--- schema_version: "1" id: 7c16a8e97a34a3d62792e8aee1d92fece060322b27fee02da1f2f29edd0d9ccd title: Agentforce HR Service Actions collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/es_agentforce_hr_service_agent_actions.md canonical_url: https://help.salesforce.com/s/articleView?id=service.es_agentforce_hr_service_agent_actions.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 388b2ce0301bfc9fd9c995d57b0fe2159377a1d59891469dc532f0bad2ef56fa description: "Get to know the actions included in the Agentforce HR Service Agent template. To get started, identify whether your implementation uses the MuleSoft for Flow: Integration connectors model or a custom integration." products: - Service Cloud release: "264" --- # Agentforce HR Service Actions Get to know the actions included in the Agentforce HR Service Agent template. To get started, identify whether your implementation uses the MuleSoft for Flow: Integration connectors model or a custom integration. ### Required Editions
View supported editions.
## Flow Connector Actions These actions are the recommended path for new implementations. They use native, no-code MuleSoft Flow Connectors to connect directly to HCMs, providing native functionality that eliminates the need for third-party integration maintenance. - [**Create Performance Goal Action:**](https://help.salesforce.com/s/articleView?id=service.hr_svc_create_emp_goals_tool.htm&language=en_US) Employees and managers use this tool to create new performance goals in the connected external HR system. - [**Update Performance Goal Action:**](https://help.salesforce.com/s/articleView?id=service.hr_svc_update_emp_goals_tool.htm&language=en_US) Employees and managers use this tool to modify details, dates, or the status of existing performance goals. - [**Get Performance Goals Action:**](https://help.salesforce.com/s/articleView?id=service.hr_svc_get_emp_goals_tool.htm&language=en_US) Employees and managers use this tool to retrieve and view current performance goals. - [**Delete Performance Goal Action:**](https://help.salesforce.com/s/articleView?id=service.hr_svc_delete_emp_goals_tool.htm&language=en_US) Employees and managers use this tool to remove performance goals that are no longer relevant or were created in error. ## Custom Integration Actions These actions require a third-party system integration with Workday or SAP SuccessFactors via a custom Mule application. **Actions Available in Agentforce Studio** The following actions from the custom library can be managed within the new Agentforce Studio workspace. **Requires Mule App Integration:** Leave Management: - [**Get Leave Balance Action**](https://help.salesforce.com/s/articleView?id=service.es_get_leave_balance_action.htm&language=en_US) Employees use this tool to get their leave balance. - [**Submit Leave Request Action**](https://help.salesforce.com/s/articleView?id=service.es_apply_for_leave_action.htm&language=en_US) Employees use this tool to submit a leave request. Expense Management: - [**Get Expense Items Action**](https://help.salesforce.com/s/articleView?id=service.es_get_expense_items_action.htm&language=en_US) Employees use this tool to get the expense report items for various expense categories. For example, the Travel category can include airfare and transport. - [**Get Past Expense Reports Action**](https://help.salesforce.com/s/articleView?id=service.es_get_past_expense_reports_action.htm&language=en_US) Employees use this tool to get past expense reports. - [**Submit Expense Report Action**](https://help.salesforce.com/s/articleView?id=service.es_submit_expense_report_action.htm&language=en_US) Employees use this tool to submit expense reports. Direct Deposit Management: - [**Get Direct Deposit Details Action**](https://help.salesforce.com/s/articleView?id=service.es_get_direct_deposit_details_action.htm&language=en_US) Employees use this tool to fetch their direct deposit details. - [**Submit Direct Deposit Details Action**](https://help.salesforce.com/s/articleView?id=service.es_submit_direct_deposit_details_action.htm&language=en_US) Employees use this tool to update their direct deposit details. **Standalone (No Mule App Required):** - [**Get Enablement Program Action**](https://help.salesforce.com/s/articleView?id=service.es_get_enablement_program_action.htm&language=en_US) Employees use this tool to fetch the employee enablement programs that they are enrolled in, as well as those their direct reportees are enrolled in. You need to provide the full username (first name and last name) for this tool to work. If a manager has more than 2 reportees with the same first and last name, the tool will not work and may bring data for any one of them. - [**Get Employee Profile Action**](https://help.salesforce.com/s/articleView?id=service.hr_svc_emp_prfl.htm&language=en_US) Employees use this tool to get their profile information. - [**Create Confidential Case