Example of Configuring Completion Criteria for a Journey Task
You can define rules for journey task completion based on data in the supported application objects. For example, you can define rules to ensure that a new hire has submitted the required data before marking their journey task as complete.
Application Task or Quick Action | Business Object | Attribute |
---|---|---|
Personal Details | Worker Name | Last Name |
First Name | ||
Title | ||
Worker Name Prefix | ||
Suffix | ||
Middle Name | ||
Honors | ||
Preferred Name | ||
Previous Last Name | ||
Worker Name Info1 through Worker Name Info30 | ||
Personal Details | Disability Info | Country |
Personal Details | Ethnicity | Ethnicity |
Personal Details | Demographic | Gender |
Highest Education Level | ||
Marital Status | ||
Personal Details | Religion | Religion |
Personal Details | National Identifiers | National Identifier Type |
Personal Details | Biographical Info | Country of Birth |
Date of Birth | ||
Contact Info | Phone Details | Phone Type |
Contact Info | Email Details | Worker Email Type |
Contact Info | Address | Address Type |
Family and Emergency Contacts | Worker Contact Relationship | Emergency Contact |
Primary Contact | ||
Relationship | ||
Family and Emergency Contacts | Worker Contact Legislative Data | Gender |
Emergency Contact | ||
Primary Contact | ||
Relationship | ||
Family and Emergency Contacts | Contacts | Date of Birth |
Emergency Contact | ||
Primary Contact | ||
Relationship | ||
Family and Emergency Contacts | Worker Contact Name | Last Name |
First Name | ||
Title | ||
Worker Name Prefix | ||
Suffix | ||
Middle Name | ||
Honors | ||
Preferred Name | ||
Previous Last Name | ||
Worker Name Info1 through Worker Name Info30 | ||
Emergency Contact | ||
Primary Contact | ||
Relationship | ||
Family and Emergency Contacts | Worker Contact Email | Worker Email Type |
Emergency Contact | ||
Primary Contact | ||
Relationship | ||
Family and Emergency Contacts | Worker Contact Phone | Phone Type |
Family and Emergency Contacts | Worker Contact Address | Address |
Emergency Contact | ||
Primary Contact | ||
Relationship | ||
Identification Info | Citizenship | Citizenship |
Status | ||
Identification Info | Passports | Issuing Country |
Type | ||
Identification Info | Visas and Permits | Issuing Country |
Visa Permit Type | ||
Visa Permit Status | ||
Identification Info | Drivers Licenses | Issuing Country |
License Type | ||
License Suspended | ||
Payment Methods | Bank Accounts | Bank Account Type |
Payment Methods | Payment Methods | Payment Amount Type |
Navigate to Task
- On the application home page, click the My Client Groups.
- Click Show More after the list of quick actions.
- Click the Checklist Templates quick action in the Employment area.
- Search and click the Onboarding Journey name.
On the Message tab, ensure that the Processing Mode is set as Alerts based notification.
- Click the Tasks tab, and then click the Review and update contact information task.
Configure Completion Criteria for Legal Employer Attribute
- Select Contact Info in the Application Task list.
- Click the Add icon in the Configure Completion Criteria section.
- Select the Address business object.
- Click the Edit icon for person criteria.
- Click Create Group.
- Specify values as indicated in this table. Where no value is indicated, use
the default.
Field Value Attribute Legal Employer Operator Equals Ignore Case Leave as is Operand Type Constant Operand Value Vision Corporation - India - Click OK.
Configure Completion Criteria for Address Type Attribute
- Click the Edit icon for object criteria in the Configure Completion Criteria section.
- Click Create Group.
- Specify values as indicated in this table. Where no value is indicated, use
the default.
Field Value Attribute Address Type Operator Equals Ignore Case Leave as is Operand Type Constant Operand Value Home Address - Click OK.
- Enter this text for the error message: You need to provide your home address to complete this task.
- Click Save and Close.
- The error message is displayed on the journeys task page when the new hire tries to mark the task as Done without providing their home address as part of the onboarding journey.
Translate Error Message
- On the Tasks tab, click the Confirm Personal Information task.
- If you want to translate the error message to another language than the base language, click the Translation Editor icon next to the Error Message field.
- Enter the translated text for the error message in the preferred language field, and then click OK.
Points to Consider
- The Configure Completion Criteria feature doesn’t automatically mark the journey task as complete, but only validates whether the required data is provided.
- You can configure the completion criteria only for responsive application tasks that are supported by the Configure Completion Criteria feature.
- The configuration is honored when you complete a journey task using REST API.
- The task completion criteria validation is applicable only when the user marks the task as Done. It's bypassed for other actions, such as marking the task as Not Applicable, or force completing the journey.
- The task completion criteria validation is bypassed when the task automatically expires.
- The task completion criteria validation is bypassed when you complete a journey task using HCM Data Loader.
- If there is more than 1 completion criteria on the same journey task and all of them have individual validation messages, only 1 validation message will be shown at a time.