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AI Actions for Employee Lifecycle Management
Employees can request onboarding, offboarding, promotions, transfers, resignations, role changes, and manager changes using Agentforce in a channel of their choice, such as the portal, Slack, or Teams. Streamline employee transitions and reduce time to resolution for lifecycle events.
Required Editions
| Available in: Lightning Experience |
| Available in: Unlimited and Enterprise editions with AI Agent for Employees add-on. |
Agentforce guides employees through submitting lifecycle requests, tracking transition status, and completing required documentation through intuitive workflows and automated processing.
Answer Questions with Knowledge
Here's how an employee asks a question about lifecycle processes and transition policies by using Agentforce. You can also see the action that's triggered in response to the employee's input.
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
| Ask a question about employee lifecycle policies, onboarding or offboarding procedures, or role change requirements so that the agent can search the knowledge base and provide a relevant answer. |
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The agent searches the knowledge base and returns a relevant answer based on your question (for example, to initiate an internal transfer, submit a transfer request form with the employee's current role, target role, effective date, and approving manager). If no match is found, the agent offers to raise a ticket or escalate to the support team. | Answer Questions with Knowledge |
Get Eligible Service Catalog Items
Here's how an employee retrieves eligible lifecycle service catalog items by using Agentforce. You can also see the action that's triggered in response to the employee's input.
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
| Describe the lifecycle event or employee transition you need to initiate so that the agent can retrieve the eligible service catalog items that match your request. |
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The agent retrieves a list of eligible service catalog items based on your description and presents the matching results (for example, based on your request, the following service catalog items are available: New Employee Onboarding, Internal Transfer Request, Promotion Processing, and Offboarding Checklist). Select an item to proceed with your request. | Get Eligible Service Catalog Items |
Execute Service Catalog Item Flow
Here's how an employee runs an employee lifecycle service catalog item flow by using Agentforce. You can also see the action that's triggered in response to the employee's input.
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
| Request a lifecycle service catalog item so that the agent can initialize the flow using the product ID and guide you through each step until the request is complete. |
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The agent initializes the service catalog item flow using the product ID and guides you through a series of steps, collecting the required inputs at each stage (for example, after you select New Employee Onboarding, the agent prompts you to provide the hire date, role, department, and manager details). The agent continues looping through subsequent steps until the flow is complete or an error is returned.  Note This action is designed for catalog items with a manageable, predictable set
of configuration options. It is not intended for highly complex product
configurations. |
Execute Service Catalog Item Flow |
Get Product Launch Card
Here's how an employee retrieves lifecycle service process launch details by using Agentforce. You can also see the action that's triggered in response to the employee's input.
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
| Provide the lifecycle service or employee transition process name so that the agent can retrieve the corresponding process launch details, including the cover image and the intake form link. |
|
The agent retrieves the process launch details for the requested lifecycle service and presents a card with the cover image and a link to the specific intake form (for example, here is the launch card for the New Employee Onboarding process. Click the link to open the intake form and submit your request). | Get Product Launch Card |
Create Incident For Employee
Here's how an employee creates an incident for an unresolved lifecycle event issue by using Agentforce. You can also see the action that's triggered in response to the employee's input.
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
| Describe your employee lifecycle issue so that the agent can create an incident on your behalf if the issue cannot be resolved with knowledge articles or if no relevant articles exist. |
|
The agent creates an incident for the reported lifecycle issue and provides a confirmation with the ticket number (for example, INC-0018, new employee onboarding blocked due to missing system access for John Smith, status: assigned to HR Operations team). Note The agent creates an incident only when the issue cannot be resolved with
existing knowledge articles or when no relevant articles are available. If
matching knowledge articles are found, the agent presents them first before
creating an incident. |
Create Incident For Employee |
