PRO ACTIVE WORKFLOW EXAMPLES
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EXAMPLES OF PRO ACTIVE WORKFLOW#

Happy Birthday message to employees on their birthday.#

Defined Work Flow Action - IMWA#

Action
WF_HAPPY_BDAY
Status
In Production
Triggered in Product
WF_EID
Action Directed To
Employee
Type
Email
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 NameOperatorValueFormat Symbols
Ad Hoc BIRTH_DATEFormatted Equals<<AS_OF_DATE>>ddMM
Ad Hoc EEM_ID.ACTIVE.TERMINATION_DATEIs 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

LineCMDType 1Operand 1OPERType^2Operand 2Type^3Operand 3If GotoElse GotoDescription
10ACTACWF_HAPPY_BDAYLOG$SCURRENT-DATERTEmployee99999 Happy Birthday
99999EXIT


An employee’s student contact will be turning 25 years old next month.#

Defined Work Flow Action - IMWA#

Action
OE STUDENT 2 OLD
Status
In Production
Triggered in Product
WF_ECT
Action Directed To
Specific Employment
Type
Email
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 NameOperatorValueFormat Symbols
Ad Hoc BIRTH_DATEIs Not Null
Ad Hoc BIRTH_DATEFormatted Equals<<AS_OF_DATE>>+1M-25y MMyyyy
Ad Hoc STUDENT_INDICATORIs 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

LineCMDType 1Operand 1OPERType^2Operand 2Type^3Operand 3If GotoElse GotoDescription
10ACTACOE STUDENT 2 OLDLOG$SAS-OF-DATERT4203299999 <<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.
99999EXIT

Remind employees the Open Enrollment period will be closing in a week’s time. #

Defined Work Flow Action - IMWA#

Action
OE REMINDER
Status
In Production
Triggered in Product
WF_BOEE
Action Directed To
Employee
Type
Email
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 NameOperatorValueFormat Symbols
Ad Hoc BOE_ID.ELECTION_CLOSE_DATEFormatted Equals<<AS_OF_DATE>>+7ddMMyyyy
Ad Hoc ELECTION_STAGEIs Not Null01

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

LineCMDType 1Operand 1OPERType^2Operand 2Type^3Operand 3If GotoElse GotoDescription
10ACTACOE REMINDERLOG$SCURRENT-DATERTEmployee99999 <<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.
99999EXIT