EXAMPLES OF PRO ACTIVE WORKFLOW#
Happy Birthday message to employees on their birthday.#
Defined Workflow Action - IMWA#
- Action
- WF_HAPPY_BDAY
- Status
- In Production
- Triggered in Product
- WF_EID
- Action Directed To
- Employee
- Type
- Type Reference
- Admin@highlinecorp.com
- Description
- Happy Birthday
Define Where Clause - IMWC#
- Data Source
- P2K_HR_IDENTITIES
- Where Clause
- BIRTHDAY
- Usage
- User Defined
- Description
- Happy Birthday
| Type | Predefined | Column Name | Operator | Value | Format Symbols |
|---|---|---|---|---|---|
| Ad Hoc | BIRTH_DATE | Formatted Equals | <<AS_OF_DATE>> | ddMM | |
| Ad Hoc | EEM_ID_ACTIVE.TERMINATION_DATE | Is Null |
Defined User Calc - IMUC#
- User Calc
- WF_HPPY_BDAY
- Description
- Happy Birthday user calc
- Product
- WF_EID
- User Calc Type
- Calculation
- Return Value
- Char
- Usage
- Pro-Active WF
| Line | CMD | Type 1 | Operand 1 | OPER | Type^2 | Operand 2 | Type^3 | Operand 3 | If Goto | Else Goto | Description |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 10 | ACT | AC | WF_HAPPY_BDAY | LOG | $S | CURRENT-DATE | RT | Employee | 99999 | Happy Birthday | |
| 99999 | EXIT |
An employee’s student contact will be turning 25 years old next month.#
Defined Workflow Action - IMWA#
- Action
- OE STUDENT 2 OLD
- Status
- In Production
- Triggered in Product
- WF_ECT
- Action Directed To
- Specific Employment
- Type
- Type Reference
- Admin@highlinecorp.com
- Description
- An Employee's student has reasched the maximum age
Define Where Clause - IMWC#
- Data Source
- P2K_HR_CONTACTS
- Where Clause
- OE STUDENT 2 OLD
- Usage
- User Defined
- Description
- Student turning 25 next month
| Type | Predefined | Column Name | Operator | Value | Format Symbols |
|---|---|---|---|---|---|
| Ad Hoc | BIRTH_DATE | Is Not Null | |||
| Ad Hoc | BIRTH_DATE | Formatted Equals | <<AS_OF_DATE>>+1M-25y | MMyyyy | |
| Ad Hoc | STUDENT_INDICATOR | Is Not Null |
Defined User Calc - IMUC#
- User Calc
- WF_OE_STUD_2_OLD
- Description
- Email to Admin that a Student recipient is turing 25
- Product
- WF_ECT
- User Calc Type
- Calculation
- Return Value
- Char
- Usage
- Pro-Active WF
| Line | CMD | Type 1 | Operand 1 | OPER | Type^2 | Operand 2 | Type^3 | Operand 3 | If Goto | Else Goto | Description |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 10 | ACT | AC | OE STUDENT 2 OLD | LOG | $S | AS-OF-DATE | RT | 42032 | 99999 | <<EID.FIRST_NAME>> <<EID.FIRST_NAME>> student child recipient, <<ECT.FIRST_NAME>> <<ECT.LAST_NAME>>, is turning 25 next month. The Student will surpass the maximum student age defined for the benefit. | |
| 99999 | EXIT |
Remind employees the Open Enrollment period will be closing in a week’s time. #
Defined Workflow Action - IMWA#
- Action
- OE REMINDER
- Status
- In Production
- Triggered in Product
- WF_BOEE
- Action Directed To
- Employee
- Type
- Type Reference
- Admin@highlinecorp.com
- Description
- Reminder that OE Period is closing in 1 week
Define Where Clause - IMWC#
- Data Source
- P2K_BE_OPEN_ENROLLMENT_EES
- Where Clause
- OE REMINDER
- Usage
- User Defined
- Description
- Reminder to EEs that OE period is closing in 1 wk
| Type | Predefined | Column Name | Operator | Value | Format Symbols |
|---|---|---|---|---|---|
| Ad Hoc | BOE_ID.ELECTION_CLOSE_DATE | Formatted Equals | <<AS_OF_DATE>>+7 | ddMMyyyy | |
| Ad Hoc | ELECTION_STAGE | Is Not Null | 01 |
Defined User Calc - IMUC#
- User Calc
- WF_OE_REMINDER
- Description
- Email reminder that OE Close Date 1 wk away
- Product
- WF_BOEE
- User Calc Type
- Calculation
- Return Value
- Char
- Usage
- Pro-Active WF
| Line | CMD | Type 1 | Operand 1 | OPER | Type^2 | Operand 2 | Type^3 | Operand 3 | If Goto | Else Goto | Description |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 10 | ACT | AC | OE REMINDER | LOG | $S | CURRENT-DATE | RT | Employee | 99999 | <<EID.FIRST_NAME>> <<EID.LAST_NAME>>. <<BR>> This is a reminder that the benefit open enrollment period will be closing on <<BOE.ELECTION_CLOSE_DATE>>. Please ensure that you make your election decisions and submit your choices on or before that date. | |
| 99999 | EXIT |
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