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Onboarding Checklists -Task Assignment dates

edited Aug 14, 2020 9:51AM in Human Capital Management 5 comments

Content

Hi all

We have a number of Onboarding checklists which follow the standard approach of Enterprise Onboarding checklist with sub-checklists as Enterprise Onboarding Steps. We've configured the checklists to be auto-assigned based on the Add Pending Worker action type. Different Onboarding Steps happen relative to the Proposed Start Date for the PW however - e.g. Onboarding Steps (sub-checklists) are:

1) Preparing for Onboarding

2) Pre-Onboarding (30 days before Proposed Start Date)

3) First Day (day of Proposed Start Date)

4) First Month (30 days after Proposed Start Date)

We've set up the overarching checklist as "Checklist manually allocated or record created or approved" because the main checklist should be assigned as soon as the Pending Worker Transaction is complete. The First Onboarding Step is set up the same. The next 3 Steps however are set up as "When the action record becomes effective", with Days for Initiation set to -30, 0 and 30 respectively. What we're finding however is that the tasks from steps 2-4 are being assigned at the same time as the first step, i.e. at the point the Pending Worker record is first created.

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