How are the "HR Fulfillment Support" "Client Roles" Assigned?

[G24]

Hello smart Human Resources Service Delivery (HRSD) people...

Based on this documentation, it seems like there are 2 basic groupings of HR "Client Roles" as follows:

Those that start with

sn_hr_core.hrsm (the HR fulfillment support roles)

and those that start with 

sn_hr_sp.hrsp (the HR service portal / employee center roles)

Rules for when these should be applied to an employee may be seen in the table "Client Role Rules" (sn_hr_core_client_role_rule).

The documentation states that the Roles are assigned by the "Update Client Roles" scheduled job (which runs daily) and the "Assign HR Roles" business rule which runs any time a record is inserted or updated in the HR Profile (sn_hr_core_profile) table, provided the Employment Type or Employment Start Date changes.  But this seems to only be true for the second group of roles, the Employee Center roles, as only that second group has Conditions in the conditions table.  So...

My question is:  What mechanism assigns the roles starting with sn_hr_core.hrsm (the HR fulfillment support roles)?

Thank you.

[Community Alums]

Hi @G24 ,

Use Client Role Assignment Rules to automatically assign or reassign a role to an employee.

Before you begin

Role required: sn_hr_core.admin

A condition or set of multiple condition clauses based on the HR profile [sn_hr_core_profile] table are used to automate assigning roles.

Note: Client role assignment rules are for access to the Employee Center only.

For example:

• A newly hired employee can be automatically assigned the new hire [sn_hr_core.hrsm_new_hire] role. This role provides limited access to the Employee Center or service portal.
• The Update Client Roles scheduled job runs and acknowledges the employee start date for the new hire has not been reached.
• The Assign HR Roles business rule assigns the new hire role based on the conditions set on the client role assignment rules.

To map conditions to a client role:

Procedure

1. Navigate to All > HR Administration > Manage Roles > Client Role Assignment Rules.
2. Click New to create a client role rule or click an existing client role rule to edit.
3. Active is enabled by default.
4. From Condition, click the Lookup using list and select an existing HR condition.
5. Click New to create an HR condition.
   You can also click the Preview this record icon to open the record.

   Field	Description
   Name	Name of the HR condition.
   Table	Table conditions are built on the HR profile [sn_hr_core_profile] table only. Changing the table for client role assignment is not recommended.
   Active	Check box for enabling condition. Note: Deactivate at the client role assignment level and not the conditions level.
   User column	Together with the HR profile [sn_hr_core_profile] table, filters users when evaluating a condition.
   Condition	Conditions the Assign HR Roles business rule uses to automatically assign a role to an employee. For example, the base system automatically assigns the New Hire role to a user when Employment type is: Full Time Employee or Part Time Employee or Temporary Employee and Employment start date is after Today Note: When defining conditions like case sensitivity or null values, see APIGlideFilter - Scoped, Global.

6. Click Submit or Update.
7. From Role, click and select the HR role you want to automatically assign when the conditions are met.
8. Click Submit or Update to save your changes.

[G24]

Yes, @Community Alums I was already aware of that documentation.  But if you look in the table "sn_hr_core_client_role_rule" there ARE NOT rules for assigning the sn_hr_core.hrsm.xxx type roles.  So do those just NOT GET ASSIGNED by the base system?  The customer has to make a customization for those roles to get assigned???