Product / Knowledge Base / 5. Lifecycle Events, Tasks, and Approvals

5. Lifecycle Events, Tasks, and Approvals

User & Administration Guide — Version 1.1.49.0

Guide summary

Lifecycle events cover joiner, mover, and leaver work. Tasks, templates, approvals, and compliance documents hang off those events.

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Lifecycle events

Lifecycle events
Create joiner, mover, and leaver events linked to a worker.

Open Lifecycle events and create a joiner, mover, leaver, rehire, or related event for a worker. A mover needs a department, location, or manager change. A conversion needs the target worker type. Open blocking tasks hold the event and the worker.

Tasks and templates

Onboarding tasks
Tasks carry a due date and an owner.

Tasks track the work with a due date and an owner. Task templates define a reusable set for each lifecycle type so a new joiner does not start from a blank list.

Approvals

Approvals queue
Approvals wait for a named reviewer.

Approvals route joiner, mover, and leaver changes through reviewers. A rejected approval cancels the open event. A workflow rule cannot set a worker status by itself.

Documents

Documents store right-to-work and other compliance evidence. A missing right-to-work document or an unfinished day-one pack blocks Active.