Create a Contextual Journey

You’re creating a contextual journey that will display to Meg who is a line manager in Vision Corp, Redwood Shores when she’s transferring Elizabeth, her direct report.

The contextual journey is intended to take Meg through the transfer process, complete required tasks, and finally initiate the transfer action.

Before You Start

• Create tasks relevant for the transfer like review of assignment information, meet the new manager, initiate handover of the employee’s responsibilities, watch a video on how to transfer, and start the transfer.
• Since the contextual journey is specific to a specific legal employer and location, you configure those attributes accordingly.

Create a Contextual Journey for Transfer

1. In the Setup and Maintenance work area, go to the Checklist Templates task.
2. Create the Contextual Journey in Checklist Templates with the new category Contextual Journey.
3. Click Add and enter details as described in this table. For other fields, use default values.

   Field	Value
   Name	Contextual Journey for Transfer
   Status	Active
   Country	All Countries
   Category	Contextual Journey
   Context	My Team
   Action Name	Transfer
   Archive After Months	3
   Purge After Months	3
   Completion Criteria	All mandatory tasks completed
   Days for Completion	0

4. Click OK.
5. In the Configure Criteria section, click Add.
6. In the Condition Builder dialog box, click Create Group.

   Field	Value
   Attribute	Legal Employer
   Operator	Equals
   Ignore Case	Leave as is
   Operand Type	Constant
   Operand Value	Vision Corp

7. Click OK. Repeat step 7 to add Redwood Shores for the Location attribute using And as the expression connector.
8. Click OK and Save.

When Meg initiates the Transfer action for Elizabeth Marvey, she navigates to a page where she can preview the tasks in the contextual journey. She clicks Start This Journey to begin the tasks.