Configuring Employee Relations

Set up HR Service Delivery Employee Relations (ER) so that your agents can engage with your employees, answer questions, create ER cases, create related records, and resolve issues.

To set up ER:

Activate the required plugins. For more information, see Activate Employee Relations.
Configure case restrictions. For details on case restrictions, see Employee Relations case restrictions.
Create a COE security policy. For information on COE security policies, see Create a COE security policy.
Configure allegation types and subtypes. For more information, see Employee relations allegation types and subtypes.
Configure assignment rules. For details on assignment rules, see Employee Relations assignment rules.
Configure matching rules. For more information, see Employee Relations matching rules.
Set up interview question templates. For information on interview question templates, see Create an interview question template.
Set up evidence types. For more information, see Create evidence types.
Configure accommodation types. For more information, see Create accommodation types.
Configure the activity sets and activities in the Performance Improvement plan (PIP) life cycle event. For more information, see Configure a PIP lifecycle event.

Note: For additional information on tables and roles installed, see Components installed with HR Service Delivery Employee Relations.

Employee Relations catalog items

The base system provides the following ER catalog items:

Accommodation Request
Report Discrimination
Report Misconduct
Performance improvement plan (PIP)

title	Configuring Employee Relations
description	Set up HR Service Delivery Employee Relations \(ER\) so that your agents can engage with your employees, answer questions, create ER cases, create related records, and resolve issues.
locale	en-US
canonical_url	https://www.servicenow.com/docs/r/employee-service-management/hr-service-delivery/hr-er-setting-up.html
release	brazil
product	HR Service Delivery
classification	hr-service-delivery
topic_type	concept
last_updated	2026-09-10
reading_time_minutes	2
breadcrumb	Employee RelationsCase and Knowledge ManagementHR Service DeliveryEmployee Service Management