Example of Determining Task Performers Only After a Specific Task is Completed

For certain tasks, you may not want to evaluate the task performer when the journey is assigned to the worker.

For example, a worker's Line Manager or Areas of Responsibility (AoR) leaves the organization or has a change in their role before they are assigned the task to perform. In this case, you want to determine the task performer only at the time of actual task assignment.

To determine the task performer, you can use the Task Group feature to create a task group and add tasks to the group that you want the Line Manager or AoR to perform. In this example, as a HR Specialist, you need to create a task group that includes 3 tasks. The Line Manager and AoR need to do these tasks as part of a new hire’s onboarding. You add this task group to an onboarding journey template that you created previously.

Before You Start

1. Create an onboarding journey template titled New Hire Onboarding for Vision Corp.
2. This example assumes you have created these 2 tasks with sequence 1 and 2 respectively in the onboarding journey template. In this case, the task performer is the employee.
   1. Task 1 – Welcome the New Hire
   2. Task 2 – Sign the Confidentiality Agreement

Create the Manager and HR Admin Onboarding Task Group

1. On the home page, click the My Client Groups tab.
2. Click Show More under Quick Actions.
3. In the Journeys Setup area, click Task Groups.
4. On the Task Groups page, click Create.
5. Retain the Create task group option.
6. Enter Manager and HR Admin Onboarding for the task group name.
7. Click Create Draft.
8. On the Overview tab of the Manager and HR Admin Onboarding page, in the Tasks section, click the Add drop-down list and select New Task.
9. Enter the values as indicated in this table for Task 3, Task 4, and Task 5 and click Save. For other fields, use the default values.

   Field	Values for Task 3	Values for Task 4	Values for Task 5
   Task Name	Review Employment Details	Send Welcome Kit	Procure Office Equipment
   Sequence	3	4	5
   Make this task mandatory	Yes	Yes	Yes
   Performer	Line Manager	Line Manager	Area of Responsibility
   Performer Responsibility Type	Not applicable	Not applicable	Human Resource Specialist
   Task Type	Application Task	Manual Task	External URL
   Application Task	Employment Info	Not applicable	Not applicable
   Task URL	Not applicable	Not applicable	https://www.oracle.com
   Duration	5	5	5
   Time Unit	Days	Days	Days
   When does the task expire?	After assigned date	After assigned date	After assigned date
   After how many days?	7	7	7

10. On the Manager and HR Admin Onboarding page, click Activate to activate the task group status.

Include Task Group in Journey: New Hire Onboarding for Vision Corp

1. On the home page, click the My Client Groups tab.
2. Click Show More under Quick Actions.
3. In the Journeys Setup area, click Journey Templates.
4. On the Journey Templates page, search and click the New Hire Onboarding for Vision Corp journey template.
5. On the Overview tab of the New Hire Onboarding for Vision Corp page, in the Tasks section, click the Add drop-down list and select Add Task from Task Group.
6. Enter the values as indicated in this table. The preceding task is Task 2 that you earlier created in the onboarding journey template.

   Field	Value
   Task Name	Manager and HR Admin Onboarding Tasks
   Sequence	3
   Make this task mandatory	Yes
   Preceding Task	Sign the Confidentiality Agreement
   Task Group Name	Manager and HR Admin Onboarding

7. Click Save.

When the New Hire Onboarding for Vision Corp journey is assigned, only the first 2 tasks of the journey template will be assigned to the task performers. After the second task is completed by the task performer, the Manager and HR Admin Onboarding task group will be activated and all the 3 tasks in this task group are assigned to the respective task performers. The task performers for the 3 tasks of the task group are evaluated as of the date when the task group is activated and the tasks are assigned to the line manager and AoR accordingly.