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 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.
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.
Some key Human Resources (HR) business use cases include:
- New Hire onboarding
- Compliance and Ethics: Misconduct
- Maternity leave request
- Employee Exit process
- Spot Bonus request
- Gym reimbursement
- Visa letter request
Some key Finance business use cases include:
- Advanced salary process
- Processing expense report
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.
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.
Related topic
Exporting-and-importing-content-packages-to-move-customized-data-between-environments.