---
title: Exploring HR Service Delivery Playbook
description: Use HR Service Delivery Agent Workspace to manage lifecycle event cases.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/agent-workspace-for-hr-case-management/playbook-hr-explore.html
release: australia
product: Agent Workspace for HR Case Management
classification: agent-workspace-for-hr-case-management
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [HR Service Delivery Playbook, Agent Workspace, HR Service Delivery, Employee Service Management]
---

# Exploring HR Service Delivery Playbook

Use HR Service Delivery Agent Workspace to manage lifecycle event cases.

## HR Agent Workspace case form with Playbook

When Playbook is activated with HR Service Delivery Agent Workspace, the **Playbook** tab appears in the Related Items menu.

-   **Playbook Header**

    The Playbook Header shows the title of an activity set.

    **Note:** For more information on lifecycle event structure, see [Configure a lifecycle event](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/lifecycle-events/configure-hr-lifecycle-event-type.md).

-   **Stage panel**

    Along the left side of the Playbook form, you will see the stage panel that shows the lifecycle event and each activity set. Following each activity set shows a the number of activities completed and a status circle. A check inside the circle indicates a completed activity set.

    A check mark inside the Playbook Header indicates that the activity set is complete.

    You can quickly see how many activities there are for an activity set and how many are completed.

    In the example, the activity set Start onboarding has a total of nine activities with one completed \(1 of 9\).


-   **Activity stream**

    Select on an activity set in the stage panel to view all activities within the activity set.

-   **HR card**

    You can drill into an activity from the activity stream by clicking on an activity to view details about case or task.

    The HR case opens in a separate widow and tab.

-   **HR card details**

    Select the activity and the **Assigned to**, **HR service**, **Opened for**, **Subject person**, **State**, and attachments appear.

    At the top, right of an HR Playbook card are a series of icons.

    The first icon on the left provides the state of the HR case or task. Hovering over shows details of the SLA.

    Select the **Add note or comment** \(\[Omitted image "playbook-hr-comment-icon.png"\] Alt text: HR Playbook - Add note or comment icon\) icon to add comments or notes related to the activity.

    To view comments or notes, click the **See activity** button.

    Select the Open task \(\[Omitted image "playbook-hr-open-task-icon.png"\] Alt text: HR Playbook - Open task icon\) icon to view the details of the HR case or task. A new tab with the HR case or tab opens.

    Select the Minimize task \(\[Omitted image "playbook-hr-minimize-task-icon.png"\] Alt text: HR Playbook - Minimize task icon\) icon to close the details of the HR case or task.