Publish an HR lifecycle template and check execution

Publish a template

In Human resources → Workflow templates, open the approved template and inspect the current published version. Configure named stages, prerequisites, effective-date offsets and location applicability. Preview with a sample location and effective date before publishing. If another author published during your edit, reload the current version and reconcile.

Verify an employee journey

Open Lifecycle execution and inspect the applied template version, effective dates and unfinished prerequisites. A location-excluded stage contributes no required work. Place cross-team requests in their intended stage and verify the completion receipt. If a linked handoff is cancelled, use the documented exception path with the independent reviewer and evidence. The assigned employee completes any employee-only work.

Trace directory-triggered work

Under User directory integrations → HRIS lifecycle rules, verify the mapped employment date, company, matching template and eligible owner. Run a clean preview before enabling the rule. Inspect the worker receipt after apply for the created case or hold reason. Compare source version, employee state, owner and effective date. A new import does not silently revise an existing journey. See HR workflows.