Create or modify lifecycle events activities

Activities create cases, requests, or employee tasks that are a child of a Lifecycle Event case.

Before you begin

Roles required: Lifecycle Activity Writer [sn_hr_le.activity_writer].

About this task

The type of activity is configurable, cross multiple functional teams, and can be fulfiller or employee based.

Activities are part of an activity set and activity sets make up a lifecycle event.

Activities are associated with HR services and define tasks assigned to HR, a new hire, hiring manager, IT, facilities, or any licensed application. With Manage Activities, you can:
  • Include multiple activities inside an activity set.
  • Associate activities with different activity sets.
  • Target activities to specific users using HR criteria and helps personalize the workflow for the subject person.

Procedure

  1. Navigate to Lifecycle Events > Administration > Manage Activities.
  2. Click New or on an existing activity to modify it.
    OptionDescription
    Title Enter or modify the title of the activity.
    Note: Use titles that easily correspond to an HR service.
    Activity type Enter or modify the activity type:
    • Employee: Activity is for an employee.
    • Fulfiller: Activity is for an agent in any department (HR, IT, Facilities, and so on).
      Note: When Fulfiller is selected and Fulfiller activity is selected as HR Service, the HR Service field displays.
    HR task template HR tasks are tasks assigned to an employee to complete. When Employee is selected from Activity type, use HR task templates to assign a task to the employee.

    This field displays when Employee is selected from the Activity type field. Or, when Fulfiller is selected from the Activity type field and HR Task is selected from the Fulfiller activity field.

    Note: mapping fields are not allowed on tasks.
    Refer to Add or modify an HR task.
    Fulfiller activity Defines what the activity creates. This field only displays when Fulfiller is selected from the Activity type field.
    • Automated Order Guide
    • Catalog Item
    • HR Service
    • HR Task
    • Incident (Displays when licensed for Facilities Service Management)

    Refer to Create or modify Lifecycle Events fulfiller activity configurations.

    Order guide This field only displays when Automated Order Guide is selected from the Fulfiller activity field.

    Edit the existing order guide or click New to create one. Refer to Create an order guide.

    Catalog Item This field only displays when Catalog Item is selected from the Fulfiller activity field.

    Edit the existing catalog item or click New to create one. Refer to Add a catalog item.

    HR service This field only displays when Fulfiller is selected from the Activity type field and HR Service is selected from the Fulfiller activity field.

    Select or modify the HR service associated with the activity. Refer to Create or modify HR services.

    Template This field only displays when Fulfiller is selected from the Activity type field and Incident is selected from the Fulfiller activity field.

    Select or modify the template associated with the activity. Refer to Templates.

    Active Check to make the activity active and available.
    Owning group Select the group responsible for this activity. Refer to Create or modify Lifecycle Events owner groups.
    Note: Only members of this group can select and edit this activity. Lifecycle Event Admin [sn_hr_le.admin] can also select and edit the activity.
    Activity set Select or modify the activity set the activity belongs to. Activity sets are a way to group activities. For example, Complete I9 Form is an activity that belongs to the Pre-boarding activity set.
    HR criteria The HR criteria 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. Refer to Create or modify HR Criteria.
    Description Enter a description of the activity.
  3. Click Save to save your data and remain on the Activity form. Click Update to save your data and return to the Activities list.
    For fulfiller activity types, the Activity Field Mappings section displays. This section is where you can map fields from the parent case to the case on the task that is created from the activity. Refer to Create or modify Lifecycle Events activity field mappings.