---
artifact: semantic-blueprint
blueprint_version: "3.0"
license: MIT
system_name: Employee Lifecycle Workflows
tagline: "Move people through the moments that matter: onboarding, job and leave changes, and a coordinated offboarding."
description: |
  The lifecycle workflows module orchestrates the transitions in an employee's journey. Reconcile new hires arriving from recruiting into active workers, route everyday change requests like transfers and leaves of absence, and coordinate a clean offboarding across IT, identity, and payroll.

  Employees and managers drive much of this themselves through self-service, while HR keeps oversight. Each step reads from and writes back to the authoritative worker record, so a completed onboarding, an approved leave, or a finished separation lands consistently everywhere it needs to without manual rekeying.
system_slug: hcm-lifecycle-workflows
domain_modules:
  - hcm-lifecycle-workflows
domain_code: HCM
icon_name: users
related_modules: [ats-background-checks, ats-candidate-crm, ats-interviews, ats-offers, ats-pre-employee-record, ben-enrollment, comp-planning, emp-exp-continuous-listen, hcm-core-worker, hcm-org-positions, hrsd-case-mgmt, itam-lifecycle, lms-automation, lms-compliance-training, lms-course-delivery, lms-credentials, lms-paths, lsd-legal-hold, pa-workforce-metrics, skills-mgmt-profile, talent-performance-mgmt, talent-succession-career, wfm-absence]
persona: [HR-BUSINESS-PARTNER, HR-HRIS-ADMIN, HR-PEOPLE-OPS-SPECIALIST, PEOPLE-MANAGER]
created_at: 2026-06-27
---

# Employee Lifecycle Workflows

## 1. Overview

Employee and manager self-service portal coordinating cross-domain lifecycle: onboarding intake from ATS, lifecycle change requests, leave/absence visibility, and offboarding handoffs to ITSM/IGA/PAYROLL. Workflow surface on top of HCM-CORE-WORKER and HCM-ORG-POSITIONS, no masters of its own.

