Using the sample data for employee services

<body>
<p id="docs-hc-snippet" style="display: none;">Articles in the series</p>
<div class="article-banners">
<div id="docs-wmp-link">
<a href="https://support.zendesk.com/hc/en-us/articles/5411234991258-plan" rel="noopener" target="_blank">What's my plan?</a>
</div>

<div class="article-banner" id="suite_es_all">
<table>
<tbody>
<tr>
<td>
<strong>Employee Service Suite</strong>
</td>
<td>Team, Growth, Professional, Enterprise, or Enterprise Plus</td>
</tr>
</tbody>
</table>
</div>

</div>
<div class="front-matter"></div>
<div class="container"><div class="row">
<div class="col-md-3">
<p class="sidenav-heading">Articles in the series</p>
<ul class="nav nav-underline flex-column" id="topic_tn3_lcl_q2c__ul_kyd_rzr_t3c">
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/10386345608346" target="_blank">Messaging deployment guide:
Introduction</a></li>
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/8836478757914" target="_blank">Part 1: About the Zendesk Employee Service
Suite</a></li>
<li class="li">Part 2: Using the sample data for employee services</li>
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/10488094678682" target="_blank">Part 3: Simplifyig the submission of employee
service requests</a></li>
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/10488109018906" target="_blank">Part 4: Streamlining the resolution of
employee service requests</a></li>
</ul>
</div>
<div class="col-md-9">

