How to create HR TASK Template in HRSD

shaik_irfan
Tera Guru

Hi,

 

I need to create an activity that should user to upload the medical receipt document. For that i have a Activity Sets underneth i created an activity but in the HR TAask template i dont see any oob template that asks like upload the document.

 

Can anyone please help me how to create a HR Task template to ask like upload medical receipt

1 ACCEPTED SOLUTION

@shaik.irfan bhai,

Please Configure HR Task template as configured in following screenshot. It is important to set State = ready. (You can see this view by clicking Switch to New UI button)

View solution in original post

6 REPLIES 6

Sufiyan Memon
Kilo Sage
Kilo Sage

Hi Irfan,

If you are using Madrid build, upload document task type is available OOTB.

find_real_file.png

It could be hide. To enable, Navigate to HR Case Management -> HR Tasks -> All

Right click on Hamburger icon then configure -> Table 

find_real_file.png

 

Click on Columns tab, search for Task Type and then select HR Task Type record.

find_real_file.png

 Click on Choices tab, validate Upload Documents record has Inactive false

find_real_file.png

 

Please mark as correct if it resolve your issue or let me know if further explanation needed.

Thanks

 

@Sufiyan Memon Bhai,

 

I created an activity as shown below:

find_real_file.png

 

HR Task Template: 

 

find_real_file.png

 

 

When i raise a request it is not stopping or asking upload a document, here is the screenshot after raising a request

 

find_real_file.png

 

From where the user can upload the document ? Or am i missing anything here ?

I am able to get a task to upload documents now, actually i created a hr task template in global application when i create human resource core application it got triggered not sure what is the reason behind this. But my actual lifecycle event was created in global will that impact ?

 

Actually once the pre-leave upload documents task is completed it should goto next activity which is not happneing now, can  you please help me what could be the cause on the on the parent hr case which i click on ui action Requested user actions it got generated. Please help me how to fix this

I always create lifecycle events in HR core application scope or HR LE Application scope. It is always good to have all related task and activities in same application scope.

Can you show me Screenshots of your Lifecycle event and the HR service Configuration that triggered this lifecycle event and the case which is created?