Configure Service Activities for an HR Service

If the fulfillment type of an HR service is set to Service Activity, you must configure one or more service activities. Service activities can be approvals, tasks, or child HR services.


Before you begin

  • Role required: sn_hr_core.admin

Procedure

  1. Navigate to All > HR Administration > HR Services > HR Service Configuration.
  2. Open the HR service.
  3. In the Fulfillment type field, verify that the value is set to Service Activity.
    • Once set, the Service Activities section appears at the bottom of the HR service form.
  4. Scroll to the bottom of the HR service form and open the Service Activities list.
  5. Click New or open an existing record.
  6. On the Service Activity form, configure one of the following activity types:
    • Approval
    • Task
    • Child HR Service

Configure an Approval

Approvals require one or more users to approve the case before it can proceed.

  1. On the Service Activity form, set Activity type to Approval.
  2. Complete the fields as appropriate:
FieldDescription
Activity typeSet to Approval
NameName of the service activity
Missing any approverAction if any approver is missing: • Select replacements • Skip missing • Close incomplete
Missing all approversAction if all approvers are missing: • Select replacements • Close incomplete
Wait forCondition to complete approval: • Anyone to approve • Everyone to approve • First response from anyone
On rejectionAction if approval is rejected: • Allow resubmit of approvals • Close incomplete
Parent HR serviceAuto-filled with parent HR service
OrderDetermines sequence. Lower numbers execute first. Identical order numbers execute in parallel.
Approvers from caseUser fields from HR case used as approvers
Approver usersSpecific users who must approve
Approver groupsGroups who must approve

Note:

  • The current service activity must be closed, completed, accepted, or rejected before the next becomes available.
  • To reject an approval, users must have the HR case writer [sn_hr_core.case_writer] role.
  • When rejected, the assigned user can resubmit the approval with work notes or comments.
  1. Click Submit or Update on the Service Activity form.
  2. Click Update on the HR Service form.

Configure a Task

Tasks are service activities linked to HR task templates.

  1. On the Service Activity form, set Activity type to Task.
  2. Complete the fields as appropriate:
FieldDescription
Activity typeSet to Task
Child task templateThe HR task template used for the activity (auto-populates HR task fields when generated)
NameName of the service activity
Parent HR serviceAuto-filled with parent HR service
OrderDetermines sequence. Service activities with the same order number are grouped; approvals in the group run first
  1. Click Submit or Update on the Service Activity form.
  2. Click Update on the HR Service form.

Configure a Child HR Service

This option links a service activity to another HR service.

Note: Available only if the Human Resources Scoped App: Lifecycle Events (com.sn_hr_lifecycle_events) plugin is activated.

  1. On the Service Activity form, set Activity type to Child HR Service.
  2. Complete the fields as appropriate:
FieldDescription
Activity typeSet to Child HR Service
Child HR serviceName of the child HR service associated with the activity
NameName of the service activity
Parent HR serviceAuto-filled with parent HR service
OrderDetermines sequence. Lower numbers run first; identical order numbers run in parallel
  1. Click Submit or Update on the Service Activity form.
  2. Click Update on the HR Service form.

✅ Now your HR service is fully configured with service activities.

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