HR Case Management Corporate Portal

The HR Case Management Corporate Portal compliments the look and feel of the HR Case Management Portal and is intended to be used as a web portal allowing end users access to manage and submit service requests across multiple departments within the enterprise.

The HR Case Management Corporate Portal is localized to English and Spanish. While Dashboards within this mApp exist for German, French and Brazilian Portuguese, they have not been translated at this time and are currently in English.

How the mApp Solution Works

CSM provides the Corporate Portal as a mergeable application (mApp) so that Users can easily incorporate this functionality into their existing CSM system.

The mApp includes the following items:

Item Category	Item	Typical Merge Action	Localization
Dashboards	Corporate-Portal-Home Corporate-Portal My Items Facilities-Management-Home- HRV3-Home HRV3-Catalog Ideation-Home IT-Service-Desk-Home IT-Service-Desk-Catalog IT-Service-Desk-KB Safety-and-Security-Home	Import	English & Spanish
Themes	Corporate Portal Theme HRV3-Portal-Default-Forms	Import
Images	Employees-Brick-Background-tiny colorful-stripe1 Office-Work-Team-Graphic Green Button Orange Button Pink Button Purple Button Teal Button Collaboration-Background Conference-Background Busy-Office-Background Empty-Office-Background	Import
Widgets	IT-Service-Desk-Catalog Knowledge Article Search My Open Requests Count My Open Incidents Count My Active Discussions Count My Devices Count Top Issues Count Problems with a Work Around Problems with no Work Around Discussions	Overwrite
Widgets	Knowledge Articles with Like Counts HR V3 Catalog HR V3 Catalog-Stored Value Discussions HR Discussions FM	Import
Sites	Corporate Portal	Import
One-Step Actions	Benefits Link Policies and Procedures Link Talent Acquisition Link Performance Mgmt Link HR V3 Catalog Link Employment Verification Link Direct Deposit Link Vision Benefits Internal Job Postings Link W4 Link Flexible Spending Link Health Savings Link Open Enrollment Link Benefits Summary Link Set-Customer-Country Email Calendaring Link Install Configure Software Link Access Files Folders Drives Link Wireless Access Link Printing Issues Link Password Reset Link Desk Phone Link Mobile Device Issues Link Conference Room Equipment Link Fixing Issues Link HR-Home-Link	Import
One-Step Actions	New Incident New Service Request	Overwrite
Stored Values	Stored Value - HR Catalog Category Country Code HR Customer Country HR Supported Countries	Import

Customizing the Dashboard

To customize the Dashboard, perform the following steps:

In the CSM Desktop Client, select Dashboards > Dashboard Manager...
Right click on 2017 ESM Home (Dashboards>Global>HR Case>2017 Portal) and select Edit.
Over each of the buttons are transparent Link Layers. Right-click on each of the link layers and select Widget Properties… (If you don't see an option for Widget Properties when right-clicking, you are not selecting the correct layer).
Navigate to the appropriate Action that needs to initiate for that button and click OK.
1. If you've previously installed our 2017 Global HR Case Portal mApp Solution and you would like to link the Human Resources GO button to the HR Case Home Dashboard, it can be found here: Global > HR Case > 2017-Portal > 2017 HR Case Home.
If you would like to adjust the text shown on the Dashboard, you can easily do that by clicking on the text you would like to change and making your text edits in the upper left of your screen.
When you are finished adjusting the Dashboard, click OK in the lower right to save your changes.
You can edit the 2017 ESM My Items Dashboard just the same way you edited the 2017 ESM Home Dashboard.

Security Settings

To allow Portal customers and anonymous browser users to access the 2017 ESM Portal, you may need to update your security settings.

To update the security settings, follow these steps:

Log into CSM Administrator and select Security.
Select Edit Security Groups.
In the Security Groups dialogue, select Anonymous Browser from the Group drop-down.
Select the Rights tab and set the Category drop-down to Sites.
Select 2017ESMPortal in the Sites list. Select the Use Default and View.
Click Save.
Select Portal Customer in the Group drop-down.
Select the Rights tab and select Sites in the Category drop-down.
Select 2017ESMPortal in the Sites list and uncheck Use Default at and Check View.
Click Save.

Localization

This self-service Portal is available in English and Spanish.

While Dashboards within this mApp Solution exist for German, French, and Brazilian Portuguese, they have not been translated at this time and are currently in English.