Configure Human Resources

task australia Updated Sep 10, 2026 2 min read config-human-resources.md
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Configure the Human Resources (HR) business unit to manage payroll inquiries, benefits questions, and general HR requests.

Before you begin

Role required: admin, sn_cbs.admin

Procedure

  1. Navigate to Admin > Admin Home.

  2. On the Core Business Suite card, select View product overview.

  3. In the Configuration insights section, select Configure.

    The Configure Core Business Suite page opens in the Configuration Console.

  4. From the Configuration Summary navigation menu, select Human Resources.

    Alternatively, select Continue on the Human Resources tile.

    Configure the followings settings as needed:

    • Intake forms (preconfigured by default)
    • Manage Groups
    • Role assignment
    • Email address
    • Notifications (preconfigured by default) Note: By default, the CBS admin role cannot configure Manage Groups or Role assignment. To complete these tasks, assign the User admin role (user_admin) to the CBS admin (sn_cbs.admin).

    for more information, see .

  5. Customize existing intake forms or create new ones to collect HR requests.

    The following intake forms are preconfigured by default:

    Intake form Description
    General HR request Submit general Human Resources questions.
    Payroll request Get help with payroll-related issues.
    Benefits request Ask questions about employee benefits.
    • To customize an existing intake forms, select the Edit icon.

    • To create a intake form, select Create new. For more information, see Catalog Builder.

      Note: Create intake forms directly in the production instance. Intake forms created in sub-production instances are not supported for promotion to production.

  6. Manage groups to organize users who handle HR requests, manage knowledge, and configure access.

    • Human Resources default groups

      The following groups are preconfigured with associated roles:

      Human Resources group Description
      HR Request Handlers Receive, assign, and respond to HR requests.
      HR Administrators Manage HR roles, oversee processes, and access HR tools.
      Employee Center Managers Manage support topics, quick links, and knowledge articles.

      To assign users to a default group:

      1. Select the Edit icon next to the group name.

      2. In the Assign people to this group field, search for and select users.

      3. Select Save.

        Note: Users added to a default group are automatically assigned the roles listed under Default assigned role.

    • Create custom groups to organize HR team.

      1. Select Create Group.

      2. On the form, fill in the fields.

        Field Description
        Group name Name used to identify the group within the business unit.
        Group manager User responsible for managing the group.
        Group description Brief description of the group’s purpose.
        Assign people to this group Users to add as group members.
        Assign role Roles assigned to group members.
      3. Select Save.

  7. Assign roles to give groups the required access.

    1. Select a role.
    2. Select Assign groups.
    3. Select the group from the list.
    4. Select Update.
  8. Configure Human Resources email address by adding the email address and select Save.

    Emails sent to this address automatically create requests and send the request number to the sender.

  9. Configure notifications sent through Email, Portal, and Workspace to users about submitted or assigned requests.

  10. After you finish all configuration steps, select Mark as configured.

Parent Topic:Configure Core Business Suite using guided setup

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