Open an HR case to create a Journey Accelerator action plan
Journey Accelerator action plans can be created by opening an HR case with a related lifecycle event.
Before you begin
Role required: sn_hr_core.case_writer
About this task
When the Create Journey Accelerator Action Plan template is configured to automatically create Journey Accelerator action plans, a task is created and assigned to a manager for review.
When the template is not configured to automatically create Journey Accelerator action plans, a to-do task is created. The task is assigned to the manager (Opened for) to create a plan. The to-do contains the following information pre-filled in the plan:
- Who is this plan for (mapped from the subject person)
- Plan type (mapped from the activity)
- Publish date (mapped from the activity)
Procedure
Navigate to All > HR Case Management > Create New Case.
Enter the name of the new employee in the Search for Employee field.
Fill in the Case Details:
- COE:
HR Lifecycle Events Case - HR service:
New Hire Onborading - Opened for:
managers name - Subject person:
new hire name - Click Create Case.
- COE:
Review all the fields and make any updates that are needed and click Ready for Work.
A to-do task is created in the managers to-do list in the Employee Center. Managers review and publish plans from the Employee Center.
Parent Topic:Create an HR case
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