Person lifecycle (pre-onboarding/pre-offboarding notifications)
Use the person lifecycle feature to trigger the Pre-onboarding and the Pre-offboarding. These events let you send pre-onboarding and pre-offboarding email notifications that are independent of entitlement actions in target systems.
In other words, the pre-onboarding & pre-offboarding notification events operate at the level of Persons, whereas the Account Create notification event and the Account Delete notification event operate at the level of individual entitlements (i.e., Account entitlement Grant and Revoke).
Person life cycle events are evaluated - and triggered when conditions are met - for all persons, including those excluded from the business rules. (See Exclusions.) This evaluation occurs only during scheduled Source imports.
To get started, Set up pre-onboarding/pre-offboarding notifications.
Date calculation
HelloID calculates onboarding/offboarding dates using Contracts, as follows:
In this way, pre-onboarding and pre-offboarding notification events trigger email notifications X days before onboarding (where X = the configured Days Before Onboarding value), and Y days before offboarding (where Y = the configured Days Before Offboarding value), respectively.
If the end date of a person's contract changes to a date beyond the configured notification day, the event is still triggered. The event is also triggered if the contract end date is changed to a past date, provided that this date is no more than half of the configured notification period in the past.
For example: if off-boarding notifications are set to 30 days before the contract end date, and the end date is changed to 20 days from today, the event is triggered. If the end date is changed to up to 15 days in the past (half of 30 days), the event is triggered. If the end date is changed to 16 days ago or more, the event is not triggered.
Note
Any 4+ day gaps between a user's contracts will trigger new pre-offboarding and pre-onboarding events. However, additional events will be suppressed if the same event was already triggered within the last 14 days (or within the configured Days Before Onboarding/Days Before Offboarding value, if it is greater than 14).