This documentation supports the 25.1 version of BMC Helix for HR Service Management.To view an earlier version, select the version from the Product version menu.

Rules for creating and updating onboarding requests

Out of the box, rules are provided for creating and updating onboarding requests in the onboarding solution. The rules are triggered when an event occurs and corresponding records are updated.

Related topics

Out-of-the-box-content-packs-for-the-onboarding-solution

The following table lists the out-of-the-box rules in the onboarding solution:

Rule

Details

Onboarding Request - Set Permission

  • Record Definition - Onboarding Request
  • Trigger - On Create, On Update, On Import
  • Qualification - On change of Hiring Manager / Recruitment Manager value
  • Update Record - Set Security Label (Write Permission)
  • Customization - Not Allowed

Onboarding - Set request assets reviewed - True

  • Record Definition - Onboarding - Additional Hardware Software 
  • Trigger - After Create, After Update
  • Update Record - Set request assets reviewed (True)

Onboarding - After Update - Location

  • Record Definition - Onboarding Request
  • Trigger - After Update
  • Update Record - Joining Location

Onboarding - After Update - Date Of Joining

  • Record Definition - Onboarding Request
  • Trigger - After Update
  • Update Record - Date Of Joining

Onboarding - After Update - Hiring Manager

  • Record Definition - Onboarding Request
  • Trigger - After Update
  • Update Record -Hiring Manager

Onboarding - After Update - Recruitment Manager

  • Record Definition - Onboarding Request
  • Trigger - After Update
  • Update Record -Recruitment Manager

Onboarding - After Update -  Manager

  • Record Definition - Onboarding Request
  • Trigger - After Update
  • Update Record -Manager

Onboarding Request - On Update

  • Record Definition - Onboarding Request
  • Trigger - On Update
  • Update Record - Update Hiring Manager / Recruitment manager

Onboarding - Additional Assets - Create Record - On Create

  • Record Definition - Onboarding Request
  • Trigger - On Create
  • Create default asset record



 

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