ConfigBot for ServiceNow – HR Criteria
HR Criteria for ServiceNow centralizes HR Criteria, HR Conditions, and User Criteria within a single, easy-to-use spreadsheet interface. This module allows users to access all associated configurations in one place, making it simple to create, update, and modify records efficiently.
By consolidating related configurations, HR Criteria enhances visibility, streamlines management, and ensures consistency across HR processes within the ServiceNow platform.
The following article explains how to use the HR Criteria module in ConfigBot to perform different operations.
Step 1: Log in to ConfigBot
Enter your username and password, then click Submit to access the portal.
Step 2: Access the HR Criteria Module
From the Home Screen, Navigate to Employee workflows and click on the HR Criteria module tile.
Step 3: Create a New Iteration
Click the Add New Iteration button
- Enter the Iteration Number
- Select the Workspace or ADD New Workspace
- Enter Host Address
- Choose the Instance Type
- Enter your Company ID and Username
- Add a Short Description
After filling in all details, click Submit to create your iteration.
Step 4: Set the Filter Configuration
Once the iteration is created, open the workbook and navigate to Config Sheet and select filter type, in fig below, I have selected fetch All filter type so it will fetch all records present in the instance
You can also select other filter type
- Fetch All: will Fetched all the records from the instance
- Fetch All, except these: will fetch all records except those that are mentioned in the next column
- Fetch Only: will fetch the records that are mentioned in the next column.
- Fetch Active Only: will only fetch active records
- Fetch By Query: will only fetch records that are associated with the query
Or you can use the Dependent Functionality by selecting “Yes” in Column D “Dependent”
When Dependent is set to Yes, records are fetched based on their parent record. This ensures that only the child records associated with the selected parent configuration are retrieved.
Dependency Relationship:
HR Criteria – Records are fetched using the configured filter.
- HR Conditions – Records are fetched based on the related HR Criteria records.
- User Criteria – Records are fetched based on the related HR Criteria records.
Step 5: Generate Workbook
Once the iteration is created, click on the Hamburger Menu and select Generate workbook.
In the pop-up window:
- Enter your ServiceNow password
- Add any execution notes
- In Advanced Options, Select All check box to Generate workbook (As we want to generate all sheets).
- Click Confirm and Start to process execution
This step prepares the workbook with the basic configuration setup and backfilled the data from ServiceNow instance.
Step 6: Review Results
Once the execution status changes to Complete, open the generated workbook. You will notice that the sheet backfilled with the data
Automation (Configure Records using ConfigBot):
Open Generated Workbook
- Click on sheet icon to open generated workbook
- Navigate to the desired Sheet (HR Criteria, HR Conditions or User Criteria):
- Create and update the records.
To Start Configuration for Automation:
Step 1: Navigate to HR Conditions Sheet, Create the condition according to your configuration.
Step 2: Then Navigate to HR Criteria Sheet, to create/update the HR Criteria Record.
Note:
- When configuring HR Criteria In Column “I” Select “Yes” to create respective user Criteria.
- Also select the respectively HR Condition which we configured in HR Conditions Sheet before.
Step 3: Then Navigate to User Criteria Sheet, to create/update the User Criteria.
Note: Make sure to pending the status of each record before running automation.
Step 4: Finally, navigate to the Config sheet, Set Maintain Update Set to Yes and enter the desired Update Set Name.
Step 5: Start Configuration
Once your Configuration data is set:
- Return to your Workspace.
- Click on the Hamburger Menu icon and select Request Reprocess.
Click on the Hamburger Menu icon again and this time Select Start Configuration
In the pop-up window:
- Enter your ServiceNow password
- Add any notes
- Select the Advance option boxes which you Configure on sheets
- Click Confirm and Start to execute
Note: Select check boxes options as per your Configuration.
Step 6: Result Overview
You can click the information logs ( i ) icon on your iteration to monitor the processing status in real time and logs.
Once the execution Complete, navigate to workbook to review your results.
You will notice highlights across multiple tabs:
- Red Highlights – Indicate configuration differences between the values Currently maintained in the sheet and those available in the ServiceNow instance. These highlights help identify areas where changes have been made or where the configurations are not aligned.
- Green Highlights – Indicate matching configuration values between the sheet and the ServiceNow Instance, confirming that no configuration changes have been identified.
Validation (Validate Configuration Changes from the Sheet):
Step 1 – Open the Generated workbook
Click on the sheet icon to open the generated workbook
Step 2 – Change the status to Pending
Navigate to the desired sheet for which you want to validate the data and change the Processing Status to “Pending”
Step 3 – Start Execution (Validation)
Once the Processing Status is set to “Pending, close the workbook and navigate back to workspace”
Click on the hamburger menu icon and select “Request Reprocess”
Click on the hamburger menu icon one more time and now select “Start Validation”
In the pop-up window:
- Enter your ServiceNow instance password.
- Add any execution notes
- Select the checkbox for the desired sheet
Step 4 – Review Results
Once the execution status changes to Complete, open the workbook
You will notice highlights across multiple tabs:
- Red Highlights – Indicate configuration differences between the values currently maintained in the sheet and those available in the ServiceNow instance. These highlights help identify areas where changes have been made or where the configurations are not aligned.
- Green Highlights – Indicate matching configuration values between the sheet and the ServiceNow instance, confirming that no configuration changes have been identified.
Compare (Compare Between Two Executions):
Step 1 – Should have two Generated Workbooks
Ensure that you have two workbooks generated.
Step 2 – To Start Compare Execution:
Click on the hamburger menu icon and select “Request Reprocess”.
Click on the hamburger menu icon again and this time select “Compare iteration”.
In the pop-up window:
- Select the Iteration you want to compare against.
- Click Confirm and Start to start the execution process.
Once the status shows complete, open the workbook and navigate to each sheet to see the changes.
You can notice highlights across multiple tabs:
- Red Highlights – Indicate differences between the two iterations.
- Green Highlights – Indicate matching values across both workbooks.
These color – coded results allow you to instantly identify what has changed or remained consistent between the two ServiceNow Instances.
Or we can also Navigate to the “Compare Summary” Sheet, to find the differences
This Sheet provides a quick and reliable way to verify data consistency between executions. Instead of manually inspecting records, you can visualize differences and matches in a structured tabular form.
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Updated on: 09/07/2026
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