Configure package

Use the settings in the HCM Configure Package page to set up the Risk Mitigation process. There are two configuration steps:

  • Enable the scheduled update job that updates team member vaccination statuses overnight.

  • Set up Risk Mitigation for specific team members using the Risk Mitigation flow.

    Note: You can skip this step if you want to apply Risk Mitigation to all members of a policy, and instead use the Set up Risk Mitigation for all policy members button on the policy page.

Enable the scheduled update job

  1. In Setup, navigate to Apps > Packaging > Installed Packages. Find the Human Capital Management package and select Configure.

  2. Find the Schedule update job for Risk Mitigation setting and select Schedule Job to enable the nightly update.

    Screenshot: Schedule update job for Risk Mitigation option

Set up Risk Mitigation for specific team members

If you do not want to apply Risk Mitigation to all members of a policy, you can use the Risk Mitigation flow to select specific team members, optionally filtered by policy or department. To simply apply Risk mitigation to all policy members, use the Set up Risk Mitigation for all policy members button on the policy page.

By default, the Risk Mitigation flow must be run by a user with HR Administrator privileges.

Note

Other profiles may receive an "Insufficient Privileges" error. To enable other profiles to use the flow, you must enable flow access for the profile.

To use the flow:

  1. In Setup, navigate to Apps > Packaging > Installed Packages. Find the Human Capital Management package and select Configure.

    Find the Set Team Members up for Risk Mitigation option and select Start Flow.

  2. Use the picklists to choose whether to filter team members by Policy or Department, and select the relevant policy or department. Select None to choose from a list of all team members.

    Screenshot: Selecting Team Members

    Select Next.

  3. From the list, select the team members you want to configure for Risk Mitigation.

    Screenshot: Selecting individual Team Members for risk mitigation

    Select Next.

  4. The final screen displays a summary of the team members that were configured for Risk Mitigation. Select Finish to close the flow.
Note

If you experience display issues when using the Risk Mitigation flow, ensure you have upgraded your flows to Lightning Runtime. To do this:

  1. From Setup, enter Process Automation Settings in the Quick Find box, then select Process Automation Settings.

  2. Select Enable Lightning runtime for flows.

  3. Save your changes.