Create an HR assignment rule

An assignment rule is used to assign the HR group when it is not assigned from the catalog item template.

Before you begin

Role required: admin, hr_admin, or hris_admin

Procedure

  1. Navigate to Human Resources > Administration > Assignment Rules.
  2. Click New.
    By default, the assignment rule is for the HR Task table.
  3. Complete the form.
    Table 1. Assignment Rules form
    Field Description
    Name The descriptive name for the HR assignment rule.
    Order The order in which the rule processes. Rules with lower order numbers are processed first. If a rule is applied, rules with a higher order number are not processed.

    For example, an assignment rule with order 100 states to assign the case to a group with the specified skill.

    An assignment rule with order 200 states to assign the case to the group HR.

    If a group has the specified skill, then it is assigned. If not, then the second rule runs and assigns it to HR.

    Active Check box that specifies the rule is in use.
    Applies To
    Table The table with the records that the assignment rule applies to. The default is the HR Task [hr_task] table.
    Conditions The conditions in which the assignment rule applies.
    Assign To
    User The user to assign to the case when this rule is applied.
    Group The group to assign to the case when this rule is applied.
    Script
    Script A script to define advanced assignment rule functionality. The current.variable_pool set of variables is available.
    Note: Two example scripts are provided as a comment. You can modify either script or use the information as a starting point for your own script. Remove the examples when you are finished.
  4. Click Submit.

What to do next

After creating the assignment rule, you can test it to verify that it works.