How Task Performers and Task Owners are Determined in Journeys

The date when the action becomes effective for certain journey actions is predetermined.

Journey Action	Date When Action Becomes Effective
Add Pending Worker	Proposed start date of the pending worker
Add Assignment Add Temporary Assignment Add Global Temporary Assignment Change Location Change Manager Global Transfer Promote Transfer	First day of the new active assignment
End Assignment Termination End Temporary Assignment End Global Temporary Assignment Termination	Last day of the current active assignment

For example, in a journey for the termination action let's see how the eligibility profile is evaluated and when task performers such as line manager and HR representative are notified of their tasks.

Action and Evaluation	Date
Terminate worker	27-Sep-2023
Last day of active assignment	27-Sep-2023
Inactive assignment start date	28-Sep-2023
Journey eligibility evaluated, task owner and performer determined	27-Sep-2023

What Happens When Offset Days is Specified

You can specify offset days for a task to determine when the task should be evaluated and when task owners and performers should be determined. Say you create a journey for the transfer action which is effective 17-Sep-2023. You have 3 tasks one each for the current manager, new manager, and HR representative. Let's see how the task assignment date changes for each task performer based on the offset values you specify:

Task Details	Task 1	Task 2	Task 3
Name	Complete Performance Appraisal	Set Development Goals	Orientation Session with New Employee
Task Performer	Line Manager	Line Manager	AoR (HR representative)
Offset Days	-3 days	1 day	4 days
Task assigned and notification sent to task performers on	14-Sep-2023	18-Sep-2023	21-Sep-2023
Task performer determined based on offset days	Current Line Manager	New Line Manager	New HR representative