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 |
---|---|
|
Proposed start date of the pending worker |
|
First day of the new active assignment |
|
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 |