Automatic processes: Position planning

Objective

Within the position planning, there are some automated process that can make the HR Manager's life easier. This page will give you an overview on what these are.

Automated processes in position planning

  • As soon as the position is created, the exit risk of the job assignment is retrieved from the Digital Personnel File of the assigned employee, and filled in here.
  • If an employee is currently assigned to a position, the field Current Assignment in the section Position Assignment is set to Yes.
  • If the assignment period expires, this field is automatically set to No.
  • If a new job assignment has already been made for the subsequent period, the field is set to Yes, and the Exit Risk is updated according to the employee now assigned.
  • There is also a workflow called 'Update Name - Position Assignment - HR Management [Multilingual] - xRM1', this real-time process is triggered when a Position Assignment record is created, or, the Position Assignment record fields (Employee, Position, Start Date) change, then updates the name in the Position Assignment record.