Linking Case and Task Templates in HR.

[mccall]

Does anyone know if you can link an HR Task template with an HR Case Template so that when you apply an hr case template, tasks automatically populate? Any help you can give is appreciated!

[Kiel Sanders]

The recommended way to do this is to start with an HR Service which would have an HR Case template associated to it.  You can then set the Fulfillment Type on the service to Service Activity.  That will add a Service Activities related list at the bottom of the service form that allows you to create additional activities (approvals, tasks, or additional child HR Services) that trigger when a case is created using that HR Service.  In your situation you'll want to create additional activities with the Activity Type of Task, which allows you to select the HR Task templates to be used.  Please visit the Add or modify a Service Activity product documentation page for more details on configuring this situation.

Service Activities work well when the same set of activities need to be created each time the HR Service is used.  If there are times when some of the tasks need to be conditional or they are time-based, I'd recommend looking into the Enterprise Onboarding & Transitions product to handle these more complex, conditional processes.

[mccall]

HI Kiel, 

I appreciate the response... Unfortunately, we do not use HR Service at this time. 

Do you know any way to link the HR task through a different method?

[_ _ _ _]

You can use the "Next Related Child Template" field on sn_hr_core_template to link to the child task template. You may need to click "Switch to Classic UI".

Note: This set up requires that you create the template records manually (create the records and then link them together) by setting the connecting fields "Next Related Child Template" and "Next Related Template". "Next Related Child Template" links to a child record to create, while "Next Related Template" links to a sibling record to create.

Example Setup for an HR Case with two children tasks:

Parent Template:

  Name - Parent Template

  Table - HR Case

  Template - etc.

  Next Related Child Template - Child Template

Child Template:

  Name - Child Template

  Table - HR Task

  Template - etc.

  Link element - Parent

  Next Related Template - Child Template 2

Child Template 2:

  Name - Child Template 2

  Table - HR Task

  Template - etc.

  Link Element - Parent

[Kiel Sanders]

As you mentioned, you can use the Next Related Child Template feature to daisy-chain different templates; however the preferred approach would still be to use HR Services.

There is some concern with customizing the application to not use HR Services since a lot of functionality within the HR Service Delivery product revolves around the concept of HR Services.  Not using HR Services will limit of the use of functionality such as fulfillment instructions, AI/machine learning, department and skill based assignment, COE security, etc. as well as most upcoming new functionality.

Let me know if you want to chat more about this to discuss potential impacts and possible solutions.