Guidelines for Configuring When and Why Rules

This table lists the points to consider when you use rules for the When and Why business object:

Serial Number Field Rule Usage Rule Type Sections Impacted Tips and Considerations
1 Effective Date To default the effective date in the When and Why section of employment flows. Object Defaulting When and Why
  • The defaulting by the rule takes precedence over the default value that's set by the ORA_PER_EMPL_DEFAULT_EFFECTIVE_DATE profile option.
  • The effective date will be defaulted only the first time when the user visits the When and Why section of these employment update flows: Promote, Local and Global Transfer, Transfer, Change Assignment, Change Location, and Change Manager.
  • If the ORA_PER_EMPL_DEFAULT_EFFECTIVE_DATE profile option value is set to Y and no autocomplete rule is defined, the effective date will be defaulted to the current system date.
  • The ORA_PER_EMP_RETAIN_CHANGES profile option value is set to N and the autocomplete rule is defined to default the effective date. In this case, if the user manually changes the effective date in the employment flow, the new date value will be retained.
  • You can’t default the effective date by using an autocomplete rule based on a modified field in the employment transaction page. This is because each time the transaction date is modified in the page or the ORA_PER_EMP_RETAIN_CHANGES profile option value is enabled (set to Y), the transaction is rolled back and the changes are re-populated.
  • The effective date won’t be defaulted when you resume an employment transaction after saving it, or when the employment transaction is edited by an approver.
  • The defaulting by the autocomplete rule isn’t supported in HCM Data Loader and REST API.
  • You can’t default the effective date for the Create Work Relationship and Convert Pending Worker flows.