The ‘Update Job Profiles from Template’ related link on the individual employee record is designed specifically for this scenario. It compares the employee’s current job profile to the associated job profile template and pushes any missing elements (like competencies) from the template to the individual, ensuring alignment with the standard without bulk updates or manual edits.

Service Level Agreements (SLAs) with escalations are built to handle time-based routing. You can define an SLA (e.g., 3 business days) on the approval task. If the SLA breaches because the hiring manager doesn’t respond, the escalation path can automatically reassign the task to the department head, ensuring the process continues without manual intervention.

Performance Review visibility and actions are tightly controlled by the configured phase. The ‘Submit Self-Assessment’ button is typically configured to only appear when the review is actively in the ‘Self-Assessment’ phase. If the review is in a different phase (e.g., ‘Manager Assessment’ or ‘Closed’), the button will not be rendered for the employee, regardless of their permissions.

To see open onboarding cases filtered by department and their associated overdue tasks, you need to start with the Onboarding Case table (to filter by department via the employee’s profile) and create a dot-walk relationship to the Onboarding Task table. This allows the report to include fields from both the parent case (status, department) and the child tasks (due date, state) in a single view.

Onboarding Plans are built from templates. To automatically include a new form or task in the onboarding process, you must edit the specific Onboarding Plan template(s) assigned to those countries and add a new task of type ‘Form’ that references your ‘Hybrid Work Agreement’ form template. This ensures every new hire assigned that plan receives the task.

Field-Level Security (FLS) rules are the declarative, out-of-the-box method for controlling read/write access to specific fields based on user roles or conditions. You can create an FLS rule for the ‘Salary’ field that grants read/write access only to roles like ‘hr_business_partner’ and ‘compensation_specialist’, and makes it invisible or read-only for all others.

The list of eligible mentors displayed to mentees is typically controlled by a filter condition on the ‘Eligible Mentors’ related list definition within the Mentorship Program record. You should edit this filter to include a condition such as ‘Active’ is true AND ‘On Leave’ is false, ensuring the list is pre-filtered before the user even searches.

Flow Designer is the modern, declarative workflow tool in ServiceNow. It allows you to easily build a process flow that includes a decision element (like ‘Is department IT?’). You can design one flow path that always creates the ‘Exit Interview’ task and a conditional path that creates the ‘IT Asset Return’ task only when the condition is met, all within a single, maintainable flow.

UI Actions can be configured to appear as buttons or links on a specific form (like the Employee Profile). You can create a UI Action that runs a script or opens a modal to assign a specific learning item (like the compliance course) to the employee whose profile is currently open, providing a quick, contextual way for managers to take action.

The ‘Update Job Profiles from Template’ related link on the individual employee record is designed specifically for this scenario. It compares the employee’s current job profile to the associated job profile template and pushes any missing elements (like competencies) from the template to the individual, ensuring alignment with the standard without bulk updates or manual edits.0