Offboarding journey - Need help in configuring tasks to be allocated based on termination date — Cloud Customer Connect
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Offboarding journey - Need help in configuring tasks to be allocated based on termination date

in Journeys 2 comments

Summary:

We have a requirement to enable offboarding journeys to employees and task needs to be allocated to various users based on the actual termination date. Below is the requirement we are trying to build a solution

  • The journey should be allocated to an employee as soon as the resignation/termination transaction is approved
  • Few tasks should be allocated right away
  • Few tasks should be allocated 3 days before the actual termination
  • A few tasks should be allocated on the last day of termination to collect equipment and complete the exit survey

Has anyone had similar requirements and how did you solve for the requirement?

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