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Confirmation Processes
Confirmation Processes define the templates used when confirming staff after probation or another qualifying period. They connect the process to relevant staff categories, units, roles, career tracks, and tracking templates.
Concepts
| Field | Meaning |
|---|---|
| Code | The process identifier. |
| Description | The name of the confirmation process. |
| Staff Category | The staff group or category the process applies to. |
| Org Unit | The unit responsible for or affected by the process. |
| Career Track | The career path associated with the process. |
| Org Role | The role context for the process. |
| Tracking Template | The project or task template used to track confirmation work. |
Screenshot: Confirmation Processes list view
How To Create a Confirmation Process
- Go to HCM -> Setup -> Confirmation Processes.
- Click New.
- Enter the process Code and Description.
- Select the applicable staff category, org unit, career track, and org role.
- Select a tracking template if confirmation tasks should be generated or monitored from a template.
- Save the process.
- Review the process before using it for staff confirmation.
Screenshot: Confirmation Process form with org unit, career track, org role, and tracking template fields
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