Action**](https://help.salesforce.com/s/articleView?id=service.hr_svc_creat_of_cnfd_case_action.htm&language=en_US) Initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists. **Actions Available in Standard Setup** The following actions must currently be configured using the standard Agentforce setup: **Requires Mule App Integration:** Leave Management: - [**Get Leave Balance Action**](https://help.salesforce.com/s/articleView?id=service.es_get_leave_balance_action.htm&language=en_US) Employees use this tool to get their leave balance. - [**Apply For Leave Action**](https://help.salesforce.com/s/articleView?id=service.es_apply_for_leave_action.htm&language=en_US) Employees use this tool to submit a leave request. Expense Management: - [**Get Expense Items Action**](https://help.salesforce.com/s/articleView?id=service.es_get_expense_items_action.htm&language=en_US) Employees use this tool to get the expense report items for various expense categories. For example, the Travel category can include airfare and transport. - [**Get Past Expense Reports Action**](https://help.salesforce.com/s/articleView?id=service.es_get_past_expense_reports_action.htm&language=en_US) Employees use this tool to get past expense reports. - [**Submit Expense Report Action**](https://help.salesforce.com/s/articleView?id=service.es_submit_expense_report_action.htm&language=en_US) Employees use this tool to submit expense reports. Direct Deposit Management: - [**Get Direct Deposit Details Action**](https://help.salesforce.com/s/articleView?id=service.es_get_direct_deposit_details_action.htm&language=en_US) Employees use this tool to fetch their direct deposit details. - [**Submit Direct Deposit Details Action**](https://help.salesforce.com/s/articleView?id=service.es_submit_direct_deposit_details_action.htm&language=en_US) Employees use this tool to update their direct deposit details. Profile Management: - [**Update Employee Profile Action**](https://help.salesforce.com/s/articleView?id=service.es_update_employee_profile_action.htm&language=en_US) Employees use this tool to update their profile information, such as first name, last name, mobile number, address, city, country, email address, province or state, postal or zip code, and pronouns. Case Management: - [**Get Object Picklist Items Action**](https://help.salesforce.com/s/articleView?id=service.hr_svc_gt_itm_in_picklist_action.htm&language=en_US) Retrieves standardized categories to gather specific data during the conversation before a confidential case is created. **Standalone (No Mule App Required):** - [**Get Enablement Program Action**](https://help.salesforce.com/s/articleView?id=service.es_get_enablement_program_action.htm&language=en_US) Employees use this tool to fetch the employee enablement programs that they are enrolled in, as well as those their direct reportees are enrolled in. You need to provide the full username (first name and last name) for this tool to work. If a manager has more than 2 reportees with the same first and last name, the tool will not work and may bring data for any one of them. - [**Get User Profile Details Action**](https://help.salesforce.com/s/articleView?id=service.hr_svc_emp_prfl.htm&language=en_US) Employees use this tool to get their profile information. - [**Create Confidential Complaint Action**](https://help.salesforce.com/s/articleView?id=service.hr_svc_creat_of_cnfd_case_action.htm&language=en_US) Initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists. - [**Submit Resignation Action:**](https://help.salesforce.com/s/articleView?id=service.hr_svc_submit_resgn_tool.htm&language=en_US) Employees use this tool to formally submit their resignation through the HR service agent. - [**Change Job Location Action:**](https://help.salesforce.com/s/articleView?id=service.hr_svc_change_job_loc_tool.htm&language=en_US) Employees use this tool to request a change in their work location through the HR service agent. - [**Request Workplace Accommodation Action:**](https://help.salesforce.com/s/articleView?id=service.hr_svc_req_wrkplc_accom_tool.htm&language=en_US) Employees use this tool to request workplace accommodations (for example, ergonomic furniture or specialized equipment) through the HR service agent. - **[Apply For Leave Action](https://help.salesforce.com/s/articleView?id=service.es_apply_for_leave_action.htm&release=264.0.0&type=5)** Submit an employee's leave request, including the leave start date, end date, type, duration, and comment. - **[Change Direct Deposit Allocation Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_change_dd_alloc.htm&release=264.0.0&type=5)** Changes the value or payment type of an employee's existing direct deposit record in Paychex. - **[Change Job Location Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_change_job_loc_tool.htm&release=264.0.0&type=5)** Employees use this action to request a change in their work location through the HR service agent. - **[Close Employee Case Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_close_emp_case.htm&release=264.0.0&type=5)** Closes one of the