Business Example
Onboarding allows an HR department to set up a standardized set of meetings that each new hire must attend. In many organizations, they are usually referred to as the New Hire Orientation meetings. This task is outside an Onboarding program and must be configured separately. To do this, you need to create a central orientation meeting and define a business rule.
The organization would like to create a meeting for all new hires in the San Mateo (US_SFO) office location to meet with team members in the cafeteria. The meeting is only relevant for new hires in this location. In this exercise, you will set up a business rule to carry out this action.
Create a Central Orientation Meeting - Part 1
Create a Central Orientation Meeting - Part 2
Steps
Navigate to Maintain Onboarding Central Orientation Meetings using Action Search.
Choose + Add Central Orientation Meeting.
Enter the information as provided in the figure.
Select a future Start date and time.
Select a future End date and time.
Identify a Meeting Address for the venue of the meeting.
Choose Submit.
Navigate back to the Central Orientation Meetings screen.
Choose Define Business Rules.
Choose + Add New Rule.
Notice how the system automatically selects Onboarding→Assign Central Orientation Meetings as the scenario.
Fill in the information as provided in the figure.
For the If condition, select Process.User.Job Information.Company → is equal to → Ace USA.
For the Then condition, select Central Orientation Meeting 1 → is to be equal to → Introduce New Hire (MEET).
Choose Save.