1. Implementing and Using Journeys
  2. Journey Allocation Criteria

Journey Allocation Criteria

You can set the criterion while assigning journeys.

Here's how the criteria impacts assigning of journeys:

The journey is assigned if it meets the specified criteria. Select one of these criterion to determine when the journey will be assigned:
  • Allocated manually, or when the record is created or approved: The journey can be assigned manually or based on the action. For example, if a transfer action record is created on 16-Sep-2023 and the transfer is effective on 19-Sep-2023, it will be assigned on 16-Sep-2023 which is the date on which the record was created.
  • When the checklist action record becomes effective: The value entered in the Days for Initiation field will determine the number of days before or after which the action occurs to assign the journey. The journey is assigned based on the action. For example, if a transfer action record is created on 16-Sep-2023 and effective on 19-Sep-2023, it will be assigned on 19-Sep-2023 which is the date on which the action record is effective. If you enter 2 in the Days for Initiation field, it will be assigned on 21-Sep-2023 which is 2 days after the effective date. If you enter -1 in the Days for Initiation field, it will be assigned on 18-Sep-2023 which is 1 day before the effective date.
Here are some points to consider:
  • A journey is automatically triggered only if the HRC_DISABLE_HCM_EVENTS_PROCESSING profile option is set to N.
  • If you configured the allocation criteria as When the checklist action record becomes effective and Days for Initiation as 1, the journey is assigned at 00:00 system time (when the next day starts) once the allocation criteria is met.
  • Consider this scenario. You configured the allocation criteria differently in multiple enterprise step journeys within the same enterprise onboarding journey. In this case, if you configure the allocation criteria for any enterprise step journey as Allocated manually, or when the record is created or approved, then the journey will be assigned as per this criterion.