onboarding and Transition

[005LTI]

Hello

I have to implement Enterprise Onboarding and Transition  in HRSD, Please help the below questions.

1)If HR wants new hire to upload some documents on the portal or review the offer letter in servicenow , how this can be achieved as new hire is not an employee yet ? Is this possible with OOB solution?

2)How hiring Manager is suppose to invoke the Onboarding process?

3)Can the Onboarding process be automated based on start date of employee , how?

TIA

[Ct111]

I will answer case wise

1) For first scenario I would insist you to check Employee Document Management which is present in HRSD.

2) For second scenario it depends organization to organization I would recommend you to read this thread so that you get an idea about what is required for this,

3) It gets automatically trigger based on start date of Employee in 

the HR Profile Table [sn_hr_core_profile] . For more information read this New Hire on Boarding Case Trigger HR Profile 

[Community Alums]

Hi @005LTI ,

Find your Answers:

1)  It depends on the Organizations basically, Some of the Organizations uses diffrent Platform rather then using Servicenow to rollout the Offer letter, where a new hire can Review and Acknowledge or Accept the offer. Whereas Some of the Other companies go for Employee Document managemt to serve this purpose.

2) You will need to take the route of Lifecycle Events which is used within the Enterprise Onboarding & Transitions product.  These workflows drive the process and activities as configured within the product; therefore these workflows should not be modified.  The Enterprise Onboarding and Transitions application was built to allow users to easily configure any complex HR process (ex: onboarding) and assign all related tasks/activities (employee and manager) based on their necessary conditions of when they should be triggered.  I recommend reviewing the Enterprise Onboarding and Transitions product documentation to learn more about this.  This is a separately licensed application within the HR product so you will want to confirm with your Account Executive that your organization is licensed for the application.

3) Onboarding Process would be start based on "Employement Start date" which is stored in HR Profile.

Employment Start Date is updating from the Script Include called hr_Profile and the method name is updateProfile. 

Whenever "Request OnBoarding" record producer is submitted it calls new hr_ActivityUtils().createCaseFromProducer(current, producer, cat_item.sys_id) and internally it calls hr_CaseUtils script include which again calls hr_Profile script include.

Also, Refer to this link : https://techcommunity.microsoft.com/t5/microsoft-entra-azure-ad-blog/how-servicenow-and-azure-ad-are...

[005LTI]

Point 2 and 3 are answered , thanks for that  but not point 1.

How the pre hire is redirected to enterprise portal, how he is authenticated as by that time only personal email address is used. Or tis there any different pre hire portal OOB , Please elaborate .

[Community Alums]

Hi @005LTI ,

The New Hire role is automatically assigned to a user based on having an Employment Type of Full Time, Part Time, or Temporary Employee and an Employment Start Date in the future.

Similarly, the Employee role is automatically assigned based on the same Employment Type values but an Employment Start Date that is at or before today, or an Employment End Date that is empty or in the future.

These role assignment rules and conditions can be managed under HR Administration > Client Role Assignment Rules.

In the initial activity set, there are activities that trigger notifications to the new hire providing instructions on how to access the onboarding portal.