Onboarding Journey - task allocation to AoR after "Hire an employee" action in the future — Cloud Customer Connect
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Onboarding Journey - task allocation to AoR after "Hire an employee" action in the future

in Journeys 1 comment

Summary:

Hi,

we have configured the Enterprise onboarding journeys (with ACTION NAME: HIRE) that contain three Enterprise onboarding step journeys

  • the first one that is assigned to the AoR with allocation criteria "Checklist manually allocated or record created or approved"
  • the second and third that are assigned to new hires with allocation criteria "When the action record becomes effective"
  1. When the hire action is performed from Recruiting (Move to HR > Convert), the tasks of the first journey are correctly allocated to the AoR and can be executed by all members of the AoR.

  2. When the hire action is performed from Core HR in the future (By Quick action > Hire an Employee), the tasks of the first Journey are assigned only to the user who has performed hire action and not to the OAR.
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