Content package for BMC Helix Business Workflows

BMC Helix Business Workflows provides a rich content package in your tailoring environment that includes a number of case, task, email, document, and notification templates. The templates are ready-to-use samples that make it easy for organizations to implement common processes and standards with minimum effort.

The case templates provided define the tasks, both manual and automated, and the processes required to complete a business use case. For example, the case template provided for a new hire onboarding includes all the tasks and processes starting from a manager raising a requisition for a position to the onboarding tasks performed when the shortlisted candidate joins the organization.

As a case business analyst, you can copy the case and task templates, update the Company name and associated processes to align to your organization's processes and line of business, and seamlessly implement them in your production environment. You must create the content in your tailoring environment and test it in your QA environment before you deploy it into production.

(Version 20.08) As a case business analyst, you can copy the case and task templates, update the Company name and associated processes to align to your organization's processes, and seamlessly implement them in your production environment. You must create the content in your tailoring environment and test it in your QA environment before you deploy it into production.

(Version 20.08.01) BMC Helix Business Workflows provides the following content packages for two lines of business:

BMC Sample Human Resource
BMC Sample Finance

Important

BMC provides these out-of-the-box content package as reference material and does not support this content.

Important (Version 20.08.01)

For case and task templates, create a copy of the templates in a line of business, and customize them. Do not modify the templates in the content package.
For notification templates, create new templates in a line of business based on the out-of-the-box notification templates.
For using templates in another line of business, create new templates by referring the out-of-the-box notification templates.
You cannot copy a template from a line of business to another line of business.

Important (Version 20.08)

For case and task templates, create a copy of the templates, and customize them. Do not modify the templates in the content package.
For notification templates, create new templates based on the out-of-the-box notification templates.

The email and notification templates define standard formats for email replies or notifications to be sent for important events. You can create new templates specific to your organization based on the content templates.

You can recreate and customize the templates to implement numerous core business use cases.

BMC Sample Human Resource content package includes the following case and task templates:

Case Template	Task Template
401K Status	NA
Access to HR courses	HR Courses WebSite
Advance Salary	Advance Salary Process
Benefit and Pay	Reward and Recognition Task
Career Path Framework	NA
Change My Address	Verify the Address Change Update Address in HCM System
Change My Legal Name	Review Supporting Documentation Autom. Update of Name Info in HCM System Journal Entry
Change position details	NA
Compliance and Ethics Check	Code of Conduct
Compliance and Ethics: Misconduct	Ethics and Compliance Case Received Ethics and Compliance Committee Formation Witness Details Committee Decision Case Close Insufficient Evidence Employee Warned OR Terminated POSH Notification To Stakeholder
Dental Benefits Question	NA
Employee Complaint Against Manager	NA
Employee Recognition	Employment Verification Review
Employee Relocation Request	Relocation: Verification Relocation: Confirmation
Employee Resignation	Send Exit Document to HRBP Manager One on One Meeting between HRBP and Employee and share exit docs HR Manager Approval after HR and Employee one on one discussion Update employee exit details into Oracle Notify internal departments eg. AskHr, Payroll, IT IT Assets submission on Employee Exit Review and upload Exit docs received from employee Provide Service Certificate to Employee Provide F&F settlement to employee
Ergonomic Assessment	NA
Fixed Term Contract End	Provide F&F settlement to employee
Flexible working and career break	Reward and Recognition Task
Generate Employee Verification Letter	Employment Verification Review Generate Employment Verification Letter
Generate Visa Letter	Pull Visa Letter Details Review Visa Letter Request Generate and send visa letter
Get Time Off Balance from Workday	Workday - Get Employee Time Off Balance
Gym Reimbursement	Gym Reimbursement Form
Hire Foreign Employee	NA
Inquiry for Education Assistance Plan	Send Education Assistance Plan Document
Insert a Merit Increase	NA
International Employee Transfer	Immigration
Job Requisition	Review Requisition Job Posting
Jury Duty	NA
Life Changing Event	NA
Maternity Leave Request	Maternity leave last date Send FormA Notification Of Maternity Leave
New Hire	Send shortlisted candidate CV's to hiring manager and seek interview feedback Set status reason to Interview InProgress Get the finalized candidate details Set Status Reason To Candidate Finalized Download the fitment details form from document library and Fill the fitment details for finalized candidate. Attach the fitment details for finalized candidate Set Status Reason To Fitment Details Generated Incorporate review comments on fitment details if any and then attach final fitment details for finalized candidate Generate and send offer letter for approval to HR business partner and then send to candidate on approved Follow up with the candidate and get acceptance from candidate Set Status Reason To Offer Rejected Set status reason to Offer Accepted Generate employee id for new candidate Confirmation from on-boarding team on candidate joining New joinee auto email send every week to on-boarding team Send email to manager with employee id and joining date. Get the buddy details and update the buddy details. Send intimation email to stakeholder team about on-boarding of new candidate Create IT assets for new candidate Set Status Reason To Candidate On-boarded Set Status Reason To Candidate Declined Handover IT assets to newly joined candidate
Overpaid / Underpaid	NA
Paid Time Off Request	Update PTO Calendar
Paternity Leave and Pay	NA
Request Leave of Absence in Workday	Workday - Request Leave of Absence
Request vacation time from Workday	Check Time Off from Workday using Jitterbit
Retirement process	Send Exit Document to HRBP Manager
Reward and Recognition	Reward and Recognition Task
Send Document to Adobe Sign	Send Document to Adobe Sign
Spot Bonus Request for HR LOB	Verify Achievements Notify Spot Bonus to Payroll team
Tuition Reimbursement	NA
Unclassified HR Case	NA
Update employee Home Address in Workday	Workday - Update Employee Address
Update Legal Name in Workday	Workday - Update Employee Legal Name

BMC Sample Finance content package includes the following case and task templates:

Case Template	Task Template
Cost Center Changes	NA
Gym Equipment Maintenance	Send Gym Reimbursement Form
Internal Audit	NA
Need Financial Statement	NA
Process Expense Reports	Issue Checks File Report
Processing Claimed Expenses	Employee Bank Details Audit Expense Claim Expense Claim Payment Instruction
Received Invoice	Review Invoice Create Voucher Make Payment
Received Payment	Make Copies of All Checks Make Bank Deposits
Request for Advance Salary	Employee Bank Details Verify Advance Salary Pre-requisites Cancel the case Advance Salary Instruction Advance Salary Recovery
Send to Collection	Verify Delinquent Accounts Create Payments Schedule

Example: Using the New Hire onboarding template

BMC Helix Business Workflows provides the New Hire onboarding case template. The case flow is described in the following figure:

To use the New Hire onboarding case template:

As a case business analyst, create a copy of the New Hire template and update the Case Company and Assignment fields in the template.
Review the task flow and update the process elements defined in the task flow process as per your organization's processes. If any of the elements use notification templates, create new notification templates for your organization and update the references in the process elements of the task flow.
Save the template.
(Version 20.08.01) Grant case business analysts and case agents the line of business functional role so that they can access the template.

You can now use this template for creating new hire onboarding tasks. The process defined in the template simplifies the process for onboarding a new hire, from the time a requisition is opened, till a candidate is hired or the requisition is closed.

Content package for BMC Helix Business Workflows

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