Create an HR profile automatically

[danatrybiasz]

When creating a new user how can I create an HR profile automatically?

[Kiel Sanders]

Hi Dana

We introduced the Generate HR Profiles feature in the Istanbul scoped application that can be used to automatically create HR profiles based on criteria from the user record.   If you are on a previous release, you can either create a business rule as Shishir mentioned or your user integration can handle the creation of the profile record as well.

Generate HR Profiles screenshot:

[danatrybiasz]

Can this feature be automatically or the user needs to click on "Create Profile" button to create the profile?

[Kiel Sanders]

Hi Dana

The Generate HR Profile feature is only processed when the user clicks the button, not automatically every time a new user meets those criteria.   There is also a business rule introduced in Istanbul that automatically creates a new HR Profile for users assigned in the Opened For or Subject Person fields on a case.   This business rule is called "Create HR Profile for users" and runs when those assigned to fields are updated on a case.   If you recently upgraded to Istanbul and have a population of users without profiles, a combination of these two should ensure everyone has a profile when needed.

Kiel

[danatrybiasz]

Thank you