{"id":11298,"date":"2023-04-10T10:39:49","date_gmt":"2023-04-10T10:39:49","guid":{"rendered":"https:\/\/testv32.demowebsitelinks.com\/parallel\/?p=11298"},"modified":"2023-04-10T18:46:58","modified_gmt":"2023-04-10T18:46:58","slug":"acumatica-automation-how-to-create-employee-onboarding-tasks-automatically","status":"publish","type":"post","link":"https:\/\/testv32.demowebsitelinks.com\/parallel\/2023\/04\/10\/acumatica-automation-how-to-create-employee-onboarding-tasks-automatically\/","title":{"rendered":"Acumatica Automation \u2013 How to Create Employee Onboarding Tasks Automatically!"},"content":{"rendered":"

Gain visibility with Acumatica tasks<\/strong>\u200b<\/h2>\n
\u200bTasks in Acumatica provide a convenient way to provide visibility and accountability in an organization.
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\nRecently we had a requirement to keep track of employee training and other on-boarding requirements.\u00a0 Previously this information was kept siloed on a spreadsheet. \u00a0In this blog I\u2019ll explain how Acumatica tasks can be used for this purpose.\u00a0 By using business events, tasks can even be created automatically based on the employee department.<\/div>\n

Create training tasks manually<\/strong><\/h2>\n
It\u2019s easy to create tasks manually using the \u201cCreate Task\u201d button from the employee screen.\u00a0\u200b
\nHere we can see that Todd has been assigned to safety and harassment training.<\/div>\n
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Automating task creation<\/strong><\/h2>\n
\u200bWhile easy to do, manual creation is error prone and requires human intervention.\u00a0 In order to automate the creation of these tasks, we will define the required training tasks by department.\u00a0 These templates can then be used to copy the assigned trainings to a new employee based on their department.<\/div>\n

Create user defined fields and templates<\/strong><\/h2>\n
In 2022 R1 Acumatica introduced the capability to add user-defined fields on tasks.
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\nIn this example, we have defined two user-defined fields.\u00a0 These fields are used to specifiy that the task is a template and that the \u201cSafety training for welders\u201d training is required for employees in the \u201cWELD\u201d department.<\/div>\n
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Using a generic inquiry on the CRActivity data access class we can provide a list all of the training requirements by department.\u00a0 This will be useful for the Quality Manager to maintain the list of required trainings.<\/div>\n
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Create a Generic Inquiry to provide the input for the business event<\/strong><\/h2>\n
Next we configure a generic inquiry to retrieve the list of trainings that are required for each employee.\u00a0 This is the data source or input for the Business Event.
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\nIn the GI, join the CREmployee.departmentID with the DEPT attribute from the CRActivity (the task record).<\/div>\n
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\u200bIn the conditions we filter to retrieve only the template records.<\/div>\n
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Configure a Business Event to create tasks based on the Generic Inquiry<\/strong><\/h2>\n
Our business event will fire whenever a new record is inserted or the Department is changed on an existing record.<\/div>\n
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\u200bSubscribers tell Acumatica what to do when a Business Event is triggered.\u00a0 In this case we would like to create a task.<\/div>\n
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\u200bThe task template has fields available to specify the formulas for the subject, body, and other fields of the new task.\u00a0 We can use the information on the templates and copy it to the new record.<\/div>\n
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\u200bThis is where all of the magic happens.\u00a0 We can use a formula to set the due date to one month from today, or whatever meets our business needs.<\/div>\n
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And that\u2019s all there is to it!\u00a0 When a new employee is added the event fires automatically and creates the required tasks.<\/p>\n

If you\u00a0 have questions about Acumatica Automation or Business Events, please don’t hesitate to give us a call at 440-498-9920<\/strong> or contact us.\u00a0<\/strong><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

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