Open an HR case to create a Journey Accelerator action plan

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Journey Accelerator action plans can be created by opening an HR case with a related lifecycle event.

    Before you begin

    Role required: sn_hr_core.case_writer

    About this task

    When the Create Journey Accelerator Action Plan template is configured to automatically create Journey Accelerator action plans, a task is created and assigned to a manager for review.

    When the template is not configured to automatically create Journey Accelerator action plans, a to-do task is created. The task is assigned to the manager (Opened for) to create a plan. The to-do contains the following information pre-filled in the plan:
    • Who is this plan for (mapped from the subject person)
    • Plan type (mapped from the activity)
    • Publish date (mapped from the activity)

    Procedure

    1. Navigate to All > HR Case Management > Create New Case.
    2. Enter the name of the new employee in the Search for Employee field.
    3. Fill in the Case Details:
      • COE: HR Lifecycle Events Case
      • HR service: New Hire Onborading
      • Opened for: managers name
      • Subject person: new hire name
    4. Click Create Case.
    5. Review all the fields and make any updates that are needed and click Ready for Work.
      A to-do task is created in the managers to-do list in the Employee Center. Managers review and publish plans from the Employee Center.