Configure page options
| Setting | Description |
|---|---|
| HR Request Finalize TIme |
Picklist and Run Now button. The daily time on the 24 hour clock when employment change requests (HR Requests) are finalized. Finalization runs as a batch at the time you select. Before a request can be finalized, it must:
Select the picklist and choose the hour of the day you want the finalization batch to run. To queue a finalization batch immediately, without waiting for the next scheduled batch run time, select Run Now. To configure the number of requests processed per Finalize Batch – only used if you are experiencing timeout errors when processing large numbers of requests at one time - use the HR Requests Per Finalize Batch setting in the HR Requests section of the HCM Configure page. |
| HR Requests Per Finalize Batch |
Number, maximum value = 200, default value = 200. The number of HR Requests to process in each Finalize batch, defaults to 200. A batch size of 200 is likely to complete more quickly, but is also more likely lead to timeout errors, and can make it more complicated to identify where the issue is if the Finalize batch fails. If the batch fails, none of the requests included in it is finalized. If the batch size is 1, processing all the requests pending finalization can take longer than processing a larger batch size, but it is easier to identify an issue if the batch fails. If you need to configure the batch size enter a value from 1 to less than 200, otherwise leave blank. |
Policy options
| Option | Description |
|---|---|
|
HR Requests |
Checkbox. If checked and an HR Request WX Process is active, the legacy HR Requests process is available for managers as a WX process when viewing a direct report's details. If unchecked, the legacy HR Requests process is not available to managers. |
Field sets
In the legacy HR Requests process, the fields to appear in HR Requests are controlled entirely by Field Sets.
HR Request object
| Field Set | Purpose |
|---|---|
|
Additional Information |
Fields displayed in all employment details change requests created using the legacy HR Requests WX Process and People Management Workflow.
|
| Combo Fields |
Lookup fields displayed as combo boxes in the WX New Employment Details Change form to ease field completion and improve accuracy. Lookup fields can be referenced from the Bonus, Employment Record, Salary, and Team Member objects. |
|
Pick Lists |
Fields displayed as picklists in the WX New Employment Details Change form to enable item selection. Available fields include text fields for:
Lookup fields added to the Pick Lists Field Set do not display as picklists. |
The HR Request Additional Information Field Set contains fields displayed at the bottom of the Details section of the WX New Employment Details Change page for legacy HR Requests.
By default, Lookup fields included in the Additional Information Field Set display as picklists. You can convert these fields to use combo box functionality by adding them to the HR Request Combo Box Field Set.
You can also display text fields included in the Additional Information Field Set as picklists - add the text field to the HR Request Pick Lists Field Set.
Team Member object
| Field Set | Purpose |
|---|---|
| WX HR Request |
Fields displayed to a manager in the WX New Employment Details Change View, at the top of the Details section. Fields from this Field Set are also displayed to a manager when initiating an approval from WX Actions. Not used for People Management Workflow. |
Employment Record object
| Field Set | Purpose |
|---|---|
| WX HR Request |
Fields displayed to a manager in the WX New Employment Details Change View, in the Details section. Fields from this Field Set are also displayed to a manager when initiating an approval from WX Actions. Not used for People Management Workflow. |
Salary object
| Field Set | Purpose |
|---|---|
| HR Request |
Salary fields displayed to a manager in the WX New Employment Details Change View, in the Details section. Fields from this Field Set are also displayed to a manager when initiating an approval from WX Actions. Not used for People Management Workflow. |
Bonus object
| Field Set | Purpose |
|---|---|
| HR Request |
Bonus fields displayed to a manager in the WX New Employment Details Change View, in the Details section. Fields from this Field Set are also displayed to a manager when initiating an approval from WX Actions. Not used for People Management Workflow. |
Field set fields on the legacy HR Requests details page
Picklist values
For salary related HR Requests, on finalization a value selected from this picklist is copied to the Salary object Change Reason field if that picklist contains a matching value.
To edit these default picklist values:
-
Go to Setup and select the Object Manager tab.
-
Select object, select the picklist field, go to the Values related list.
Default picklist values for the Reason field, HR Request object:
-
Promotion
-
Job Change
-
Team Member Requested
-
Transfer
-
Cost of Living
-
Contract Change
Default picklist values for the Bonus Reason field, HR Request object:
-
Performance
-
Commission
-
Special
Object fields
Use Setup > Platform Tools > User Interface > Translation Workbench > Override, or in Salesforce Classic interface, Setup > Administration Setup > Translation Workbench > Override to rename these custom fields.
| HR Request object (HCM) | |
|---|---|
| Default field label | Field type |
| Annual Multiplier | Number (12,4) |
| Approved Date | Date |
| Basis | Text (80) |
| Bonus % | Percent (5,2) |
| Bonus Amount | Currency (16,2) |
| Bonus Reason | Picklist |
| Currency | Lookup (Exchange Rate) |
| Department Approver | Lookup (User) |
| Effective Date | Date |
| Employment End Date | Date |
| Employment Record | Master-Detail (Employment Record) |
| Employment Status | Text (80) |
| Finalized Date | Date |
| Grade | Text (80) |
| Hours Worked | (3,1) |
| HR Department | Formula (Text) |
| Item To Change | Text (255) |
| Job | Lookup (Job Library Item) |
| Last Currency Recalculation | Date/Time |
| Location | Text (255) |
| Manager | Lookup (User) |
| New Manager | Lookup (Team Member) |
| New Value Name | Text (255) |
| One Down Manager | Lookup (User) |
| One Up Manager | Lookup (User) |
| Period | Text (80) |
| Rationale | Long Text Area (32000) |
| Reason | Picklist |
| Rejected Date | Date |
| Salary Amount | Currency (16,2) |
| Salary Amount Reporting | Currency (16,2) |
| Salary Increase | Formula (Currency) |
| Salary Increase % | Percent (5,2) |
| Salary Increase Reporting | Formula (Currency) |
| Status | Formula (Text) |
| Submitted Date | Date |
| Team | Text (255) |
| Team Member | Formula (Text) |
| Three Down Manager | Lookup (User) |
| Top Manager | Lookup (User) |
| Trigger Currency Recalculation | Checkbox |
| Two Down Manager | Lookup (User) |
| Two Up Manager | Lookup (User) |
Record types
None.
Action events
|
Event |
When sent |
|---|---|
| Approve | When an |
|
Draft |
When an |
|
Finalize |
When an |
|
New |
When an |
|
Recall |
When an |
|
Reject |
When an |
|
Finalize |
When an |