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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an HR criteria record for an employee form

Create an HR criteria record for an employee form based on the employee answers stored in the Metric Result [asmt_metric_result] table.

Before you begin

Role required: sn_hr_core.admin

About this task

Answers from the employee form are stored in the Metric Results [asmt_metric_result] table. You can query the answers using HR criteria. For example, if on an invention disclosure form, the new hire answers yes, then you can use that answer to trigger the creation of another task to collect details on the invention.

Procedure

  1. Navigate to All > HR Administration > HR Criteria.

  2. Click New.

  3. Fill in the fields on the form.

    FieldDescription
    NameName of the HR criteria record.
    DescriptionDescription of the HR criteria record.
    ActiveOption to activate the HR criteria record for use.

  4. Right-click the former header and click Save.

    The Conditions section appears.

  5. In the Conditions section, click New.

  6. On the HR Condition form, enter the following field values.

FieldValue
NameName for the HR condition.
TableMetric Result \[asmt\_metric\_result\] table
Employee formSelect the employee form you want to query. This field appears when the Metric Result table is selected in the Table field.
Condition

Select the question and answer from the employee form you want to query.For the question, provide the following condition:

[Metric] [is] [<Question>]

For the answer, provide the following condition based on the value type:

  • [String value] [is] [<Answer>]
  • [Reference value] [is] [<Answer>]
  • [Actual value] [is] [<Answer>] Note: When defining conditions like case sensitivity or null values, see API GlideFilter - Scoped, Global.
ActiveOption to activate the HR condition for use.
User columnAssigned to

  1. Click Submit.

  2. On the HR Criteria form, click Update.

What to do next

Depending on the case type, the HR criteria record will use the following survey instance:

  • If you are using the HR criteria record with a lifecycle event, it will use the survey instance that is associated with the lifecycle event case.
  • If you are using the HR criteria record with any other HR case, it will use the latest survey instance.

Parent Topic:Collect employee input