Configure Cherwell HRSM
The configuration requirements for Cherwell HRSM vary depending on your existing environment. Review each topic in this section to determine which areas need to be manually configured.
Complete the following procedures to configure Cherwell HRSM. Configuration procedures are completed in the CSM Desktop Client and CSM Administrator.
HRSM Roles, Security Groups, and Portal Security Groups
HRSM Roles, Security Groups, and Portal Security Groups are automatically applied with the mApp Solution to align with the Dashboards.
Exception: When applying the mApp Solution, you can clear the Enabled check box on the Overwrite Portal Security Groups screen and instead manually configure the HRSM Portal Security Groups.
Verify HR Case Automatic Actions
In cases where the HRSM Case Automatic Actions are not created by Cherwell HRSM, they must be added manually.