<div class="body">

<p class="p">The Customer Support Suite and Employee Service Suite plans both provide full-service,
cross-channel experiences for your users with the ticketing system, help center,
messaging and live chat, and voice all working together. They also provide the basic
components and configurations required to get you up and running quickly. </p>
<p class="p">However, while the Customer Support Suite is designed for generic customer service, the
Employee Service Suite is designed with common HR and IT use cases in mind. This article
describes the sample data and configurations provided for new Zendesk accounts with
Employee Service Suite plans and how to use them.</p>
<div class="p">This article includes the following topics:<ul class="ul" id="topic_tn3_lcl_q2c__ul_vth_ldl_q2c">
<li class="li"><a class="xref" href="#topic_dkn_ldl_q2c">Understanding the additional sample data and configurations for employee services</a></li>
<li class="li"><a class="xref" href="#topic_bcx_v2l_q2c">Using the employee service sample data and configurations</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_dkn_ldl_q2c">
<h2 class="title topictitle2" id="ariaid-title2">Understanding the additional sample data and configurations for employee services</h2>
<div class="body">
<div class="p">In addition to all of the standard content and configurations for the Customer
Support Suite plans, Employee Service Suite plans come with the following additional
sample data designed specifically for HR and IT use cases:<ul class="ul" id="topic_dkn_ldl_q2c__ul_ms1_ydl_q2c">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408888481178" target="_blank">Ticket forms</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408886739098#topic_djc_ky3_q2c" target="_blank">Ticket fields</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/11157865314842" target="_blank">User fields</a></li>
</ul>
<div class="note">
<span class="notetitle">Note:</span> If you are using a Customer Service Suite plan, you can re-create these
in your account manually.</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_bcx_v2l_q2c">
<h2 class="title topictitle2" id="ariaid-title3">Using the employee service sample data and configurations</h2>
<div class="body">
<div class="p">You have the following options when working with the sample data and configurations
provided for Employee Service Suite plans:<ul class="ul" id="topic_bcx_v2l_q2c__ul_mxy_dkr_s2c">
<li class="li">Use it as-is.</li>
<li class="li">Make adjustments, customizing it to better meet your needs.</li>
<li class="li">Deactivate or delete any of the sample data and configurations you don't
intend to use.</li>
</ul>
</div>
<p class="p">It's important to understand that all of the sample data and configurations for
employee services are active by default. </p>
<div class="p">
<strong class="ph b">To get started with a new Employee Service Suite account</strong><ol class="ol" id="topic_bcx_v2l_q2c__ol_bb4_dsd_t2c">
<li class="li">
<a class="xref" href="#topic_dkn_ldl_q2c">Review the employee service
sample data and configurations</a>.</li>
<li class="li">Deactivate the sample content you don't intend to use.</li>
<li class="li">Configure the sample content you do intend to use. For example, you may want
to:<ul class="ul" id="topic_bcx_v2l_q2c__ul_rmt_ssd_t2c">
<li class="li">Restrict <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408822414490#topic_nhh_gys_5wb" target="_blank">ticket forms</a> by brand to
control agent access to tickets.</li>
<li class="li">Configure groups that will handle sensitive information in tickets
to be <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4767122732058" target="_blank">private ticket
groups</a>.</li>
<li class="li">Configure <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5866925319962" target="_blank">omnichannel routing</a> to
suite your workflows, including creating <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408886797466" target="_blank">ticket triggers</a>, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6716530152858" target="_blank">custom omnichannel routing
queues</a>, or other business rules to assign incoming
tickets to groups. This is necessary as soon as you start adding
agents.</li>
</ul>
</li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408886939930" target="_blank">Add agents and admins individually</a>
or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408893496218" target="_blank">in bulk</a>.</li>
</ol>
</div>
</div>
</div>
<script id="docs-schema-markup" type="application/ld+json">{
"@context": "https://schema.org",
"@type": "TechArticle",
"@id": "https://support.zendesk.com/hc/en-us/articles/9012803758362",
"url": "https://support.zendesk.com/hc/en-us/articles/9012803758362",
"headline": "Using the sample data for employee services",
"description": "You learn what sample data and default configurations are included for employee services, then review, deactivate, customize, or delete them before adding agents and admins.",
"articleSection": "Getting started with Employee Service Suite",
"datePublished": "2025-03-12T03:35:07+00:00",
"dateModified": "2026-09-04T13:30:44.420906+00:00",
"inLanguage": "en",
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://support.zendesk.com/hc/en-us/articles/9012803758362"
},
"author": {
"@type": "Organization",
"name": "Zendesk",
"@id": "https://www.zendesk.com"
},
"publisher": {
"@type": "Organization",
"name": "Zendesk",
"@id": "https://www.zendesk.com"
},
"isPartOf": {
"@type": "WebSite",
"name": "Zendesk Help",
"@id": "https://support.zendesk.com/hc/"
},
"about": {
"@type": "SoftwareApplication",
"name": "Zendesk",
"@id": "https://www.zendesk.com",
"softwareAddOn": {
"@type": "SoftwareApplication",
"name": "Suite",
"@id": "https://support.zendesk.com/hc/en-us/sections/6968621013914"
}
}
}</script>
</div>
</div></div>
<script>
let link = document.createElement('link');
link.rel = 'stylesheet';
link.href = 'https://cdn.jsdelivr.net/npm/bootstrap@5.3.3/dist/css/bootstrap.min.css';
link.integrity = 'sha384-QWTKZyjpPEjISv5WaRU9OFeRpok6YctnYmDr5pNlyT2bRjXh0JMhjY6hW+ALEwIH';
link.crossOrigin = 'anonymous';
document.head.appendChild(link);

const style = document.createElement('style');
style.innerHTML = `
.col-md-3 {
padding-left: 0px;
}
.col-md-9 {
padding: 0px;
}
.sidenav-heading {
line-height: 1.5x;
padding-top: 2px;
margin-bottom: 0.5rem;
font-weight: 600;
color: #585858;
}
.nav-underline {
--bs-nav-underline-gap: 2px;
}
.what-plan-p {
line-height: 3rem;
}
img {
vertical-align: baseline;
}
.article-body .nav {
list-style-type: none;
padding-left: 0px;
margin-top: 0px;
margin-left: 0px;
}
.article-body .nav-link {
text-decoration: none;
}
`;
document.head.appendChild(style);
</script>
</body>