Mass Advance Onboarding Setup Events
- Initiate theOnboarding Setupsubprocess as part of a staffing business process.
- Security:Custom Report CreationandMass Operation Managementdomains in the System functional area.
If managers are busy, they might not complete the
Onboarding Setup
step, which means the
Onboarding
subprocess isn't initiated. You can ensure that the
Onboarding
dashboard is available for new workers in a
timely manner by mass advancing incomplete Onboarding Setup
events to
completion.- Access theCopy Standard Report to Custom Reporttask.Create a custom report based on theOnboarding Setup Events Qualified for Auto Advancestandard report to identify theOnboarding Setupevents you want to advance to completion.
- Access theMass Operation Managementtask.As you complete the task, select:
Option Description Mass Operation TypeSelectAdvance Business Process.Input ReportSelect the custom report you just created.Run FrequencySelect a run frequency. - On theMass Operation Configurationtab, select theSend to Completioncheck box to ensure that the mass operation automatically advances theOnboarding Setupevents to completion.
When the mass operation successfully completes:
- The in progressOnboarding Setupsubprocesses that meet the input report criteria complete.
- Workday initiates the next step in the parent process definition, which should beOnboarding.