Configure a lifecycle event activity that is an approval. Approvals create a to-do for the specified approvers to approve or reject.

1. On the Activity form, set the Activity type field to Approval.
2. Fill in the fields on the form, as appropriate.

   Table 1. Activity form

   Field	Description
   Title	Name of the lifecycle event activity.
   Description	Description of the lifecycle event activity.
   Activity type	Set the value to Approval.
   Active	Option to activate the activity for use.
   Owning group	Owning group that the activity is associated with. Note: Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event. To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
   Activity set	Activity set that the activity is associated with.
   Audience	Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records. The subject person of the lifecycle event case must meet the conditions or criteria of all audience records for the activity to trigger in the case. If no audience record is selected, then the activity will always trigger for the case. Note: Audience records define the conditions or criteria that a user must meet. To learn more, see Configure an audience record.

3. In the Approvers related list, define the approvers for the lifecycle event activity.

   Field	Description
   Approver groups	Groups to approve the activity.
   Approver users	Users to approve the activity.
   Approvers from case	User from the lifecycle event case to approve the activity.

4. In the Approval Options related list, set how the activity is approved.

   Field	Description
   Wait for	Select one of the following actions for when an approval is completed:
   	Anyone to approve	Only one person is required to approve the HR activity.
   	Everyone to approve	Everyone assigned to the HR activity is required to approve it. If one person rejects, the Assigned to person receives a message with a link to select a substitute approver.
   	First response from anyone	The first person to respond (approve or reject) to the activity determines the state.
   On rejection	Select one of the following actions for when an approval is rejected:
   	Allow resubmit of approvals:	An HR agent can resubmit for approval. The Assigned to person receives a message on the case with a link to resubmit approval requests. All approvers are resubmitted the approval request.
   	Close incomplete	When the HR service is rejected, change the State of the case or task to Closed and Incomplete.
   Missing any approver	Select one of the following actions for when any approver is missing:
   	Select replacements	When an approver is missing, the Assigned to person can select a replacement. If the activity is configured to have the Opened for Manager to approve, but the Opened for person has no manager assigned, the activity has a missing approver. If Select replacements is selected in the Missing any approver field, the Assigned to person receives a message with a link to select a substitute approver.
   	Skip missing	Bypass any missing approver and continue.
   	Close incomplete	Change the state of the case or task to Closed Incomplete when there is a missing approver.
   Missing all approvers	Select one of the following actions for when all approvers are missing:
   	Select replacements	When all approvers are missing, the Assigned to person can select replacements. If the activity is configured to have the Opened for Manager to approve, but the Opened for person has no manager assigned, the activity has a missing approver. If Select replacements is selected in the Missing any approver field, the Assigned to person receives a message with a link to select a substitute approver.
   	Close incomplete	Change the state of the case or task to Closed and Incomplete when all approvers are missing.

5. Click Submit or Update.

Configure a lifecycle event activity that is a task for an employee. Employee tasks are assigned to the subject person of the lifecycle event case.

1. On the Activity form, set the Activity type field to Employee.
2. Fill in the fields on the form, as appropriate.

   Table 2. Activity form

   Field	Description
   Title	Name of the lifecycle event activity.
   Description	Description of the lifecycle event activity.
   Activity type	Set the value to Employee.
   HR task template	HR task template to use with the activity. Note: An HR task template automatically populates fields on the HR task form when the task is generated. See Configure an HR task template for more information.
   Wait for generated task to complete	Option to wait for the generated task to complete before the activity closes. This field appears when you select one of the following task types in the HR task template form. If selected: HR Service: Completion of the HR task results in the creation of an HR case. The HR case must complete in order for the activity to close. Submit Catalog Item: Completion of the HR task results in the creation of a request. The request must complete in order for the activity to close. Submit Order Guide: Completion of the HR task results in the creation of an IT request. The IT request must complete in order for the activity to close. Note: The condition for closure depends on the activity type, and can be modified. If selected, the change applies only to new lifecycle event cases. Activities in existing cases will not wait for the generated task to complete before the activity closes.
   Active	Option to activate the activity for use.
   Owning group	Owning group that the activity is associated with. Note: Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event. To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
   Activity set	Activity set that the activity is associated with.
   Use badge from HR service configuration	(If for the associated HR task template, the HR task type value is HR service) Option to use the badge that is associated with the parent HR service.
   Badge	Badge that the fulfiller activity type is associated with. Note: Badges display on the portal to indicate to the employee which department is fulfilling that activity. See Configure an HR badge for more information.
   Audience	Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records. The subject person of the lifecycle event case must meet the conditions or criteria of all audience records for the activity to trigger in the case. If no audience record is selected, then the activity will always trigger for the case. Note: Audience records define the conditions or criteria that a user must meet. To learn more, see Configure an audience record.

