Create or modify lifecycle event activity sets

Activity sets contain activities that are a part of a life-cycle event. You can combine multiple event activities in one activity set and configure the set to trigger according to methods you apply.

Before you begin

Role required: Lifecycle Activity Set Manager [sn_hr_le.activity_set_manager].

About this task

Activity sets act as containers for a group of activities and determines when the activities trigger during a lifecycle event.

You control when each activity or activity set triggers. Triggers determine the timing of when HR agents are assigned to and work the associated cases and tasks that make up an activity or activity set.

Procedure

  1. Navigate to Lifecycle Events > Administration > Manage Activity Sets.
  2. Click New or on an existing activity set to modify it.
    OptionDescription
    Title Enter or modify the title of the activity set.
    Description Enter or modify the description of the activity set.
    Active Check to make the activity set active and available.
    Note: This field is only editable by the Activity Set Manager [activity_set_manager] role and above.
    Lifecycle event type Enter or modify the Lifecycle Event Type that the activity set belongs to.

    Activity sets can be grouped. For example, the Onboarding Lifecycle Event Type can contain multiple activity sets.

    Lifecycle Event Types are linked to HR Services and ensure that activities in an Activity Set are associated with an HR case.

    Refer to Create or modify lifecycle event types.
    Display order Enter a numeric value to indicate the order the activity set appears within a life-cycle event type. For example, Offer Generation is the first activity set in the Onboarding life-cycle event type.
    Note:

    Use increments of 100 when determining the order. This method enables easier edits. For example, if you number your links 1, 2, 3, 4, 5 and want to place a new link at 2, you will have to renumber 3, 4, and 5. Using increments of 100 enables you to place new activity sets without having to renumber later links.

    The numbering determines the display order for the HR Service Portal only. The order has no impact on when an activity set triggers.

    Trigger type Select or modify a method to trigger the activity set:
    • Immediate - Activity set triggers when the case is created.
    • Date - Activity set triggers before, on, or after a specific date. Additional fields display when this trigger is selected.
    • Other Activity Sets - Activity set triggers after one or more activity sets has completed.
    • Advanced - Activity set triggers according to the Trigger script.
    Trigger table Displays when Date is selected as the Trigger type. Select a table that determines the date field that can be used as a trigger.
    • Case tables: From parent life-cycle event case.
    • HR profile: Profile of subject person from parent life-cycle event case.
    Trigger field Displays when Date is selected as the Trigger type. The date fields that display depend on the table selected in the Trigger table field.

    Select the type of date to trigger the activity set.

    Date offset type Displays when Date is selected as the Trigger type.
    Select when the activity set should trigger:
    • None - Trigger on the date (Trigger field).
    • Before - Trigger before the date (Trigger field).
    • After - Trigger after the date (Trigger field).
    Date offset quantity Displays when Date is selected as the Trigger type and Before or After are selected for the Date offset type.

    Enter a quantity for offset.

    Date offset units Displays when Date is selected as the Trigger type.
    Select the unit of time used to offset the date selected in the Trigger field. For example:
    • Trigger field = Actual start
    • Date offset type = Before
    • Date offset quantity = 5
    • Date offset units = Days

      The activity set triggers five days before the actual start date.

    Activity set dependencies Displays when Other Activity Sets is selected as the Trigger type.
    Select the activity set that must complete before this activity set can start.
    Note: This feature can only be used if the dependent activity sets belong to the same Activity Set group. Refer to Create or modify lifecycle event types.
    Trigger script Displays when Advanced is selected as the Trigger type.
    Enter a script that determines when the activity set triggers. There are two examples provided as default scripts.
    • parentCase: Reference to parent life-cycle event case.
    • hrTriggerUtil: Allows checking of other activity sets or dates from other types of triggers.

  3. Click Save.
    The Activities section displays a list of activities associated with the activity set. Refer to Create or modify lifecycle events activities.
  4. Click New to add an activity to the activity set or click an activity to modify it. To remove an activity from the activity set, check the box next to the activity and click Delete from the Actions on selected rows.
  5. Click Update.
    When life-cycle event dates change after a case has been created, activity sets with triggers tied to that date also change. This change only applies to active activity sets that have not yet triggered. Or, when a new HR case that is part of an activity set is created. After the initial activity set has triggered, the new HR case does not affect the dependencies on other activity sets.