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Configure Business Process Rules

 

 

Click on each attribute to specify its routing criteria. This will decide which user will see the benefits activity in their onboarding. For information on adding criteria details click here.

Benefits activity

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Enter the criteria details and click Save

 

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Follow the same procedure

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for all attributes. Save and apply the Process Revision.

 

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How does benefit activity appear in the New Hire onboarding?

For the benefits to appear in the onboarding process, the New Hire must enroll for company benefits. That means they must choose an 'Yes' for Benefit Elections option. 

If 'No' option is selected, the onboarding process will skip this benefits activity.

 

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Below screenshot shows benefits activity added in the onboarding process for the New Hire.

 

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