logged-in employee's own cases, identified by its case number. - **[Correct Missed Punch Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_correct_missed_punch.htm&release=264.0.0&type=5)** Files a missed punch or timesheet anomaly correction as a case through Unified Catalog. Use when the employee wants to correct a missed punch, late arrival, early departure, or missed meal break, or to log a new entry they forgot to punch. - **[Create Case Comment Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_create_case_comm.htm&release=264.0.0&type=5)** Adds a comment to one of the logged-in employee's own cases, identified by case number. - **[Create Confidential Case Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_creat_of_cnfd_case_action.htm&release=264.0.0&type=5)** Initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists. - **[Create Employee Case Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_create_emp_case.htm&release=264.0.0&type=5)** Creates a new support case for the logged-in employee. The running user is the contact and owner of the case. - **[Create Employee Goals Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_create_emp_goals_tool.htm&release=264.0.0&type=5)** Employees and managers use this action to create new performance goals in the connected external HR system. - **[Create Self Appraisal Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_create_self_appraisal.htm&release=264.0.0&type=5)** Drafts a rich-text self-appraisal based on performance goals and employee instructions. - **[Delete Employee Goals Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_delete_emp_goals_tool.htm&release=264.0.0&type=5)** Employees and managers use this action to remove performance goals that are no longer relevant or were created in error. - **[Get All Onboarding Wizards Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_get_all_onboarding_wizards.htm&release=264.0.0&type=5)** Retrieves a summary of all onboarding wizards available in HiBob, including wizard name, ID, and description. - **[Get Direct Deposit Details Action](https://help.salesforce.com/s/articleView?id=service.es_get_direct_deposit_details_action.htm&release=264.0.0&type=5)** Employees use this action to fetch their direct deposit details. - **[Get Employee Case By ID Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_get_emp_case_id.htm&release=264.0.0&type=5)** Retrieves details of one of the logged-in employee's own cases by its case number, including subject, description, status, priority, and origin. - **[Get Employee Cases Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_get_emp_cases.htm&release=264.0.0&type=5)** Retrieves the list of cases belonging to the logged-in employee. Returns the employee's own cases as a JSON list along with a count of how many cases were found. - **[Get Employee Goals Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_get_emp_goals_tool.htm&release=264.0.0&type=5)** Employees and managers use this action to retrieve and view current performance goals. - **[Get Employee Profile Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_emp_prfl.htm&release=264.0.0&type=5)** Employees use this action to get their profile information. - **[Get Employees For Shift Swap Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_get_emp_for_shift_swap.htm&release=264.0.0&type=5)** Gets eligible employees for shift swapping by retrieving roster records from Deputy for other employees who are scheduled on a specific shift date. Use when the user wants to swap shifts or see who is available to swap shifts. - **[Get Enablement Program Action](https://help.salesforce.com/s/articleView?id=service.es_get_enablement_program_action.htm&release=264.0.0&type=5)** Employees use this action to fetch the employee enablement programs that they are enrolled in, as well as those their direct reportees are enrolled in. You need to provide the full username (first name and last name) for this action to work. If a manager has more than 2 reportees with the same first and last name, the action will not work and may bring data for any one of them. - **[Get Expense Items Action](https://help.salesforce.com/s/articleView?id=service.es_get_expense_items_action.htm&release=264.0.0&type=5)** Employees use this action to get the expense report items for various expense categories. For example, the Travel category can include airfare and transport. - **[Get Leave Balance Action](https://help.salesforce.com/s/articleView?id=service.es_get_leave_balance_action.htm&release=264.0.0&type=5)** Employees use this action to get their leave balance. - **[Get Open Tasks For Employee Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_get_open_tasks_for_emp.htm&release=264.0.0&type=5)** Retrieves the list of open tasks from HiBob for the current user. Returns task details such as title, description, status, and due date for tasks that are not yet complete. - **[Get Past Expense Reports