Configure a lifecycle event

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

    • Build a lifecycle event and its associated activity sets and activities with the lifecycle event builder.

    Before you begin

    Role required: sn_hr_le.admin or sn_hr_le.activity_set_manager

    Begin by defining the event type, such as new hire onboarding. Each lifecycle event has one or more activity sets, which represent different stages in the lifecycle event process. And each activity set has one or more activities, which can be requests for approvals, tasks for employees, activities for fulfillers, or the sending of notifications.

    Procedure

    1. Navigate to All > Lifecycle Events > Administration > Manage Lifecycle Events.
    2. Click New or open a record.
    3. On the form, fill in the fields.
      Table 1. Manage Lifecycle Event form
      Field Description
      Title Name of the lifecycle event.
      Active Option to activate the lifecycle event for use.
      Description Description of the lifecycle event.
      Display activity sets to subject person (Employee Center only) Option to show the activity sets timeline on the HR ticket page to the subject person of the lifecycle event case. This is a two-part process. In addition to selecting the box here, you must also select Show case to subject person for the HR service that the lifecycle event is associated with. To select the latter, see Configure an HR service.
      Note:
      • If Show case to subject person for the corresponding HR service is not selected, then the activity sets timeline will not display for the subject person.
      • The progress bar for each activity set does not appear for the subject person. It only appears for the opened for person.
      • The HR ticket page is where users can view the details of an HR case in the Employee Service Center. See HR ticket page for more information.
      In the employee view, sort activities by You can choose how your employees view activities in the lifecycle event.
      • Due date: Show activities in chronological order with tasks that are due earlier at the top and other activities in by creation date.
      • Display order: Show activities in the order they appear in an activity set.
      Note:
      What you select in this field is also reflected on the Employee Center for a user's to-dos.
      Event type Event type of the lifecycle event. Select one of the following:
      Onboarding Lifecycle event to use with mobile onboarding.
      Note:
      You must also make sure that the Display activity sets to subject person option on the lifecycle event form and the Show case to subject person option on the corresponding HR service form are selected. See Select a Lifecycle Event for Now Mobile for more information.
      Offboarding
      Transitions
      HR Services
    4. Click the Activity Sets tab or Next to configure the activity sets and activities for the lifecycle event.
      You can create new or modify existing activity sets and activities. For further details on the form fields, see:
      Note:
      If you have Skills Intelligence and are creating a New Hire Onboarding lifecycle event, add the Upload resume/LinkedIn files to add skills to profile to the Week 1 activity set to enable employees to add skills in Employee Center as part of their onboarding journey.
      Click the Activity Sets tab to configure the activity sets and activities for the lifecycle event.
    5. Click Submit or Update.