Set Onboarding ramp up trigger to use Employee Center portal

Set Onboarding ramp-up trigger to use Employee Center portal in the trigger configuration so the onboarding ramp-up plan workflow is accessible through the portal. Without setting the portal, the trigger will not be visible or usable in the Employee Center portal.

Before you begin

Role required: admin

Procedure

1. Navigate to the All menu, and enter sn_aia_trigger_configuration.list in the navigation filter.

   The AIA Trigger Configuration [sn_aia_trigger_configuration] table appears.

2. Select Onboarding ramp-up trigger from the list of AI agent triggers.

3. Add the Active and Portal fields to the form if they aren’t available.

   1. Select and hold (or right-click) the form header and select Configure > Form layout.

   2. Select Active and Portal from the Available list, and then select the Add icon to move the fields to the Selected list.

   3. Select Save.

4. Select the Active check box.

5. Set the Portal field to Employee Center.

6. Select Update.