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Configuring Enterprise Onboarding and Transitions

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Configuring Enterprise Onboarding and Transitions

Lifecycle events are stages in the career of an employee that include onboarding, new hire orientation, career planning, career development, promotions, and offboarding. HR, IT, and Facilities, as well as other departments can participate at different stages and have visibility at each stage.

Lifecycle Event

A lifecycle event is a collection of activity sets. Each activity set has a collection of activities. Grouping activities and activity sets provide flexibility in determining when events are triggered and how they are assigned.

Note: Onboarding is used as an example of a Lifecycle Event.

Watch this six-minute video for a demonstration of lifecycle event configuration:

Lifecycle Event chart of components.

Activity Sets

Activity sets are containers for activities.

Activity sets determine when the activities within it should be triggered. Each activity set must trigger and be completed in order for the Lifecycle Event case to be closed.
Note: Pre-hire, Pre-boarding, and Day 1 are examples of Activity Sets.
Chart of Activity Set within a Lifecycle Event.


Activities are tasks assigned to employees or a case assigned to a fulfiller or agent to complete.

Activities have associated criteria that determines when it should be included for the subject person of a case.
Note: The activities listed are examples.
Chart of Activities for a Lifecycle Event.

Lifecycle Events setup

Setting up a life-cycle event involves these processes:
  • Create a life-cycle event type.
    • Onboarding is provided as an example.
  • Create an activity set.
    • Act as containers for a group of activities.
    • Determines when the activities trigger during a lifecycle event.
  • Create activities.
    • Create HR Task Templates (for employee activities).
    • Manage Activity Configuration (for fulfiller activities).
    • Create catalog items, order guides, and templates (for fulfiller activities).
    • Create Owning Groups.
    • Create HR Criteria.
    • Activities are associated with HR criteria to determine when it is triggered for the subject person selected for the lifecycle event case. This step helps to personalize the workflow for the subject person.
  • Create HR Services (associate Lifecycle Event Type with HR Service).