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Eligibility Profiles and DOR

Received Response
edited Apr 20, 2022 3:11PM in Human Resources 3 comments

Hi experts.

Is it possible to generate a task in journeys that has been generated and refers to a particular document of record. So the question I have is that if someone leaves the business before a 2 year period is up they will need to repay some money. We will have this agreement document in DOR in its own section, and I am trying to work out if we can create an eligibility profile to look at that DOR and generate a task if that document type is in the persons DOR - is this possible? I cant

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