Configure a service activity for an HR service

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

    • If the fulfillment type of an HR service is set to Service Activity, configure one or more service activities. Service activities can be approvals, tasks, or child HR services.

    Before you begin

    Role required: sn_hr_core.admin

    Procedure

    1. Navigate to All > HR Administration > HR Services > HR Service Configuration.
    2. Open the HR service.
    3. In the Fulfillment type field, verify that the value is set to Service Activity.
      Make sure the fulfillment type field is set to Service Activity.
      The Service Activities section appears at the bottom of the HR service form.Scroll down to the bottom of the HR service form to see the Service Activities list.
    4. Click New or open a record, and follow the tasks as applicable.
      On the Service Activity form, you can configure the following types of service activities:
      • Approval
      • Task
      • Child HR Service

      For each service activity type, follow the applicable task.

    Configure an approval

    Configure a service activity that is an approval. Approvals require one or more users to approve the case before it can proceed.

    Before you begin

    Role required: sn_hr_core.admin

    Procedure

    1. On the Service Activity form, set the Activity type field to Approval.
    2. Fill in the fields on the form, as appropriate.
      Table 1. Service activity form fields and descriptions
      Field Description
      Activity type Set the value to Approval.
      Name Name of the service activity.
      Missing any approver Select one of the following actions for when any approver is missing:
      • Select replacements
      • Skip missing
      • Close incomplete
      Missing all approvers Select one of the following actions for when all approvers are missing:
      • Select replacements
      • Close incomplete
      Wait for Select one of the following actions for when an approval is completed:
      • Anyone to approve
      • Everyone to approve
      • First response from anyone
      On rejection Select one of the following actions for when an approval is rejected:
      • Allow resubmit of approvals
        Note:
        When an approval is rejected, the Assigned to user for the case can submit another request for approval with work notes or comments. See Resubmit an HR case for approval.
      • Close incomplete
      Note:
      To reject an approval, users should have the HR case writer [sn_hr_core.case_writer] role.
      Parent HR service This field is automatically set to the parent HR service.
      Order Order number for when the service activity is made available. Lower numbered service activities are made available before higher numbered service activities.
      Note:
      • The current service activity must be closed, completed, accepted, or rejected before the next service activity is made available.
      • Service activities with identical order numbers are made available at the same time.
      Approvers from case User fields from the HR case to approve the task.
      Approver users Users to approve the task.
      Approver groups Groups to approve the task.
    3. Click Submit or Update on the Service Activity form.
    4. Click Update on the HR Service form.

    Configure a task

    Configure a service activity that is a task.

    Before you begin

    Role required: sn_hr_core.admin

    Procedure

    1. On the Service Activity form, set the Activity type field to Task.
    2. Fill in the fields on the form, as appropriate.
      Table 2. Service activity form
      Field Description
      Activity type Set the value to Task.
      Child task template Name of the child task template that the service activity is associated with.
      Note:
      The 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.
      Name Name of the service activity.
      Parent HR service This field is automatically set to the parent HR service.
      Order Order number for when the service activity is made available. Lower numbered service activities are made available before higher numbered service activities.
      Note:
      • The current service activity must be closed, completed, accepted, or rejected before the next service activity is made available.
      • Service activities with the same order number will be grouped and when there is an approval activity in the group, approval will execute first, followed by others.
    3. Click Submit or Update on the Service Activity form.
    4. Click Update on the HR Service form.

    Configure a child HR service

    Configure a service activity that is a child HR service.

    Before you begin

    Role required: sn_hr_core.admin

    Note:
    This feature is only available when the Human Resources Scoped App: Lifecycle Events (com.sn_hr_lifecycle_events) plugin is activated.

    Procedure

    1. On the Service Activity form, set the Activity type field to Child HR Service.
    2. Fill in the fields on the form, as appropriate.
      Table 3. Service activity form fields and descriptions
      Field Description
      Activity type Set the value to Child HR Service.
      Child HR service Name of the child HR service that the service activity is associated with.
      Name Name of the service activity.
      Parent HR service This field is automatically set to the parent HR service.
      Order Order number for when the service activity is made available. Lower numbered service activities are made available before higher numbered service activities.
      Note:
      • The current service activity must be closed, completed, accepted, or rejected before the next service activity is made available.
      • Service activities with identical order numbers are made available at the same time.
    3. Click Submit or Update on the Service Activity form.
    4. Click Update on the HR Service form.