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Configure an HR task template

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Configure an HR task template

Create or modify an HR task template to automatically populate fields on the HR task form when that task is generated. You can configure an HR task template for an HR service or lifecycle event activity.

Before you begin

Role required: sn_hr_core.admin

Procedure

  1. Choose one of the following:
    OptionDescription
    HR service activity
    1. Navigate to HR Administration > HR Services > HR Service Configuration, and open the HR service.
      Note: Make sure Fulfillment type is set to Service Activity.
    2. In the Service Activities list at the bottom of the HR service form, open the service activity.
      Note: Make sure Activity type is set to Task.
    3. In the Child task template field, click the Lookup icon.
    (Enterprise Onboarding and Transitions only) Lifecycle event activity
    1. Navigate to Lifecycle Events > Administration > Activities, and open the lifecycle event activity.
      Note: Make sure Activity type is set to Employee or Fulfiller. For fulfiller types, make sure Fulfiller activity is set to HR Task.
    2. In the HR task template field, click the Lookup icon.
  2. Click New or open a record.
  3. Fill in the fields on the form, as appropriate.
    Table 1. HR Task Template form
    Field Description
    Name Name of the HR task template.
    Active Check box to activate the HR task template for use.
    Owning group Group that is responsible for the HR task template.
    Short Description Short description that appears on the HR task form when the task is generated.
    Optional Check box to make the HR task optional.
    HR task type Type of the HR task. Select one of the following:
    HR Service In the HR Service field, select an HR service.
    Submit Catalog Item In the Catalog Item field, select a catalog item.
    Submit Order Guide In the Order Guide field, select an order guide.
    Checklist In the Checklist Items field, provide the checklist items.
    Credential In the Acknowledgement document field, select a document.
    E-Signature In the Acknowledgement document field, select a document.
    Mark When Complete Notify the user a Completed button appears on the HR Service Portal. Use the Short description field to provide details about this task.
    Note: Mark When Complete changes the state of the task to Closed Complete.
    Sign Document Requests the subject person to edit or sign a document. An example is sending an education agreement to be signed for tuition reimbursement.
    Take Survey In the Survey field, select a survey that the user is assigned to take.
    Upload Documents Requests the person assigned to the task to upload documents. Examples are receipts, course registration, or transcripts for tuition reimbursement. Use the Short description field to provide instructions.
    Note: The task must be in Ready or Work in Progress.
    URL In the URL field, provide a URL that the user acknowledges when accessed.
    View Video In the URL field, provide a video URL that the user is requested to view.
    Assignment type Assignment of the HR task when the task is generated. You can assign the HR task to the employee or fulfiller. Select one of the following:
    Employee Select one of the following:
    • Parent case subject person: Assign the task to the subject person of the parent case.
    • Parent case opened for: Assign the task to the opened for person on the parent case.
    • User from case: Assign the task to a user from the case.
    • Named user: Assign the task to a specific user.
    Fulfiller Select one of the following:
    • Parent case assigned to: Assign the task to the person the parent case is assigned to.
    • Named user: Assign the task to a specific user
    • User from case: Assign the task to a user from the case.
    • Skills/Assignment group: Select the skills and group you want assigned to the task.
    Due date Due date of the HR task. Select one of the following:
    • Based on task assignment date
    • Based on parent case table
    State State of the HR task when the task is generated. Select one of the following:
    • Draft
    • Ready
    • Work in Progress
    • Closed Complete
    • Closed Incomplete
    • Cancelled
    • Skipped
    Task support team Task support team for the HR task. Select one of the following:
    None No task support team.
    Users and groups Select users from the parent case or HR groups as the task support team for the HR task.
    Queue Select a chat queue as the task support team for the HR task.
    Add field Fields to automatically populate on the HR task form when the task is generated. Select one or more fields from the Add field list and provide the desired values.
  4. Click Submit or Update.
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