3. Click Save.
4. (If for the associated HR task template, the HR task type value is HR service, Submit catalog item, or Submit order guide) In the Activity Field Mappings section, you can map fields from the parent lifecycle event case to the appropriate variables on the child activity that is generated when the employee activity is triggered.
   1. Click New or open a record.
   2. Fill in the fields on the form.

      Table 3. Activity Field Mapping form

      Field	Description
      Activity	This field is automatically set to the name of the associated lifecycle event activity.
      Map from table	Source table that the activity field is mapped from. This field is automatically set to the name of the HR case table that the parent lifecycle event case is associated with.
      Map from	Map from type. Select one of the following:
      	Field	Map from a field. In the Map from field field, select the field in the source table that the activity field is mapped from. Note: Make sure that the data type of the field being mapped from is the same as the data type of the field being mapped to.
      	Custom text	Map from custom text. In the Custom Text field, provide a string value. Custom text can be static or include variables that are pulled from the source table. For example, you can provide a short description for an IT request, such as, "Provide laptop for new hire: ${subject_person}."
      Map to variable	Variable that the activity field is mapped to. Note: Make sure that the data type of the field being mapped from is the same as the data type of the field being mapped to.

   3. Click Submit or Update.
   4. Repeat the process as needed.
5. Click Update.

Configure a lifecycle event activity that is for a fulfiller. Fulfiller activities are assigned to an agent or fulfiller in a department such as HR, IT, or Facilities.

1. On the Activity form, set the Activity type field to Fulfiller.
2. Fill in the fields on the form, as appropriate.

   Table 4. Activity form

   Field	Description
   Title	Name of the lifecycle event activity.
   Description	Description of the lifecycle event activity.
   Activity type	Set the value to Fulfiller.
   Fulfiller activity	Select one of the following fulfiller activity types: Note: You can control the different fulfiller activity types that appear here. See Configure an activity configuration for a lifecycle event for more information.
   	Automated Order Guide	(Lifecycle Events for Enterprise only) An order guide fulfills the activity. In the Order guide field, select the order guide to use. Note: An order guide submits a single service catalog request that generates several items. See Order guides for more information.
   	Catalog Item	(Lifecycle Events for Enterprise only) A catalog item fulfills the activity. In the Catalog item field, select the catalog item to use. Note: A catalog item is a good or service. See Service catalog items for more information.
   	Flow	A flow fulfills the activity. In the Flow field, select the flow to use. Note: A flow automates a process with a sequence of reusable actions. See Flow designer for more information.
   	HR Service	An HR service fulfills the activity. In the HR service field, select the HR service to use. Note: HR services are the requests and assistance an HR organization provides its employees. See HR services for more information.
   	HR Task	An HR task fulfills the activity. In the HR task template field, select the HR task template to use. Note: An HR task template automatically populates fields on the HR task form when the task is generated. See Configure an HR task template for more information.
   	Incident	(Lifecycle Events for Enterprise only) An incident fulfills the activity. In the Template field, select the incident template to use. Note: An incident template automatically populates fields on the Incident form. See Incident Management for more information.
   Active	Option to activate the activity for use.
   Use badge from HR service configuration	(If for the associated HR task template, the HR task type value is HR service) Option to use the badge that is associated with the parent HR service.
   Badge	Badge that the fulfiller activity type is associated with. Note: Badges display on the portal to indicate to the employee which department is fulfilling that activity. See Configure an HR badge for more information.
   Owning group	Owning group that the activity is associated with. Note: Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event. To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
   Activity set	Activity set that the activity is associated with.
   Audience	Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records. The subject person of the lifecycle event case must meet the conditions or criteria of all audience records for the activity to trigger in the case. If no audience record is selected, then the activity will always trigger for the case. Note: Audience records define the conditions or criteria that a user must meet. To learn more, see Configure an audience record.

