---
title: Configuring Employee Relations
description: Set up HR Service Delivery Employee Relations \(ER\) so that your agents can engage with your employees, answer questions, create ER cases, create related records, and resolve issues.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/hr-service-delivery/hr-er-setting-up.html
release: australia
product: HR Service Delivery
classification: hr-service-delivery
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 2
breadcrumb: [Employee Relations, Case and Knowledge Management, HR Service Delivery, Employee Service Management]
---

# Configuring Employee Relations

Set up HR Service Delivery Employee Relations \(ER\) so that your agents can engage with your employees, answer questions, create ER cases, create related records, and resolve issues.

To set up ER:

-   Activate the required plugins. For more information, see [Activate Employee Relations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/activate-hr-employee-relations.md).
-   Configure case restrictions. For details on case restrictions, see [Employee Relations case restrictions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/hr-er-case-restriction.md).
-   Create a COE security policy. For information on COE security policies, see [Create a COE security policy](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/hr-create-coe-security-policy.md).
-   Configure allegation types and subtypes. For more information, see [Employee relations allegation types and subtypes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/hr-er-allegation-types.md).
-   Configure assignment rules. For details on assignment rules, see [Employee Relations assignment rules](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/hr-er-assign-rules.md).
-   Configure matching rules. For more information, see [Employee Relations matching rules](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/hr-er-matching-rules.md).
-   Set up interview question templates. For information on interview question templates, see [Create an interview question template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/hr-er-interview-1.md).
-   Set up evidence types. For more information, see [Create evidence types](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/hr-er-evidence-mgmt.md).
-   Configure accommodation types. For more information, see [Create accommodation types](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/hr-er-accommodation-type.md).
-   Configure the activity sets and activities in the Performance Improvement plan \(PIP\) life cycle event. For more information, see [Configure a PIP lifecycle event](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/pip-act-admin.md).

**Note:** For additional information on tables and roles installed, see [Components installed with HR Service Delivery Employee Relations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/activate-hr-employee-relations.md).

## Employee Relations catalog items

The base system provides the following ER catalog items:

-   Accommodation Request
-   Report Discrimination
-   Report Misconduct
-   Performance improvement plan \(PIP\)