Use the Jobs table to create lifecycle event cases where you can specify which job
the case pertains to. For example, say that you have an intern that is being transferred to
a full-time position. The intern has two associated job records. When an onboarding case for
the full-time position is created, the case is associated with the full-time job record,
ensuring that downstream activity sets and activities are triggered based on information
from that relevant job record.
Role required: sn_hr_core.admin
Beginning in the New York release, you can use the
new Jobs (sn_hr_core_job) table to store multiple job records per user and capture the
job history of users within your organization. See Capturing multiple job records for a user for more information.
-
If you are using an integration to pull HR profiles from a third-party system,
configure your integration to pull jobs information into the Jobs
(sn_hr_core_job) table.
-
For HR case creation, associate the subject person's job to the HR case with
the subject_person_job field.
For example, for the preconfigured New Hire Onboarding lifecycle event, the
Create HR Case if Start Date is Future business rule
for the Jobs table is configured to automatically create onboarding cases for
users with a future job start date. When the rule creates the onboarding case,
it uses the
subject_person_job field to specify which job
the user is being onboarded for.
Note: If you use the Jobs table, make sure to
disable the Create HR Case if Start Date is Future
business rule for the HR Profile table.
-
For the lifecycle event, make sure that the relevant activity sets are
triggered by the subject person's job by updating the Trigger
field value to subject_person_job.
For example, the Day 1 activity set in the preconfigured New Hire
Onboarding lifecycle event is triggered by the subject person's job start
date.
-
If you are not using a third-party integration and need to configure the switch
of a primary job, you can use the preconfigured Switch primary
job subflow to switch the subject person's primary job through a
lifecycle event activity.
For example, you can create a lifecycle event activity to switch the
primary job of the subject person from the old to the new job by setting the
Activity type value to
Flow
and the
Flow value to
Switch primary
job.
