Lifecycle Events use case

This use case illustrates how HR and Facilities agents and their associated roles interact and work together to create life-cycle event cases.

Roles control access to features and capabilities for life-cycle events. Refer to Lifecycle Events Roles.

The following is a use case for onboarding a new employee. The diagram provides:
  • The name of each role and what is required to onboard a new employee.
  • The process for HR and Facilities agents.

Lifecycle event process

The process for an onboarding lifecycle event is:
  • A hiring manager or HR agent creates a request for onboarding a new employee.
    • An HR case is created.
    • An HR profile is created for the onboarded employee.
    • Access to the HR Service Portal is granted with limited permissions.
  • Pre-hire is the first activity set that triggers. This activity is set to trigger when the onboarding case is created.
  • A background check and drug screening are the activities within Pre-hire activity set that creates child cases under the onboarding case.
    • Activities are assigned to an agent or the onboarded employee to complete.
  • Each subsequent activity set triggers by the completion of a previous activity set, date, or by a custom script. Activity sets can overlap or run in parallel.
  • The onboarding case is closed when all activities have been completed.
    Note: Some or all activities within an activity set are not applicable and do not initiate.
Note: For IT and Facility requests, the same steps outlined for the Lifecycle Activity Writer can be applied.