HR Lifecycle Events Cases

HR Lifecycle Events Cases shows all cases and child cases related to life-cycle events.

You can also view Lifecycle Events cases in the HR Cases list. Refer to HR Cases.

The quickest way to find cases assigned to you is to use the HR Service Portal.

To create, edit, or track a Lifecycle Events case, refer to Create an HR case.

Once a case is created or modified, under Related Links, there are links unique to Lifecycle Events cases:
  • Requested user actions: Shows a list of user actions from the new-hire check list with links to the tasks.
  • Activity Set Execution: Shows all activity sets for a life-cycle event.
  • Show Workflow: Displays the workflow associated with the Activity Set.

Create or modify a Lifecycle Events case

HR Lifecycle Events cases contain HR activity sets that contain trigger activities.

Before you begin

Roles required: Lifecycle Case Writer [sn_hr_le.case_writer].

About this task

The base system provides HR services that creates lifecycle event cases:
  • Account notification
  • Request onboarding
To create or modify a Lifecycle Event case, refer to Create an HR case.

Create Office Space Request Task

As part of the onboarding process, you can find and reserve an office space for a new hire.

  1. Select an HR Case.
  2. Select Add Task under the Related Links section.
  3. Select HR Task from the Task Type window.
  4. Complete the form. These instructions describe the required fields for requesting an office space. For a complete listing of all HR task fields, refer to Add or modify an HR task.
    LocationSelect the building location the new hire is assigned to.
    Template Select the HR task template that corresponds to this type of task.

    The Select Office/Desk Space template is provided as a model.

    Due date Select a date the HR task is to be completed.
    HR Task Type Submit Catalog Item appears from the HR task template.
    Catalog Item Select Office Space appears from the HR task template.
    Short Description Appears from the HR task template, but you can overwrite this entry.
    Assignment group Appears from the HR task template, but you can override it. If blank, select a group to be assigned to this task.
    Assigned to Appears from the HR task template, but you can override it. If blank, select an HR agent to be assigned to this task.
  5. Select Submit or Ready for Work.