Add or modify an HR assignment rule
Assignment rules are used to assign the HR group when it is not assigned from the catalog item template. You can create HR assignment rules as needed.
Before you begin
Role required: sn_hr_core.admin
Procedure
Navigate to All > HR Administration > Assignment Rules > HR Assignment Rules.
Click New.
Complete the form.
| Field | Description |
|---|---|
| Name | Descriptive name for the HR assignment rule. |
| Execution Order | Order in which the rule processes. Rules with lower-order numbers process first.For example: - The first HR assignment rule has an execution order of 100. - A second HR assignment rule has an execution order of 200. - If a group has members that fit the conditions defined in the first HR assignment rule, it assigns an agent with the least amount of assigned cases. - If the first HR assignment rule cannot find an agent to assign, the second HR assignment rule runs. |
| Application | Indicates core application scope the assignment rule applies to. |
| Active | Check box that specifies the rule is in use. |
| Applies To | |
| Table | Table with the records that the assignment rule applies to. Default is the HR Task \[hr\_task\] table. |
| Conditions | Conditions in which the assignment rule applies.Note: When defining conditions like case sensitivity or null values, see API GlideFilter - Scoped, Global. |
| Assign To | |
| User | User to assign to the case when this rule is applied. |
| Group | Group to assign to the case when this rule is applied. |
| Script | |
| Script | Script to define advanced assignment rule functionality. Current.variable_pool set of variables is available.Note: Two example scripts are provided as a comment. You can modify either script or use the information as a starting point for your own script. Remove the examples when you are finished. |
- Click Update.
What to do next
After creating the assignment rule, you can test it to verify that it works.
Parent Topic:Assignment and matching rules in HR
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