Create a new HCM Journey

The next step in the setup of the HCM Journey Booster use case, is the setup and configuration of the Journey within HCM to trigger and monitor the process. Log into the instance of HCM with a user that has the Role Manage Journey By HR. (PER_MANAGE_JOURNEY_BY_HR_PRIV) Allows HR specialists to access and manage worker journeys.

Register Process in HCM Journeys

1. In the Setup and Maintenance work area, select Functional Area Workforce Information
2. Select the Checklist Integration
   

   This will open the Configure Checklist Integration page listing any existing integrations configured for HCM Journeys.

3. Select Add which will open the Integration Details page.
4. Enter the values as shown in the table.

   Field	Type	Value
   Integration Category	Drop down	Process Automation
   Integration Type	Drop down	Structure process
   Integration Code	Text entry	uniformSelection/td>
   Application Name	Drop down	EmployeeUniformRequest
   Process Name	Drop down	UniformSelection

5. Check the Enable and send information for process automation integration
6. Select Validate

   HCM Journeys will return a status of Success under Validate Integration Details

   

7. Select Save and Close

Create a journey using an OPA Process

1. In the Setup and Maintenance work area, go to the following:
   • Functional Area: Workforce Information
   • Task: Checklist Templates
     
2. On the Checklist Templates page, click Create to open the Create Checklists page.
   
3. On the General tab, enter the values as shown in the table.

   Field	Type	Value
   Name	Text	Uniform Request
   Description	Text	This Journey is used to make a new employee uniform request.
   Category	Drop down	Person

   All other values can be left as default.

4. Select Save
5. Select Tasks from the menu and then to create a new task.
6. On the Create Task page, enter the values as shown in the table

   Field	Type	Value
   Name	Text	Initiate Uniform Request
   Sequence	Text	1
   Description	Text	This task starts the uniform request process
   Required	Check	Checked
   Task Type	Drop down	Process Automation
   Process Section	Drop down	Process Section 1 – Start Process
   Process Configuration	Drop down	Employee Uniform Request

   All other values can be left as default.

7. Select Save and Close
8. Next click to create another new task.
9. On the Create Task page, enter the values as shown in the table

   Field	Type	Value
   Name	Text	Check the uniform request process status
   Sequence	Text	2
   Description	Text	This task checks the status uniform request process
   Required	Check	Checked
   Task Type	Drop down	Process Automation
   Process Section	Drop down	Process Section 2 – Check Process Status
   Process Configuration	Drop down	Employee Uniform Request

   All other values can be left as default.


10. Select Save and Close, returning to the Tasks list for the Checklist Uniform Request Journey template.
11. On the General tab, select Active for the status of the checklist.
12. Select Save and Close, returning to the Checklist Templates summary page.

Next Tutorial

Assign HCM Journey to employee