Configure Custom HR Events

Custom HR events aren’t considered by the Benefits HR Event Generator background job and must be associated with a triggering form.

To configure a custom HR event:

1. Go to Workflow Administration > Workflows > HR Events.
2. Click Add.
3. In the General section, enter a name and, optionally, a description for the HR event.
4. Note: Even though the Description field has an asterisk, it’s required only for employee declarable HR events.
4. Enter a unique value in the Reference Code field.
5. To configure the HR event so that employees can declare it by submitting the Life Event Declaration form, select the Employee Declarable checkbox.
6. To add triggering forms for the HR event, do the following in the Triggering Forms section:
   1. Click Add.
   2. Click in the Form column and use the drop-down list to select the form that you want to add.
   3. Click in the Effective Start column and select or enter the date from which the form will trigger the event.
   4. (Optional) If the HR event expires, after which it shouldn’t be associated with the selected form, click in the Effective End column and select or enter a date.
   5. Repeat these steps to add more triggering forms, as required.
7. To add triggered workflows, repeat the steps that you completed for adding forms but in the Triggered Workflows section.
8. Click Save.