Trigger the task based on specific criteria — Cloud Customer Connect
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Trigger the task based on specific criteria

We have created three FMLA-related tasks: Baby Bonding, Disability, and Caregiving.

Process:

  1. The employee submits a leave request (via a questionnaire), selecting one of the FMLA options.
  2. HR manually verifies whether the employee has completed the required 1,200 hours of work.

We have relabeled the "Done" button to "Yes" and "Not Applicable" to "No".

  • If HR clicks "No" and adds comments, the system assigns a new task to the employee—a report-type task that includes HR's comments.
  • If HR confirms eligibility by selecting "Yes", one of the specific FMLA tasks (Baby Bonding, Disability, or Caregiving) is assigned to the employee accordingly.

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