Create or modify a matching rule

You can add or modify a matching rule to assign HR cases to specific users or groups.

Before you begin

Role required: sn_hr_core.admin

Procedure

  1. Navigate to HR Administration > Assignment Rules > HR Matching Rules.
  2. Complete or edit the form.
    Table 1. Assignment Rules form
    Field Description
    Name Descriptive name for the HR matching rule.
    Execution Order Order in which the rule processes. Rules with lower-order numbers are processed first. If a rule is applied, the rules with a higher-order number are not processed.

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

    Matching 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.

    Application Indicates core application scope the assignment rule applies to.
    Active Check box that specifies the rule is in use.
    Applies To
    Table Table with the records that the assignment rule applies to. Default is the HR Task [hr_task] table.
    Conditions Conditions in which the assignment rule applies.
    Assign To
    Applies To User to assign to the case when this rule is applied.
    Assign To Group to assign to the case when this rule is applied.
    Script
    Script Script to define advanced assignment rule functionality. 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.
  3. Submit the HR case.
  4. Reopen the case and check that the correct assignment information was added.