Business rules installed with Human Resources

Human Resources Application: Core adds the following business rules.
Business rule Table Description
Assigned

#Ready for work (approval off)

Ready for approval

Ready for work (approval on)

#Start work

#Cancellation

HR Case [hr_case] Invokes the state flow process for HR cases.
Accept

Assigned

#Cancel cleanup

Ready for work

Reassign

Resume HR case

Start work

HR Task [hr_task] Invokes the state flow process for HR tasks.
Add categories to scratchpad HR Case [hr_case] Loads the HR case types and associated categories and maps the template to the case type.
Add HR Supervisor to watch list HR Case [hr_case] Adds members of the HR VIP Watchlist group to an HR case when the user is a VIP.
#Add User Acceptance State HR Case [hr_case] Places an HR case into Waiting for user acceptance state.
#Auto-assessment business rule HR Case [hr_case] Triggers an HR survey when the case is closed or canceled.
Auto Assign HR task [hr_task] Checks skills, country, and group requirements for task assigned to the HR case agent. If no match, perform same check for the HR case. If no match, check for skills only.
#Clear durations HR Case [hr_case] Clears the Duration value on hr_case records when the case is reactivated (when Active changes to true on a record inserted or updated).
Close HR task HR task [hr_task] Closes the HR task that was created to request documentation from an employee when the employee replies to the email and attaches the file.
Display action required HR Case [hr_case] Displays HR has requested some actions on your part message.
Display Ready for Work message HR Case [hr_case] Displays a message if the HR case is in draft state instructing the agent to start work.
Display reminding message on HR case HR Case [hr_case] Checks the access level of the current user and displays appropriate information in the HR case. If the admin is impersonating a user, display a message that they are not allowed access.
Enforce unique user HR Profile [hr_profile] Ensures that a duplicate HR profile is not entered for a user.
Exit survey trigger HR Task [hr_task] Sends a link to the exit survey when the exit survey task state changes to Work in Progress.
Notify HR Case owner when all task close HR Task [hr_task] Sends a notification to the HR case assigned-to agent when all HR tasks are complete.
Populate case SLAs Task SLA [task_sla] Inserts a Service Level Agreement timer when an HR case is active.
Reassignment counter for Case HR Case [hr_case] Counts the number of times the case is reassigned.
Remove HR Supervisor from watch list HR Case [hr_case] Removes HR VIP Watchlist group members from an HR case when the user is no longer a VIP.
Restrict query HR Case [hr_case] Amends the query used to get HR case records to display in list view.
Restrict query HR Task [hr_task] Amends the query used to get HR task records to display in list view.
Restrict query Emergency Contact [hr_emergency_contact] Amends the query used to get records to display in list view.
Restrict query Employment History [hr_employment_history] Amends the query used to get records to display in list view.
Send hr_case events HR Case [hr_case] Adds events to the event queue when records are inserted or updated.
Set HR mailto System properties [sys_properties] Sets the email address specified in the Configuration module when the user selects Email HR on the HR Portal.
Set user fields HR Case [hr_case] Sets the Opened for value on an hr_case record when the record is inserted or updated.
Start HR User Acceptance timer HR Case [hr_case] Starts the timer when an HR case is resolved. The user is notified to accept the resolution and close the case. With no user response, the case is automatically closed when the time ends.
#Synchronize fields to hr_profile User [sys_user] Synchronizes fields between associated hr_profile and sys_user records on update of the sys_user record.
#Synchronize fields to sys_user HR Profile [hr_profile] Synchronizes fields between associated sys_user and hr_profile records on update of the hr_profile record.
Update durations HR Case [hr_case] Sets the Duration value on hr_case records when the case becomes inactive (when Active changes to false on record inserted or updated).
#Update HR Case percent complete Task [task] Updates the task percent complete for an HR case based on the state of associated HR tasks.
Update hr_case when hr_task changes HR Task [hr_task] Updates Additional comments and Work notes fields on the associated hr_case record when an hr_task record is created or updated.
Update name field HR Profile [hr_profile] Updates the Name value on an hr_profile record if the First name or Last name value changes when a record is inserted or updated.
#Validate end date is after start date HR Profile [hr_profile] Validates that Employment end date is after Employment start date when any of the two values changes when an hr_profile record is inserted or updated.
#Validate opened_for against hr_profile HR Case [hr_case] Updates the Opened for value on hr_case records when State is not Requested and the record is updated.
ValidateChanges HR Task [hr_task] Ensures that changes are valid.
#Verify Work Notes HR Case [hr_case] Requires that work notes are entered when the HR case state changes.
#Verify Work Notes HR Task [hr_task] Requires that work notes are entered when the HR task state changes.