Recipe Catalog - Users: Onboarding/Offboarding Workweek Management

This recipe—triggered by updates to custom fields you specify, which contain user start dates and end dates—removes a user’s workweeks before their start date and after their end date, ensuring the accuracy of data in utilization reports.

Overview

Workweek information affects utilization reports in dynamic Insights, classic Insights, and Analytics. When users are added or deactivated, it’s essential that their workweeks in Kantata accurately reflect their hire or end date. This recipe—triggered by updates to custom fields you specify, which contain user start dates and end dates—removes a user’s workweeks before their start date and after their end date, ensuring the accuracy of data in utilization reports.

After Importing the Recipe

1. In the Projects section on the left-hand section of the home page, select the Catalog Imports project.
   Note: If you moved a recipe to a different project, select that project instead.
2. Select the Settings tab.
3. Select the Project Properties subtab.
4. Select the Edit (“   ”) icon for the catalog_onboarding_custom_field_name project property.
5. For the Value, enter the name of the user custom field that contains user start dates.
6. Select the Save (“   ”) icon.
7. Select the Edit (“   ”) icon for the catalog_offboarding_custom_field_name project property.
8. For the Value, enter the name of the user custom field that contains user end dates.
9. Select the Save (“   ”) icon.

Once you finish configuring the project properties, you can select Start recipe from the Assets list or Recipe Details page to allow the recipe to activate when a trigger event occurs.