Create an HR criteria record for an employee form

  • Release version: Washingtondc
  • Updated August 8, 2024
  • 1 minute to read

    • Create an HR criteria record for an employee form based on the employee answers stored in the Metric Result [asmt_metric_result] table.

    Before you begin

    Role required: sn_hr_core.admin

    About this task

    Answers from the employee form are stored in the Metric Results ]asmt_metric_result] table. You can query the answers using HR criteria. For example, if on an invention disclosure form, the new hire answers yes, then you can use that answer to trigger the creation of another task to collect details on the invention.

    Procedure

    1. Navigate to All > HR Administration > HR Criteria.
    2. Click New.
    3. Fill in the fields on the form.
      Table 1. HR Criteria form
      Field Description
      Name Name of the HR criteria record.
      Description Description of the HR criteria record.
      Active Option to activate the HR criteria record for use.
    4. Right-click the former header and click Save.
      The Conditions section appears.
    5. In the Conditions section, click New.
    6. On the HR Condition form, enter the following field values.
      Table 2. HR condition form
      Field Value
      Name <Name for the HR condition>
      Table Metric Result [asmt_metric_result] table
      Employee form Select the employee form you want to query. This field appears when the Metric Result table is selected in the Table field.
      Condition Select the question and answer from the employee form you want to query.

      For the question, provide the following condition:

      [Metric] [is] [<Question>]

      For the answer, provide the following condition based on the value type:

      • [String value] [is] [<Answer>]
      • [Reference value] [is] [<Answer>]
      • [Actual value] [is] [<Answer>]
      Note:
      When defining conditions like case sensitivity or null values, see APIGlideFilter - Scoped, Global.
      Active Selected
      User column Assigned to
    7. Click Submit.
    8. On the HR Criteria form, click Update.

    What to do next

    Depending on the case type, the HR criteria record will use the following survey instance:

    • If you are using the HR criteria record with a lifecycle event, it will use the survey instance that is associated with the lifecycle event case.
    • If you are using the HR criteria record with any other HR case, it will use the latest survey instance.