General Robotics
Ready for Robotic Testing?
Ready to try robotic testing for CodeBot? Below are a list of standard scenarios the bot can accommodate for. Prior to robotics training, please complete this intake form and book a meeting with the team for an initial discussion call. Please also review the scenarios before to determine if the bot testing is aligned with your current processes. RCM & ONB Overview Items in grey are not supFew readersRobotics - Prepare Workbook
Prepare Workbook for Robotic Testing To get started with Robotic Testing, first you'll need to prepare a workbook. Robotic Testing starts by having a completed workbook for the module that you are going to be testing: EC, Recruiting, ONB, and COMP. Once the workbook is completed and it looks good within the standard module, go to the Robotic Module. Click Add New Robotic Select the iteratioSome readers
Recruiting (RCM)
Robotics - RCM
This Article is a complete step by step process for RCM Robotics. Follow the steps below. Robotics RCM is executed by a sequence as below; Job Requisitions Candidates Job Application Before proceeding, create a new iteration and prepare a workbook. How to prepare a workbook? Below is a guide for you. On the home page, hover to the left menu and click on Robotics at the bottom. StepSome readersRobotics - RCM - Copy Existing Requisition (#2A)
Copy Existing Requisition For scenarios when an approved requisition exists that you simply need copies of (max 20). Run or use your most recent RCM workbook to create a new Robotics Recruiting Iteration Prepare sheet and select Recruiting Robotics (https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/imagewe2w75.png) Once completed, open the sheet and go to thFew readersRobotics - RCM - Create Req within RCM (#2)
Creating a Requisition directly within RCM If you are creating a new requisition, directly in Recruiting. There are 2 ways to prepare the data. Manual (all data entered by tester) Create your new Iteration & prepare sheet (if not already done so) Once completed, go to the Job Requisition Tab Navigate to the relevant template that you would like to create Enter all data. At minimuFew readersRobotics - RCM - Create Candidate profile (#3)
Note that Bot creates and actions external candidates only. Note that if you are testing country specific application data, you need to ensure the right Country is indicated during candidate profile so it flows through to the application. Open your prepared Robotics workbook Go to the candidate profile tab and fill in all fields that are Required = True, along with any other fields you require. Candidate ID can be left blank and will be populated after the profile is created SFew readersRobotics - RCM - Candidate Application (#4)
Important Items to Note: Multiple Application Templates: If your system uses more than one application template, make sure you are entering the correct application data for the requisition template you’re testing. Multiple Applicant Status Sets: The bot only pulls statuses from the default status set. If your requisition uses a different status set, check your system and enter the correct statuses in the workbook for candidate movement. Existing External Candidates: IfFew readers
Onboarding 2.0 (ONB)
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Employee Central (EC)
Robotics - EC
This is a step by step guide for Robotics EC. Click on the Robotic Testing module tile. Then, click on your desired workspace. Click on add new iteration. Here, add the iteration number, type, workspace name, workSome readersRobotics - EC HRBP Approval
For more help with EC Robotics; click on the link below: https://help.sfcodebot.com/en/article/employee-central-robotics-sr0ymp/ HRBP Approval group user needs to be added when entering data in "Default Approvers" tab, to ensure that the approval process is smooth. To check the HRBP group members, you need to navigate to "Manage Workflow Groups" On this screen click on the membership and this wiFew readersRobotics - EC (Errors)
This article will help you resolve configuration errors while you run EC - Robotics If you see a log indicating that the user does not exist in the instance, but the screenshot shows the user, it likely means you haven't entered the correct username for that user. However, entering the username of the account holder will result in an error. This screenshot below is an example of the error mentionedFew readers