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Select a lifecycle event for Mobile Onboarding

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Select a lifecycle event for Mobile Onboarding

Select the lifecycle event that you want to use with the Mobile Onboarding app. When an onboarding case for that event type is created, the new hire completes the to-dos that are associated with that case. You must also make sure that the Display activity sets to subject person option is selected, as well as the Show case to subject person option on the corresponding HR service.

Before you begin

A lifecycle event administrator must have set up the lifecycle event and the corresponding HR service you want to use with the Mobile Onboarding app. See Lifecycle event configuration for more information.

Role required: sn_hr_le.admin

Procedure

  1. Select the lifecycle event you want to use with the Mobile Onboarding app. Also make sure that the Display activity sets to subject person option is selected.
    1. Navigate to Lifecycle Events > Administration > Manage Lifecycle Events.
    2. Open the lifecycle event record.
      Note: A preconfigured lifecycle event named New Hire Onboarding is available to use.
    3. On the Lifecycle Event form, set the Event type field to Onboarding.
      Set the Event type field to Onboarding.
    4. Make sure that the Display activity sets to subject person option is selected.
      Select the Display activity sets to subject person option.
  2. On the corresponding HR service form, make sure that the Show case to subject person option is selected.
    1. Navigate to HR Administration > HR Services > HR Service Configuration.
    2. Open the corresponding HR service record.
      Note: A preconfigured HR service named New Hire Onboarding is available to use.
    3. Make sure that the Show case to subject person option is selected.
      Select the Show case to subject person option.
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