Employment records from HCM are sent to Salesforce on the Effective Date. So, for future-dated hires, you will not be able to create a case following the normal case creation process.
Follow the below steps to create a case for a future-dated hire.
*Click on the images below to enlarge
High-Level Overview of Process
Creating a Case for a Future-Dated Hire
From the Homepage, click on the New button
Populate the details of the Pay Differential or Percent of Time Change
Additional Details section
Click the Save button
Add the Case Contact by clicking on the New Case Contact button
Search for the Case Contact
Click on the Search All Contacts tab
Search by name, EID, etc.
Select the Contact’s radio button
Click the Next button
Populate basic employment data
Optional Employment Data
Hourly/Monthly Rates (for Pay Differential cases)
Required Employment Data
Employment Record #
Department ID
Position Number
Click the Save button
Click the case number to go to the case record page
Create a task to reassign the Case Contact in the future
Click the New Task button
Populate task information
Subject = Reassign the Case Contact
Due Date = A couple days after employee’s start date
The HCM → Salesforce integration sometimes takes a couple days
Click the Save button
COMPLETE - Your case is now populated with details, a Case Contact, and a task to reassign the Case Contact.
Alerts of Case Contacts Needing to be Reassigned
HCM will send the employee’s employment record data to Salesforce on the employee’s first day. Reassigning the Case Contact will “repopulate” the employment data of the Case Contact.
There are two ways you’ll be alerted of Case Contacts that need to be reassigned:
Today’s Tasks report on your Homepage
You can toggle the view with the down arrow to see upcoming, overdue, etc.
Case Contacts to Reassign report on the Dashboard
Reminder: You can click the Refresh button to get the most up-to-date data in the Dashboard.
