Configure the supporting components for a lifecycle event
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Summary of Configure the supporting components for a lifecycle event
In ServiceNow's Enterprise Onboarding and Transitions application, a lifecycle event consists of multiple activities that require specific supporting components to be configured. These components include HR task templates, order guides, catalog items, HR services, owning groups, activity types, and audience records. Proper configuration ensures that each activity is assigned to the correct group and tailored to the right employees, enabling efficient and targeted lifecycle event management.
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Owning Groups
Owning groups are responsible for managing lifecycle event activities within their domain, such as HR, IT, or Facilities. Assigning ownership to the appropriate group is critical for cross-departmental coordination. To create, modify, or delete an activity, you must belong to the related owning group and have the snhrle.activitywriter role.
Activity Types and Configuration
Lifecycle event activities can be of various types, each requiring different supporting components. The application allows reuse of existing components and processes, helping streamline configuration. Key activity types and their configuration needs include:
- Approval: No direct configuration required.
- Employee task / HR task: Configure an HR task template.
- Fulfiller activity: Configure supporting components based on the specific fulfiller type; some are preconfigured.
- Automated Order Guide: Create an order guide.
- Catalog item: Create or edit catalog items.
- HR service: Configure an HR service.
- Incident: Create an incident template.
- Notification: Create an email template.
- Flow: Create a subflow; by default, only the "Switch primary job" subflow is available, with additional configuration needed for others.
- Content: Configure schedule content templates for mobile, portal, notification, or to-do content.
- Activity container: No configuration needed.
Audiences
Audience records define criteria to target specific employees for certain activities, enabling tailored workflows—for example, differentiating onboarding for office-based versus remote employees. If an activity lacks an audience record, it triggers for all employees. Activities not meeting audience criteria are marked as Skipped during evaluation.
Practical Configuration Steps
- Configure Owning Groups: Define or update user groups that will own lifecycle event activities.
- Configure Activity Configurations: Set fulfillment processes and closure conditions for activities.
- Configure Schedule Content Templates: Create or modify templates for delivering content within lifecycle events, linked to the Schedule Content table.
These configurations empower ServiceNow customers to manage lifecycle events efficiently by assigning clear ownership, reusing existing components, and targeting activities to appropriate employee groups.
Configure the supporting components for a lifecycle event. Lifecycle events are a collection of activities. For each activity, you must identify and configure the underlying components that support it, such as HR task templates, order guides, catalog items, and HR services. You must also identify and configure the relevant owning groups, activity types, and audience records.
- Owning groups
- Activity types
- Audiences
Owning groups
Owning groups control who owns a lifecycle event activity. Because lifecycle events are generally cross-departmental, it's critical that ownership of each activity is assigned to the appropriate group, such as for HR, IT, or Facilities. Each owning group is responsible for overseeing the activities that fall under their purview. See Configure an owning group for a lifecycle event for more information.
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. For example, only members of the HR activity writers owning group with the sn_hr_le.activity_writer role can configure an HR activity.
Activity types
Lifecycle event activities can be approvals, employee activities, fulfiller activities, notifications, and more. Depending on the activity type, you must configure the appropriate components that underlie it.
A key benefit of the Enterprise Onboarding and Transitions application is that you can reuse existing components and processes. These components and processes include existing HR services, HR task templates, or catalog items. For each activity, determine whether there’s an existing component that you can use or if you must configure a new one.
| Activity type | Configuration requirements | |
|---|---|---|
| Approval | N/A To learn more about approvals, see Approvals. |
|
| Employee task | Configure an HR task template
To learn more about HR templates, see HR templates. |
|
| Fulfiller activity | Depending on the fulfiller activity type,
configure the appropriate supporting components. Note: The following fulfiller
activity types are preconfigured with the Enterprise Onboarding and Transitions
application. To configure additional types, see Configure an activity configuration for a lifecycle event. |
|
| Automated Order Guide | Create an order
guide
To learn more about order guides, see Order guides. |
|
| Catalog item | Create or edit a catalog
item
To learn more about catalog items, see Service catalog items. |
|
| HR service | Configure an HR service
To learn more about HR services, see HR services. |
|
| HR task | Configure an HR task template
To learn more about HR templates, see HR templates. |
|
| Incident | Create an incident
template
To learn more about incident management, see Incident Management. |
|
| Notification | Create an email
template
To learn more about notifications, see Notifications. |
|
| Flow | Create a subflow
Important:
The only subflow available for use by default is the Switch primary job subflow. This subflow is used to support multiple jobs in a lifecycle event. To use a different subflow for an activity, additional configuration is required. See the Implementing multiple subflows in an LE activity [KB0817520] article in the HI knowledge base for more information. To learn more about subflows, see Subflows. |
|
| Content | Configure a schedule content template for a lifecycle event activity
To learn more about Content Experiences and Content Publishing, see Content Publishing. |
|
| Activity container | N/A | |
Audiences
Not all lifecycle event activities are required for all employees. Some activities are intended for a target audience. You can use audience records to define the criteria that the subject person of a lifecycle event case must meet for the activity to trigger on their behalf. For more information, see Audiences.
Clearly defined audience criteria enable you to create targeted workflows for different audience types. For example, you can create a tailored onboarding experience for newly hired employees depending on whether the employee is office-based or remote.
- If an activity isn't associated with an audience record, then the activity triggers for all employees.
- If a subject person doesn't meet the audience criteria defined for an activity set during the evaluation process, the State field in the corresponding activity set is set to Skipped.