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    • HR Service Delivery
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    Home Orlando HR Service Delivery HR Service Delivery Enterprise Onboarding and Transitions Lifecycle event administration Lifecycle event configuration Build a lifecycle event Configure a lifecycle event activity set

    Configure a lifecycle event activity set

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    Configure a lifecycle event activity set

    Create or modify a lifecycle event activity set to define a container for a group of activities. Activity sets represent different stages in the lifecycle event process, and you must define when the activity set is triggered, such as immediately upon creation of the lifecycle event case or after the completion of another activity set. Each activity set is associated with a single lifecycle event.

    Before you begin

    Role required: sn_hr_le.admin or sn_hr_le.activity_set_manager

    Procedure

    1. Navigate to Lifecycle Events > Administration > Manage Lifecycle Events, and open a record.
    2. Click the Activity Sets tab to access the lifecycle event builder.
    3. Create a new or modify an existing activity set.
      • To create a new activity set, click New Activity Set.
      • To modify an existing activity set, hover over the activity set and click Edit Activity Set.
      Use the lifecycle event builder to create new or modify existing activity sets.
    4. Fill in the fields on the form.
      Table 1. Activity Set form
      Field Description
      Title Name of the lifecycle event activity set.
      Display title Display title of the activity set. The display title is employee-facing only, and appears on the activity sets timeline on the HR ticket page in both portal and mobile. For example, an employee-facing title for the preboarding activity set could be "Get ready for day one." If no display title is provided, the default activity set name will be used instead.
      Description Description of the lifecycle event activity set.
      Active Option to activate the lifecycle event activity set for use.
      Display order Order number for when the activity set appears in the lifecycle event builder and in the activity sets timeline on the HR ticket page.
      Note:
      • The order number has no relation to when the activity set is triggered.
      • If no order number is provided, then the activity set will appear after all of the numbered activity sets.
      • The HR ticket page is where users can view the details of an HR case in the Employee Service Center. See HR ticket page for more information.
      Display to opened for Option to show or hide the activity set to the opened for person of the lifecycle event case. If selected, the activity set will appear in the activity sets timeline on the HR ticket page in both portal and mobile.
      Note: If not selected, the activity set will not appear in the activity sets timeline. Any associated to-dos assigned to the opened for and subject person will still appear on the HR ticket page. However, to-dos that are assigned to anyone else will be hidden.
      Display to subject person Option to show or hide the activity set to the subject person of the lifecycle event case. If selected, the activity set will appear in the activity sets timeline on the HR ticket page in both portal and mobile. This is a three-part process. In addition to selecting the check box here, you must also:
      • Select Display activity sets to the subject person for the lifecycle event type. See Build a lifecycle event for more information.
      • Select Show case to subject person for the HR service that the lifecycle event is associated with. See Configure an HR service for more information.
      Note: If not selected, the activity set will not appear in the activity sets timeline. Any associated to-dos assigned to the subject person will still appear on the HR ticket page. However, to-dos that are not assigned to the subject person will be hidden.
    5. In the Activity Set Trigger Condition section, set the trigger condition for the activity set.
      Trigger condition Description
      Immediate Activity set triggers upon creation of the lifecycle event case.
      Date Activity set triggers before, on, or after the specified date.
      Note: If the date for the activity set is updated, then the change will apply only to open HR cases with active activity sets that have not yet triggered.
      Trigger table Select an HR case or profile table.
      Trigger field Select a date field.
      Ignore empty date Option to not trigger the activity set when the date field is empty. If selected, the activity set will not trigger when the date field does not have a value.
      Date offset type Select the date offset type:
      • None
      • Before
      • After
      Date offset quantity Provide an offset quantity. This field is available when Before or After is selected from Date offset type.
      Date offset units Provide a unit of measure of days, weeks, or months. This field is available when Before or After is selected from Date offset type.
      Other Activity Sets Activity set triggers after the completion of one or more activity sets.
      Activity set dependencies Select one or more activity sets that must complete before the activity set triggers.
      Advanced Activity set triggers per the provided script.
      Trigger script Provide a custom script to determine when the activity set triggers.

      There are two variables in the scripts:

      • parentCase: Reference to parent lifecycle event case.
      • hrTriggerUtil: Allows checking of other activity sets or dates from other types of triggers.

      The Activity Set Launcher workflow runs every four hours to verify these conditions. See Lifecycle event workflows.

      Condition Activity set triggers per the specified conditions.
      Condition table Select an HR case or HR profile table.
      Condition Use the condition builder to define the conditions that must be met for the activity set to trigger.
      Combination Activity set triggers based on a combination of a specified date, other activity sets, and/or conditions.
      Combination type Select when the activity set triggers:
      • And: Activity set triggers only when all of the specified triggers are met.
      • Or: Activity set triggers when any of the specified triggers are met.
      Date You can specify a date as part of the combination trigger type.
      Other Activity Sets You can select one or more activity sets that must complete as part of the combination trigger type.
      Condition You can use the condition builder to define the conditions that must be met as part of the combination trigger type.
    6. Click Submit or Update.

    Example: Advanced trigger script

    • Trigger type = advanced.
    • The new hire (Subject Person) has an assigned manager.
    • The start date for the new hire has been reached (cannot be empty).
    • Two specific activity sets have completed.
    Example of Lifecycle Event advanced trigger script.

