Client role assignment rules
Use Client Role Assignment Rules to automatically assign or reassign a role to an employee.
Before you begin
Role required: sn_hr_core.admin
A condition or set of multiple condition clauses based on the HR profile [sn_hr_core_profile] table are used to automate assigning roles.
Note: Client role assignment rules are for access to the Employee Center only.
For example:
- A newly hired employee can be automatically assigned the new hire [sn_hr_core.hrsm_new_hire] role. This role provides limited access to the Employee Center or service portal.
- The Update Client Roles scheduled job runs and acknowledges the employee start date for the new hire has not been reached.
- The Assign HR Roles business rule assigns the new hire role based on the conditions set on the client role assignment rules.
To map conditions to a client role:
Procedure
-
Navigate to All > HR Administration > Manage Roles > Client Role Assignment Rules.
-
Click New to create a client role rule or click an existing client role rule to edit.
-
Active is enabled by default.
-
From Condition, click the Lookup using list and select an existing HR condition.
-
Click New to create an HR condition.
You can also click the Preview this record icon to open the record.
|
Field |
Description |
|---|---|
|
Name |
Name of the HR condition. |
|
Table |
Table conditions are built on the HR profile [sn_hr_core_profile] table only.Changing the table for client role assignment is not recommended. |
|
Active |
Check box for enabling condition.Note: Deactivate at the client role assignment level and not the conditions level. |
|
User column |
Together with the HR profile [sn_hr_core_profile] table, filters users when evaluating a condition. |
|
Condition |
Conditions the Assign HR Roles business rule uses to automatically assign a role to an employee. For example, the base system automatically assigns the New Hire role to a user when Employment type is:- Full Time Employee or
|
-
From Role, click and select the HR role you want to automatically assign when the conditions are met.
-
Click Submit or Update to save your changes.
Parent Topic:Client roles
---
title: Client role assignment rules
description: Use Client Role Assignment Rules to automatically assign or reassign a role to an employee.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/hr-service-delivery/t\_ClientRoleAssignRules.html
release: australia
product: HR Service Delivery
classification: hr-service-delivery
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Client roles, Manage HR roles, HR Administration, Configure, Case and Knowledge Management, HR Service Delivery, Employee Service Management]
---
# Client role assignment rules
Use Client Role Assignment Rules to automatically assign or reassign a role to an employee.
## Before you begin
Role required: sn\_hr\_core.admin
A condition or set of multiple condition clauses based on the HR profile \[sn\_hr\_core\_profile\] table are used to automate assigning roles.
**Note:** Client role assignment rules are for access to the Employee Center only.
For example:
- A newly hired employee can be automatically assigned the new hire \[sn\_hr\_core.hrsm\_new\_hire\] role. This role provides limited access to the Employee Center or service portal.
- The Update Client Roles scheduled job runs and acknowledges the employee start date for the new hire has not been reached.
- The Assign HR Roles business rule assigns the new hire role based on the conditions set on the client role assignment rules.
To map conditions to a client role:
## Procedure
1. Navigate to **All** > **HR Administration** > **Manage Roles** > **Client Role Assignment Rules**.
2. Click **New** to create a client role rule or click an existing client role rule to edit.
3. **Active** is enabled by default.
4. From **Condition**, click the **Lookup using list** and select an existing HR condition.
5. Click **New** to create an HR condition.
You can also click the **Preview this record** icon to open the record.
<table id="choicetable_myd_4sm_b2b"><thead><tr><th align="left" id="d386238e147">
Field
</th><th align="left" id="d386238e150">
Description
</th></tr></thead><tbody><tr><td id="d386238e156">
**Name**
</td><td>
Name of the HR condition.
</td></tr><tr><td id="d386238e165">
**Table**
</td><td>
Table conditions are built on the HR profile \[sn\_hr\_core\_profile\] table only.Changing the table for client role assignment is not recommended.
</td></tr><tr><td id="d386238e177">
**Active**
</td><td>
Check box for enabling condition.**Note:** Deactivate at the client role assignment level and not the conditions level.
</td></tr><tr><td id="d386238e189">
**User column**
</td><td>
Together with the HR profile \[sn\_hr\_core\_profile\] table, filters users when evaluating a condition.
</td></tr><tr><td id="d386238e199">
**Condition**
</td><td>
Conditions the Assign HR Roles business rule uses to automatically assign a role to an employee. For example, the base system automatically assigns the New Hire role to a user when Employment type is:- Full Time Employee or
- Part Time Employee or
- Temporary Employee and
- Employment start date is after Today
**Note:** When defining conditions like case sensitivity or null values, see API [GlideFilter - Scoped, Global](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/api-reference/server-api-reference/c_GlideFilterScopedAPI.md).
</td></tr></tbody>
</table>6. Click **Submit** or **Update**.
7. From **Role**, click and select the HR role you want to automatically assign when the conditions are met.
8. Click **Submit** or **Update** to save your changes.
**Parent Topic:**[Client roles](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/c_ClientRoles.md)
| title | Client role assignment rules |
| description | Use Client Role Assignment Rules to automatically assign or reassign a role to an employee. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/employee-service-management/hr-service-delivery/t\_ClientRoleAssignRules.html |
| release | australia |
| product | HR Service Delivery |
| classification | hr-service-delivery |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Client rolesManage HR rolesHR AdministrationConfigureCase and Knowledge ManagementHR Service DeliveryEmployee Service Management |