3. Click Save.
4. In the Activity Field Mappings section, you can map fields from the parent lifecycle event case to the appropriate fields on the child activity that is generated when the fulfiller activity is triggered.
   Note: This section inherits any mappings from the associated fulfiller activity type. You can use the default fulfiller activity type mappings as-is or further modify them.
   1. Click New or open a record.
   2. Fill in the fields on the form.

      Table 5. Activity Field Mapping form

      Field	Description
      Activity	This field is automatically set to the name of the associated lifecycle event activity.
      Map from table	Source table that the activity field is mapped from. This field is automatically set to the name of the HR case table that the parent lifecycle event case is associated with.
      Map from	Map from type. Select one of the following:
      	Field	Map from a field. In the Map from field field, select the field in the source table that the activity field is mapped from. Note: Make sure that the data type of the field being mapped from is the same as the data type of the field being mapped to.
      	Custom text	Map from custom text. In the Custom Text field, provide a string value. Custom text can be static or include variables that are pulled from the source table. For example, you can provide a short description for an IT request, such as, "Provide laptop for new hire: ${subject_person}."
      Map to table	Target table that the activity field is mapped to. This field is automatically set to the name of the table that the child activity is associated with.
      Map to field	Field in the target table that the activity field is mapped to. Note: Make sure that the data type of the field being mapped from is the same as the data type of the field being mapped to.

   3. Click Submit or Update.
   4. Repeat the process as needed.
5. Click Update.

Configure a lifecycle event activity that is a notification. Notifications automate the sending of an email to the specified recipients.

1. On the Activity form, set the Activity type field to Notification.
2. Fill in the fields on the form, as appropriate.

   Table 6. Activity form

   Field	Description
   Title	Name of the lifecycle event activity.
   Description	Description of the lifecycle event activity.
   Activity type	Set the value to Notification.
   Email template	Select an existing or create a new email template.
   From	Provide the name of the sender.
   Active	Option to activate the activity for use.
   Owning group	Owning group that the activity is associated with. Note: Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event. To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
   Activity set	Activity set that the activity is associated with.
   Audience	Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records. The subject person of the lifecycle event case must meet the conditions or criteria of all audience records for the activity to trigger in the case. If no audience record is selected, then the activity will always trigger for the case. Note: Audience records define the conditions or criteria that a user must meet. To learn more, see Configure an audience record.

3. In the Recipients related list, define the notification recipients for the lifecycle event activity.

   Field	Description
   Recipient users	Users to receive the email notification.
   Recipient groups	Groups to receive the email notification.
   Users/Groups on case	User fields from the lifecycle event case to receive the email notification.

4. Click Submit or Update.

Configure a lifecycle event activity that uses a subflow.

1. On the Activity form, set the Activity type field to Flow.
2. Fill in the fields on the form, as appropriate.

   Table 7. Activity form

   Field	Description
   Title	Name of the lifecycle event activity.
   Description	Description of the lifecycle event activity.
   Activity type	Set the value to Flow.
   Flow	Subflow to use with the activity. Important: Only the Switch primary job subflow that is used to support multiple jobs in a lifecycle event is available to use out-of-box. To use a different subflow with the activity, additional configuration is required. See the Lifecycle Events - 'Flow' activity type does not work [KB0813063] article in the HI Knowledge Base for more information.
   Active	Option to activate the activity for use.
   Badge	Badge that the fulfiller activity type is associated with. Note: Badges display on the portal to indicate to the employee which department is fulfilling that activity. See Configure an HR badge for more information.
   Owning group	Owning group that the activity is associated with. Note: Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event. To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
   Activity set	Activity set that the activity is associated with.
   Audience	Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records. The subject person of the lifecycle event case must meet the conditions or criteria of all audience records for the activity to trigger in the case. If no audience record is selected, then the activity will always trigger for the case. Note: Audience records define the conditions or criteria that a user must meet. To learn more, see Configure an audience record.