Action](https://help.salesforce.com/s/articleView?id=service.es_get_past_expense_reports_action.htm&release=264.0.0&type=5)** Employees use this action to get past expense reports. - **[Get Pay Period Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_get_pay_period.htm&release=264.0.0&type=5)** Gets the pay period schedule for an employee's organization. - **[Get Payroll Discrepancy Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_get_payroll_discrepancy.htm&release=264.0.0&type=5)** Gets the employee's paychecks for two pay periods so the agent can compare them and explain pay variances. - **[Get Performance Summary Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_get_performance_summary.htm&release=264.0.0&type=5)** Retrieves a performance summary from BambooHR for the current user. This includes all of their performance goals including title, status, percent complete, due date, and description for each goal. - **[Get Picklist Items Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_gt_itm_in_picklist_action.htm&release=264.0.0&type=5)** Retrieves standardized categories to gather specific data during the conversation before a confidential case is created. - **[Get Worker Direct Deposits Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_get_worker_dir_dep.htm&release=264.0.0&type=5)** Retrieves all direct deposit account details from Paychex for the current employee, such as account number, account type, routing number, payment type, value, priority, and start date for each deposit. - **[Get Worker Paychecks Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_get_worker_paychecks.htm&release=264.0.0&type=5)** Gets all paycheck records for the current employee from Paychex for a given pay period. Each record includes the check date and its earnings, deductions, taxes, and informational items. - **[Mark Task As Complete Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_mark_task_as_complete.htm&release=264.0.0&type=5)** Marks an employee task as complete in HiBob and creates a case to track the request. - **[Report Payroll Discrepancy Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_report_payroll_discrepancy.htm&release=264.0.0&type=5)** Submits a payroll discrepancy report for an employee by creating a service request and a related case. Use it when a user directly reports a payroll issue, or as a follow-up to the Get Payroll Discrepancy action to file a case for the affected pay period. - **[Request Workplace Accommodation Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_req_wrkplc_accom_tool.htm&release=264.0.0&type=5)** Employees use this action to request workplace accommodations (for example, ergonomic furniture or specialized equipment) through the HR service agent. - **[Submit Direct Deposit Details Action](https://help.salesforce.com/s/articleView?id=service.es_submit_direct_deposit_details_action.htm&release=264.0.0&type=5)** Submit an employee's request to update their direct deposit details, such as bank account number, routing number, deposit type, and payment order. - **[Submit Expense Report Action](https://help.salesforce.com/s/articleView?id=service.es_submit_expense_report_action.htm&release=264.0.0&type=5)** Employees use this action to submit expense reports. - **[Submit Resignation Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_submit_resgn_tool.htm&release=264.0.0&type=5)** Employees use this action to formally submit their resignation through the HR service agent. - **[Swap Shifts Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_swap_shifts.htm&release=264.0.0&type=5)** Sends a shift swap request to other employees for swapping shifts. The employee can specify the shifts they want to swap and the employees they want to swap with. Call this action after GetEmpForShiftSwap to get the required employee IDs and shift IDs. - **[Update Employee Goals Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_update_emp_goals_tool.htm&release=264.0.0&type=5)** Employees and managers use this action to modify details, dates, or the status of existing performance goals. - **[Update Employee Profile Action](https://help.salesforce.com/s/articleView?id=service.es_update_employee_profile_action.htm&release=264.0.0&type=5)** Employees use this action to update their profile information, such as first name, last name, mobile number, address, city, country, email address, province or state, postal or zip code, and pronouns. - **[Verify Pay Adjustments Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_verify_pay_adjustments.htm&release=264.0.0&type=5)** Verifies whether a specific pay adjustment (earning or deduction) was applied to the current employee's recent paychecks in Paychex. - **[View Salary And Total Rewards Action](https://help.salesforce.com/s/articleView?id=service.hr_svc_view_sal_tot_rwds.htm&release=264.0.0&type=5)** Retrieves the logged-in employee's total rewards breakdown, including base annual salary and bonus pay component details, from the connected HCM (Paychex). This action only returns the logged-in employee's own compensation.