Create or modify HR Criteria

HR criteria defines the audience for HR content or cases. You can make information available to or create an HR case for specific groups, individuals, or to all employees.

Before you begin

Role required: sn_hr.core_admin

About this task

For Lifecycle Events, activities have associated HR criteria that determines when to trigger an activity for the subject person selected on the Lifecycle event case. This step helps to personalize the workflow for the subject person.
Note: For HR Catalog Items (record producers), ensure Use "User Criteria" to define access to catalog items and categories is set to Yes under Service Catalog > Catalog Administration > Properties. Verify this field is checked Yes.

Procedure

  1. Navigate to HR Administration > HR Criteria.
  2. Click New.
    OptionDescription
    Name Enter a name identifying the HR criteria.
    Table Click and select the table the condition is to filter on.
    For example, to filter on a role, select User Role [sys_user_has_role].
    Note: When used for bulk HR cases, the Table and User Column must be entered.
    Active Check to activate the HR criteria.
    User Column Together with the Table field, filters users for bulk case creation.

    For example,

    Description Enter a description for the HR criteria.
  3. Click Save from the Content menu to remain on the HR Criteria form. The Conditions section displays.

  4. Click New to create conditions.
    OptionDescription
    Name Enter a name that describes the condition.
    Table Click and select the table the condition is to filter on.

    For example, to filter on a role, select User Role [sys_user_has_role].

    Active Check to activate the HR condition.
    User Column  
    Condition Add conditions to specify the fields and values that create the filter and based on the table selected.
    For example, to create a condition to display the link for new hires, select Role from choose field, is, and sn_hr_core.hrsm_new_hire.
    Note: It is required to add a filter condition: user, is (dynamic), Me. This filter prevents placing the HR link for every user in your company.
  5. Click Submit. The HR Criteria form displays.