Activate new Lifecycle Events activities

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Journey designer customers must activate the following Lifecycle Events activities to enable support for the Pre-hire experience: Account/role setup and notification and Transition pre-hire to employee. These activities facilitate the transition of roles through which the employee navigates during the preboarding process.

    Vorbereitungen

    Role required: admin [sn_jny.admin]

    Warum und wann dieser Vorgang ausgeführt wird

    The Account/role setup and notification activity is used to facilitate the employee's transition from the applicant role to the pre-hire role. This activity performs the following actions when the Pre-hire activity set is triggered:
    • Creates an account for the employee to enable access to the onboarding portal.
    • Adds the sn_jny.pre_hire and snc_external roles to the employee's user record.
    • Sends an email to the employee with a link to the onboarding portal.
    The activity set in which this activity is nested is triggered immediately after you create an onboarding journey that uses the following Lifecycle Events type: Onboarding (Demo).
    The Transition pre-hire to employee activity is used to facilitate the employee's transition from the pre-hire role to the internal employee role. This activity performs the following actions when the Day 1 activity set is triggered:
    • Removes the sn_jny.pre_hire and snc_external roles from the employee's user record.
    • Adds the snc_internal role to the employee's user record.
    The activity set in which this activity is nested is triggered when the date in the Employment start date field in the HR profile record of the onboarding employee is equal to the system date.

    Prozedur

    1. Navigate to All > Lifecycle Events > Administration > Manage Lifecycle Events.
    2. Select Onboarding (Demo).
    3. Select the Activity Sets tab.
    4. In the Pre-Hire activity set column, select the Edit Activity icon associated with the Account/role setup and notification activity.
      The Activity record appears.
    5. Select the Active check box and then select Update.
      The Account/role setup and notification activity is active.
    6. In the Day 1 activity set column, select the Edit Activity icon associated with the Transition pre-hire to employee activity.
      The Activity record appears.
    7. Select the Active check box and select Update.
      The Transition pre-hire to employee activity is active.

    Nächste Maßnahme

    Configure the widgets for the Pre-hire experience to ensure that they meet your organization's specifications.