HR Oboarding Template

Thank you to everyone for responding.

I do however have a few more questions.

1. How do I change the required field to not required *?

2. How can I set this Service only be accessible to HR department or selected people?

3. How do I setup approvals and send notifications once tasks are completed?

Hey Supersizeal , happy to help!

1. To change the field from required to not required, Go to the Service Catalog item with the field you'd like to update and open it. Hover over the field and you should see ellipses (...), click that then "Edit", you'll see a warning screen of sorts that will tell you if that custom field is used in any other service catalog items. This is important as any changes will affect all of those. If you'd still like to edit this field, click "confirm" and on the next screen you should see a check box for "Mandatory". Save your changes with "Update".

2. To do this you'd use the Site and Department fields found in the Details portion of your catalog item. See my screenshot above but note, we didn't filter ours. The site and department fields are populated either manually or by what was included when users are synced. 

3.For this, you'll use the Process section of the catalog item. This can be seen next to the details tab in my screenshot. I recommend checking out this guide under "Creating  an Approval Process Workflow", for more details. https://documentation.solarwinds.com/en/success_center/swsd/content/completeguidetoswsd/servicecatalogadmin_serviceagentuser.htm#link5 

Hey Supersizeal , happy to help!

1. To change the field from required to not required, Go to the Service Catalog item with the field you'd like to update and open it. Hover over the field and you should see ellipses (...), click that then "Edit", you'll see a warning screen of sorts that will tell you if that custom field is used in any other service catalog items. This is important as any changes will affect all of those. If you'd still like to edit this field, click "confirm" and on the next screen you should see a check box for "Mandatory". Save your changes with "Update".

2. To do this you'd use the Site and Department fields found in the Details portion of your catalog item. See my screenshot above but note, we didn't filter ours. The site and department fields are populated either manually or by what was included when users are synced. 

3.For this, you'll use the Process section of the catalog item. This can be seen next to the details tab in my screenshot. I recommend checking out this guide under "Creating  an Approval Process Workflow", for more details. https://documentation.solarwinds.com/en/success_center/swsd/content/completeguidetoswsd/servicecatalogadmin_serviceagentuser.htm#link5