access controls, and links to the employee's HR profile.
- HR Case
- Related: HR Task, HR Case Routing, HR Service Level Agreement (SLA)
A record that captures an employee's HR request or question together with its details, communications, tasks, and resolution history so the work can be tracked through to closure.
- HR Case Routing
- Related: Center of Excellence (COE), HR Skills, Case Transfer
Logic that decides which COE, group, or agent receives a new or transferred HR case, based on the service, category, profile attributes, or required skills.
- HR Service Level Agreement (SLA)
- Related: HR Case, HR Task
A timing commitment, such as a first-response or resolution target, attached to HR cases or tasks so the system tracks deadlines and escalates when they are at risk.
- Advanced Work Assignment (AWA)
- Related: HR Skills, HR Case Routing, HR Agent Workspace
A ServiceNow capability that pushes work to the most suitable available agent automatically by evaluating skills, capacity, and availability instead of relying on manual queue picking.
- HR Skills
- Related: Advanced Work Assignment (AWA), HR Case Routing
Attributes recorded for agents, such as language spoken or benefits expertise, that assignment and routing use to match work with someone qualified to handle it.
- HR Agent Workspace
- Related: HR Case, Advanced Work Assignment (AWA)
A single-pane interface for HR agents that displays case details, employee context, suggested knowledge, tasks, and communication tools side by side while a case is being worked.
- Walk-up Experience
- Related: HR Case, Employee Center
A queue-and-appointment model that lets employees book a slot or join a line for in-person or virtual support from HR staff, with the interaction recorded against a case.
- Universal Request
- Related: Case Transfer, HR Case
A single front-door request that can be transferred between departments, such as HR and IT, while keeping the employee's original request details and conversation intact.
- Case Transfer
- Related: HR Case Routing, Universal Request
Moving an HR case to a different agent, group, or COE when it is misrouted or needs specialist help, preserving its history and re-establishing assignment and SLA expectations.
- HR Knowledge Base
- Related: Employee Center, Knowledge Article Lifecycle, User Criteria
A knowledge base holding HR articles such as policies and how-to guidance, which agents consult while answering cases and employees can read directly through self-service.
- User Criteria
- Related: HR Knowledge Base, HR Criteria, Employee Center
Conditions on user or profile attributes that determine whether a specific person can see a particular knowledge article, catalog item, or service in the portal.
- Employee Center
- Related: HR Catalog, HR Knowledge Base, Virtual Agent for HR
The self-service portal where employees search knowledge, browse HR services, interact with a virtual agent, and open or check cases without contacting an agent directly.
- Knowledge Article Lifecycle
- Related: HR Knowledge Base, Article Feedback
The states an article moves through, such as draft, review, published, and retired, with approvals and scheduled review dates that keep HR content accurate and current.
- Article Feedback
- Related: Knowledge Article Lifecycle, HR Knowledge Base
Ratings, comments, and flags submitted by employees or agents on a knowledge article, used to trigger updates or retire content that is unhelpful or out of date.
- Virtual Agent for HR
- Related: Employee Center, HR Case
A conversational assistant in the portal that answers common HR questions, guides employees through simple transactions, and hands off to a live agent when needed.
- Lifecycle Event
- Related: Journey Designer, Process Automation Designer, HR Task
A structured HR process triggered by an employee milestone, such as onboarding or offboarding, that groups the tasks, communications, and approvals multiple teams must complete.
- Journey Designer
- Related: Lifecycle Event, Process Automation Designer
A tool for building lifecycle event flows with multiple stages, activities, and audiences so HR can map and monitor an employee's journey over time.
- Process Automation Designer
- Related: Lifecycle Event, Journey Designer
A design tool that orchestrates a guided, multi-step process across teams and records, giving fulfillers a checklist-style view of what to do next in a lifecycle event or case.
- HR Integration
- Related: HR System of Record, Employee Profile Sync
A connection between the HR application and another system, such as an HRIS or payroll platform, that exchanges employee, job, or organizational data using spokes and flows.
- HR System of Record
- Related: HR Integration, Employee Profile Sync, HR Profile
The authoritative external system, typically an HRIS, that owns employee master data; ServiceNow consumes that data rather than acting as the source of truth for it.
- Employee Profile Sync
- Related: HR System of Record, HR Profile, HR Integration
A scheduled or event-driven process that pulls worker data from the HR system of record into HR profiles, keeping department, manager, and employment status accurate for routing and targeting.
- Performance Analytics for HR
- Related: HR Service Level Agreement (SLA), Employee Satisfaction Survey (CSAT)
Trend reporting on indicators such as case volume, resolution time, SLA attainment, and backlog, used to identify service problems and forecast staffing demand.
- Employee Satisfaction Survey (CSAT)
- Related: Performance Analytics for HR, HR Case
A short survey sent after case closure that asks the employee to rate the help received, producing a satisfaction metric that can be analyzed by agent, service, or COE.