Defining the calculation methods

HR administrators can create calculation methods to set up the automation of email templates for a transition task.

You can define the schedule and email automations for all task types except for Send Email and Complete.

See Creating transition tasks.

The date rule option for a calculation method is used for these scenarios:
  • The calculated date option is not set on the employee or candidate profile
  • The calculated date is in the past
  1. Select HR Administration > Transitions > Components > Calculation Methods.
  2. Click Create.
  3. Specify the name and description of the calculation method.
  4. Optionally, leave the Active check box to make the calculation inactive.
    You cannot use inactive calculation methods for setting up the employee or candidate email templates.
  5. Select the unit, unit type, duration, and calculation date option of the calculation method.
  6. Select the date rule option for a calculation method in the Missing Date Rule for Schedule Emails section.

    To ensure that the emails are processed correctly when the calculated date is missing or in the past, the email is sent to the employee or candidate using the date rule option.

    For example, the calculation method is one day before the first day of the employee at work. The Calculation Date Option is First Date Worked and the First Date Worked on the employee or candidate profile is not specified. If you select Send Email Immediately, the email is sent simultaneously when the transition program is assigned to the employee or candidate.

    The default date rule option is Do Not Send.