3. Click Submit or Update.

Configure a lifecycle event activity to schedule content. This activity type enables you to deliver relevant and tailored content to employees as part of the lifecycle event. For example, you can push company-related information or a first day at work banner to new hires as part of their onboarding.

1. On the Activity form, set the Activity type field to Content.
2. Fill in the fields on the form, as appropriate.

   Table 8. Activity form

   Field	Description
   Title	Name of the lifecycle event activity.
   Description	Description of the lifecycle event activity.
   Activity type	Set the value to Content.
   Template	Schedule content template to use with the activity. Note: A schedule content template schedules and delivers content to users as part of a lifecycle event. See Configure a schedule content template for a lifecycle event activity for more information.
   Active	Option to activate the activity for use.
   Owning group	Owning group that the activity is associated with. Note: Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event. To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
   Audience	Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records to target the content to the subject person, opened for person, or a person working on the lifecycle event case. Note: Audience records define the conditions or criteria that a user must meet. To learn more, see Configure an audience record.

3. In the Activity Field Mappings section, you can map fields from the parent lifecycle event case to the appropriate fields on the content activity.
   You can use the activity field mappings to define who the content is delivered to, when the content is delivered, how long the content is available for, and more.
   1. Click New or open a record.
   2. Fill in the fields on the form.

      Table 9. Activity Field Mapping form

      Field	Description
      Activity	This field is automatically set to the name of the associated lifecycle event activity.
      Map from table	Source table that the activity field is mapped from. This field is automatically set to the name of the HR case table that the parent lifecycle event case is associated with.
      Map from	Map from type. Select one of the following:
      	Field	Map from a field. In the Map from field field, select the field in the source table that the activity field is mapped from. Note: Make sure that the data type of the field being mapped from is the same as the data type of the field being mapped to.
      	Custom text	Map from custom text. In the Custom Text field, provide a string value. Custom text can be static or include variables that are pulled from the source table. For example, you can provide a short description for an IT request, such as, "Provide laptop for new hire: ${subject_person}."
      Map to table	Target table that the activity field is mapped to. This field is automatically set to the name of the table that the child activity is associated with.
      Map to field	Field in the target table that the activity field is mapped to. Note: Make sure that the data type of the field being mapped from is the same as the data type of the field being mapped to.

   3. Click Submit or Update.
   4. Repeat the process as needed.
4. Click Submit or Update.

Configure a lifecycle event activity that is a container for a group of activities. This activity type enables you to manage the dependencies of activities within an activity set. You can use activity containers to order activities, in parallel or sequence, as well as configure multiple activity containers within an activity set.

1. On the Activity form, set the Activity type field to Activity container.
2. Fill in the fields on the form, as appropriate.

   Table 10. Activity form

   Field	Description
   Title	Name of the lifecycle event activity.
   Description	Description of the lifecycle event activity.
   Activity type	Set the value to Activity container.
   Active	Option to activate the activity for use.
   Owning group	Owning group that the activity is associated with. Note: Owning groups control who owns a lifecycle event activity. To learn more, see Configure an owning group for a lifecycle event. To create, update, or delete an activity, you must be both a member of the associated owning group and have the sn_hr_le.activity_writer role.
   Audience	Defines whether the activity should trigger for the lifecycle event case. You can apply one or more audience records. The subject person of the lifecycle event case must meet the conditions or criteria of all audience records for the activity to trigger in the case. If no audience record is selected, then the activity will always trigger for the case. Note: Audience records define the conditions or criteria that a user must meet. To learn more, see Configure an audience record.

3. Right-click the former header and click Save.
   The Member activities related list appears.
4. In the Member activities related list, create one or more member activities of the following types:
   Note:

   • Member activities inherit the audience of the activity container.
   • Member activities trigger based on the order number assigned. Activities with the same order number trigger at the same time.
   • New member activities must be created for each activity container. You cannot move existing activities into an activity container, nor can you move member activities out of the container to use as standalone activities.
   • Member activities cannot be activity containers. You cannot place an activity container inside another activity container.

   • Approval
   • Employee
   • Fulfiller
   • Notification
   • Flow
   • Content

   For example, this is an activity container to request a credit card. The activity container has three member activities. The first is to approve the credit card request, the second is to submit the request, and the third is to notify relevant groups about the request.

   

5. Click Update.