on 2023 Aug 22 10:49 AM
Hi EC experts!
We're having a requirement to fill in education information such as major and degree when adding a new hire into SF (through Add new employee). We are not capturing this information in the application process.
What would be the best way to handle this?
1. Is it possible to create a picklist field or object called e.g. degree, and sync this to the education background element when the employee is hired? If it is not possible to sync, this option is not sufficient.
2. Remove education as background element and rather work with objects, both in Add new employee wizard and on the Employee profile?
Or any other options?
All help appreciated.
Ines
Why shouldn't the employee have options to add this then? I mean that portlet does support self service if desired (maybe put a workflow on it).
The best scenario is migrating/moving to an MDF based portlet, as you could also use configurable hire template to then ensure that portlet is also covered in add new employee and later on you'll see the data in the employee profile.
You could also store the information in other fields, but then you'd need to create something in integration center to send over a delta to the education portlet (granted you can capture all data needed for it.).
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I like the MDF-based portlet option, I'll try that.
Regarding your first question, it should be self-service indeed. But we want to avoid it being first filled during the hiring process, and then filled once more by the employee. With the MDF portlet, I guess it will be easier to sync the data from when filling it out in 'Add new employee' to the Employee Profile.
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