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Create an HR Service Agent from Template

An HR Service agent intelligently supports your employees by handling their service requests and escalating to reps when necessary. Use the Agentforce HR Service Agent template to create an agent designed to resolve common employee support cases and requests. This template is available with Agentforce Employee Agent (AEA).

Required Editions

View supported editions.
User Permissions Needed
To build and manage HR service agents:

Manage Agentforce Service Agents AND Manage AI Agents

OR

Customize Application

Before you begin, set up Einstein Generative AI, enable Agentforce, and set up Einstein Trust Layer.

  1. In Setup, find and select Agentforce Agents.
  2. Click New Agent.
  3. Select Create from a Template. Select an agent template to create the agent, and then click Next.

    Here are the available agent templates for HR Service:

    Template Description
    HR Service Agent Resolves employee inquiries and requests and provides accurate and natural responses, based on trusted data.
    Direct Deposit Management

    Allows employees to instantly view and update their direct deposit details, such as:

    • Payment elections
    • Payment allocations
    • International currency preferences across different countries
    Onboarding Wizards Helps users access onboarding process information by viewing available onboarding wizards and programs in HiBob.
    Employee Compensation

    Manages all compensation-related operations, such as:

    • Viewing salary and total rewards breakdowns
    • Bonus payout inquiries
    • Pay-band and grade transparency
    • Secure comp review confirmation for managers
    • Equity and stock vesting status
    • Compensation policy FAQs
    Leave Management

    Manages employee leave inquiries and requests, such as:

    • Checking leave balances
    • Viewing time-off policies
    • Submitting new leave requests
    Employee Expenses

    Manages all expense-related operations and helps employees:

    • Query expense policies
    • View expense statuses
    • Create and submit expense reports
    Employee Profile Management

    Retrieves and updates employee profile details, such as:

    • Contact info
    • Address
    • Emergency contact
    • Manager details
    • Job information
    Employee Payroll Management

    Manages all payroll-related operations, such as:

    • Viewing payslips and tax documents
    • Explaining pay variances
    • Reporting payroll discrepancies
    • Verifying pay adjustments or bonuses
    Employee Task Management

    Manages all task-related operations, such as:

    • Viewing open tasks
    • Marking tasks as complete
    • Viewing onboarding wizard summaries
    Employee Enablement Program Lets employees view and track enablement programs for themselves and their reportees.
    Goal Management Manages employee performance goals within BambooHR with an autonomous AI agent.
    Time, Attendance & Scheduling Retrieves shift schedules, clock-ins, and timecard logs.
  4. Review the topics that come with your template. You can customize these topics and actions later, but if any of them don’t apply to your use cases, remove them. Then click Next.
  5. Note
    Note

    Multilingual support for the Get Leave Balance Action, Apply For Leave Action, Update Employee Profile Action, Get Enablement Program Action, Get Expense Items Action, Get Past Expense Reports Action, Submit Expense Report Action, and Create Confidential Complaint Action is generally available for Agentforce HR Service Agent actions. For the remaining Agentforce HR Service Agent actions, multilingual support is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.

    Define your agent's settings, such as system messages and language settings.
    These settings determine how agents behave and present themselves in conversations.
  6. Select a data source to ground your agent responses with the Answer Questions with Knowledge action, and then click Create.
    If you don't want to use any of the available data sources, you can create a library to limit the HR service agent to specific articles or uploaded fields. See Assign a Data Library to Your Agent.
  7. Configure your agent with topics, actions, and other agent assets.
    Update the named credential when configuring these actions: Get Leave Balance, Submit Leave Request, Update Employee Profile, Get Direct Deposit Details, and Submit Direct Deposit Details.
  8. Test your agent in Agentforce Builder to confirm that your agent performs as expected and meets your security standards.
    The HR service agent operates in the same Agent User context in Agentforce Builder as it does when deployed in messaging channels. So, design-time testing reflects how your HR service agent behaves when deployed.
  9. Activate your agent.