Customizing the Onboarding Process Using Process Variant Manager

Defining Business Rules for Process Variants

Objective

After completing this lesson, you will be able to create business rules for triggering the correct process variant.

Define Business Rules for Process Variants

To pick this process flow based on any rule, define the conditions by clicking Define Business Rules on the Process Variant Manager dashboard. You use the Select Process Variant scenario in Business Rules.

Example

The screenshot shows an example Select Process Variant Rule

Let us assume that you've created a process flow called ONB Simple Flow and are setting a rule that makes it effective for a candidate's company. A candidate joining that company will go through the Quick Onboarding Process flow.

Define a Business Rule for a Process Variant

Business Example

You have already created and defined the US onboarding process. Now, you need to define a business rule to ensure that all new hires based in the US go through the US onboarding process. 

Task 1: Define a Business Rule for a Process Variant

Steps

  1. In the instance, Navigate to Process Variant Manager using Action Search. 

  2. Select Define Business Rules.

  3. To create a new business rule, choose + on the upper-right corner of the Business Rules Admin page. 

  4. Expand the Onboarding scenario category. 

  5. Choose the Select Process Variant business rule scenario. 

  6. In the Rule Name field, enter ONB_ProcessSelection. The Rule ID field will be automatically filled out to reflect the Rule Name. 

  7. Verify Process Type is Onboarding.

  8. Choose Continue.

  9. In the if area of the rule, choose Process Variant Rule Model.Process.Process Type→is equal to→Value→Onboarding. 

  10. Add a parent AND to the IF statement.

  11. In the Parent And area of the rule, choose Process Variant Rule Model.Process.User.Job Information.Company→is equal to→Value→Ace USA. 

  12. In the Then area of the rule, choose Set→Process Variant Rule Model.Process Variant→to be equal to→Value→US Onboarding Process. 

  13. Choose Add Else.

  14. In the Else area of the rule, choose Set→Process Variant Rule Model.Process Variant→to be equal to→Value→Default Onboarding Process. 

    Example of process variant Business Rule.
  15. Choose Save.

Task 2: Validate the Process Variant Selection

Steps

  1. Navigate to Add New Hire to Onboarding.

  2. Complete the following fields:

    FieldValue
    First NameGrace
    Last NameThompson
    Email IDgracethompson@ACEcompany.com
    Hire Date2 weeks from current date
    CompanyACE USA (ACE_USA)
    Hiring Manager IDEve Mansfield
    Event ReasonNew Hire (HIRNEW)
    Locale for New HireUS English
    Add new employee IDEnabled
    Employee IDgthompson
  3. Select Initiate Onboarding.

  4. Confirm the message with OK.

  5. Navigate to Manage Data using Action Search.

  6. In the Search field at the top of the page, select the object type Process from the first dropdown.

  7. In the second dropdown, locate the record with the name gthompson.

    You can type the name in the field to search for the record.

  8. Verify the following on the record detail page:

    • User is set to Grace Thompson
    • Process Variant is set to US Onboarding Process (USONB)
  9. Return to Admin Center.

Summary

To pick this process flow based on any rule, define the conditions by clicking Define Business Rules on the Process Variant Manager dashboard. You use the Select Process Variant scenario in Business Rules.