    Replace the sys_ids in the example with your activity set sys_ids. From your activity set, click the Form Context Menu icon and select Copy sys_id.

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      Configure a lifecycle event activity set

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      Configure a lifecycle event activity set

      Create or modify a lifecycle event activity set to define a container for a group of activities. Activity sets represent different stages in the lifecycle event process, and you must define when the activity set is triggered, such as immediately upon creation of the lifecycle event case or after the completion of another activity set. Each activity set is associated with a single lifecycle event.

      Before you begin

      Role required: sn_hr_le.admin or sn_hr_le.activity_set_manager

      Procedure

      1. Navigate to Lifecycle Events > Administration > Manage Lifecycle Events, and open a record.
      2. Click the Activity Sets tab to access the lifecycle event builder.
      3. Create a new or modify an existing activity set.
        • To create a new activity set, click New Activity Set.
        • To modify an existing activity set, hover over the activity set and click Edit Activity Set.
        Use the lifecycle event builder to create new or modify existing activity sets.
      4. Fill in the fields on the form.
        Table 1. Activity Set form
        Field Description
        Title Name of the lifecycle event activity set.
        Display title Display title of the activity set. The display title is employee-facing only, and appears on the activity sets timeline on the HR ticket page in both portal and mobile. For example, an employee-facing title for the preboarding activity set could be "Get ready for day one." If no display title is provided, the default activity set name will be used instead.
        Description Description of the lifecycle event activity set.
        Active Option to activate the lifecycle event activity set for use.
        Display order Order number for when the activity set appears in the lifecycle event builder and in the activity sets timeline on the HR ticket page.
        Note:
        • The order number has no relation to when the activity set is triggered.
        • If no order number is provided, then the activity set will appear after all of the numbered activity sets.
        • The HR ticket page is where users can view the details of an HR case in the Employee Service Center. See HR ticket page for more information.
        Display to opened for Option to show or hide the activity set to the opened for person of the lifecycle event case. If selected, the activity set will appear in the activity sets timeline on the HR ticket page in both portal and mobile.
        Note: If not selected, the activity set will not appear in the activity sets timeline. Any associated to-dos assigned to the opened for and subject person will still appear on the HR ticket page. However, to-dos that are assigned to anyone else will be hidden.
        Display to subject person Option to show or hide the activity set to the subject person of the lifecycle event case. If selected, the activity set will appear in the activity sets timeline on the HR ticket page in both portal and mobile. This is a three-part process. In addition to selecting the check box here, you must also:
        • Select Display activity sets to the subject person for the lifecycle event type. See Build a lifecycle event for more information.
        • Select Show case to subject person for the HR service that the lifecycle event is associated with. See Configure an HR service for more information.
        Note: If not selected, the activity set will not appear in the activity sets timeline. Any associated to-dos assigned to the subject person will still appear on the HR ticket page. However, to-dos that are not assigned to the subject person will be hidden.
      5. In the Activity Set Trigger Condition section, set the trigger condition for the activity set.
        Trigger condition Description
        Immediate Activity set triggers upon creation of the lifecycle event case.
        Date Activity set triggers before, on, or after the specified date.
        Note: If the date for the activity set is updated, then the change will apply only to open HR cases with active activity sets that have not yet triggered.
        Trigger table Select an HR case or profile table.
        Trigger field Select a date field.
        Ignore empty date Option to not trigger the activity set when the date field is empty. If selected, the activity set will not trigger when the date field does not have a value.
        Date offset type Select the date offset type:
        • None
        • Before
        • After
        Date offset quantity Provide an offset quantity. This field is available when Before or After is selected from Date offset type.
        Date offset units Provide a unit of measure of days, weeks, or months. This field is available when Before or After is selected from Date offset type.
        Other Activity Sets Activity set triggers after the completion of one or more activity sets.
        Activity set dependencies Select one or more activity sets that must complete before the activity set triggers.
        Advanced Activity set triggers per the provided script.
        Trigger script Provide a custom script to determine when the activity set triggers.

        There are two variables in the scripts:

        • parentCase: Reference to parent lifecycle event case.
        • hrTriggerUtil: Allows checking of other activity sets or dates from other types of triggers.

        The Activity Set Launcher workflow runs every four hours to verify these conditions. See Lifecycle event workflows.

        Condition Activity set triggers per the specified conditions.
        Condition table Select an HR case or HR profile table.
        Condition Use the condition builder to define the conditions that must be met for the activity set to trigger.
        Combination Activity set triggers based on a combination of a specified date, other activity sets, and/or conditions.
        Combination type Select when the activity set triggers:
        • And: Activity set triggers only when all of the specified triggers are met.
        • Or: Activity set triggers when any of the specified triggers are met.
        Date You can specify a date as part of the combination trigger type.
        Other Activity Sets You can select one or more activity sets that must complete as part of the combination trigger type.
        Condition You can use the condition builder to define the conditions that must be met as part of the combination trigger type.
      6. Click Submit or Update.

      Example: Advanced trigger script

      • Trigger type = advanced.
      • The new hire (Subject Person) has an assigned manager.
      • The start date for the new hire has been reached (cannot be empty).
      • Two specific activity sets have completed.
      Example of Lifecycle Event advanced trigger script.

      Replace the sys_ids in the example with your activity set sys_ids. From your activity set, click the Form Context Menu icon and select Copy sys_id.

      Tags:

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