## 2. Entity summary

| Name | data_object | Description |
| --- | --- | --- |
| Worker Change Requests | `worker_change_requests` | Self-service requests by an employee or manager to change worker data, routed through approval before committing to the worker record. |
| Pre-Employees | `pre_employees` | Pre-employment records covering the window between offer acceptance and start date, tracking paperwork, background checks, and pre-boarding tasks. |
| Asset Lifecycle Events | `asset_lifecycle_events` | Cross-cutting lifecycle log for hardware, software, and SaaS assets: procurement, deployment, transfer, retirement, and disposal. |
| Absence Balances | `absence_balances` | Per-worker running balances for a leave type: accrued, taken, scheduled, and available, reset each accrual cycle. |
| Absence Requests | `absence_requests` | Worker requests for time away (vacation, sick, parental, bereavement, jury duty), carrying eligibility, approval chain, and accrual deduction. |
| Assessments | `candidate_assessments` | Skills, cognitive, technical, or personality test results attached to an application, often sourced from an external assessment provider. |
| Candidates | `candidates` | People known to the recruiting organization, with or without an active application, carrying contact details, resume, tags, consent, and source. |
| Compensation Plans | `compensation_plans` | Total-rewards package definitions per role, level, and location, covering base, bonus target, equity, and allowances. |
| Compliance Training Assignments | `compliance_assignments` | Mandatory training assignments tied to a regulation, role, location, or hire event, with due dates and escalation policy. |
| Course Completions | `course_completions` | Terminal completion records per learner per course version, marking the course as finished. |
| Employees | `employees` | Canonical records of people currently or formerly employed, carrying identity, employment metadata, and links to position, manager, and org unit. |
| Employment Events | `employment_events` | Lifecycle events for an employee, such as hire, promotion, transfer, leave, comp change, and termination. The audit history of an employment. |
| Engagement Drivers | `engagement_drivers` | Calculated driver scores, such as growth, recognition, and leadership, at a team, department, or segment level. |
| HR Cases | `hr_cases` | Employee inquiries and service requests routed to HR operations, such as pay questions, benefits changes, leave requests, and complaints. |
| Learning Records | `learning_records` | Granular completion events for a course or activity (actor, verb, object, result, timestamp) feeding skill profiles and certifications. |
| Legal Holds | `legal_holds` | Litigation preservation notices, with matter reference, affected record types, custodian scope, and issued and lifting dates, enforced across data systems. |
| Life Events | `life_events` | Qualifying life events such as marriage, birth, adoption, or coverage loss that open a mid-year benefits enrollment window. |
| Merit Recommendations | `merit_recommendations` | Per-employee proposed merit increases, bonuses, and equity refreshes for a cycle, with calibration adjustments and final approval. |
| Offers | `job_offers` | Formal employment offers extended to candidates, with compensation, start date, terms, approval chain, and status. |
| Performance Goals | `performance_goals` | Individual performance goals with owner, period, metric, weight, and status, aligned to organizational objectives and reviewed within performance cycles. |
| Skill Profiles | `skill_profiles` | Per-worker collections of skills with self-assessed and validated proficiency, derived from courses, certifications, and performance signals. |
| Succession Plans | `succession_plans` | Bench plans for critical positions, listing identified successors, readiness ratings, development plans, and risk of loss. |
| Workforce Segments | `workforce_segments` | Named workforce cohort definitions used for analysis and intervention, such as high-potential, flight-risk, top-performer, and early-career. |

```mermaid
flowchart TD
  classDef master fill:#d4f4dd,stroke:#27ae60,color:#0b3d20;
  classDef embedded_master fill:#fff4cc,stroke:#c79100,color:#5b4500;
  classDef contributor fill:#cfe8ff,stroke:#1976d2,color:#0d3a66;
  classDef consumer fill:#e8def8,stroke:#7b1fa2,color:#3a155d;
  classDef platform_builtin fill:#e0e0e0,stroke:#424242,color:#1a1a1a;
  pre_employees["Pre-Employees"]
  candidates["Candidates"]
  candidate_assessments["Assessments"]
  job_offers["Offers"]
  employees["Employees"]
  employment_events["Employment Events"]
  absence_requests["Absence Requests"]
  skill_profiles["Skill Profiles"]
  engagement_drivers["Engagement Drivers"]
  asset_lifecycle_events["Asset Lifecycle Events"]
  worker_change_requests["Worker Change Requests"]
  life_events["Life Events"]
  merit_recommendations["Merit Recommendations"]
  absence_balances["Absence Balances"]
  learning_records["Learning Records"]
  succession_plans["Succession Plans"]
  performance_goals["Performance Goals"]
  workforce_segments["Workforce Segments"]
  hr_cases["HR Cases"]
  compliance_assignments["Compliance Training Assignments"]
  compensation_plans["Compensation Plans"]
  course_completions["Course Completions"]
  legal_holds["Legal Holds"]
  users["Users"]
  pre_employees -->|"promotes to"| employees
  legal_holds -->|"identifies_custodians_from"| employees
  merit_recommendations -->|"applies to"| employees
  employees -->|"requests"| absence_requests
  employees -->|"generates"| employment_events
  employees -->|"triggers"| asset_lifecycle_events
  employees -->|"holds"| skill_profiles
  employees -->|"spawns"| hr_cases
  employees -->|"reflects"| learning_records
  employees -->|"reflected on"| compliance_assignments
  skill_profiles -->|"feeds"| candidates
  employees -->|"declares"| life_events
  employees -->|"updated by"| life_events
  employees -->|"flagged on"| engagement_drivers
  employees -->|"reflected on"| engagement_drivers
  employees -->|"raises"| hr_cases
  employees -->|"updated by"| hr_cases
  candidates -->|"becomes"| employees
  job_offers -->|"spawns pre-employee record"| pre_employees
  candidates -->|"becomes pre-employee"| pre_employees
  employees -->|"has"| worker_change_requests
  employees -->|"applies_as"| candidates
  users -->|"logged events"| asset_lifecycle_events
  users -->|"issued hold"| legal_holds
  users -->|"owns"| hr_cases
  life_events -->|"submitted by"| users
  life_events -->|"approved by"| users
  life_events -->|"processed by"| users
  candidates -->|"has owning recruiter"| users
  candidate_assessments -->|"has invitation author"| users
  users -->|"completes"| course_completions
  users -->|"owns"| compensation_plans
  users -->|"approves"| compensation_plans
  users -->|"submits"| merit_recommendations
  users -->|"approves"| merit_recommendations
  users -->|"authors"| workforce_segments
  users -->|"tracks_balance_for"| absence_balances
  users -->|"requests"| absence_requests
  employees -->|"is_linked_to"| users
  users -->|"records"| employment_events
  users -->|"approves"| absence_requests
  users -->|"assigned"| asset_lifecycle_events
  users -->|"earns"| learning_records
  users -->|"must complete"| compliance_assignments
  users -->|"owns"| compliance_assignments
  users -->|"holds"| skill_profiles
  users -->|"declares"| life_events
  users -->|"approves"| life_events
  users -->|"owns"| engagement_drivers
  users -->|"raises"| hr_cases
  users -->|"works on"| hr_cases
  users -->|"approves"| hr_cases
  job_offers -->|"has approver"| users
  pre_employees -->|"has owning hr_coordinator"| users
  users -->|"owns"| performance_goals
  users -->|"is_incumbent_in"| succession_plans
  users -->|"is_successor_in"| succession_plans
  users -->|"requests"| worker_change_requests
  class pre_employees embedded_master;
  class candidates consumer;
  class candidate_assessments consumer;
  class job_offers consumer;
  class employees consumer;
  class employment_events consumer;
  class absence_requests consumer;
  class skill_profiles consumer;
  class engagement_drivers consumer;
  class asset_lifecycle_events contributor;
  class worker_change_requests master;
  class life_events consumer;
  class merit_recommendations consumer;
  class absence_balances consumer;
  class learning_records consumer;
  class succession_plans consumer;
  class performance_goals consumer;
  class workforce_segments consumer;
  class hr_cases consumer;
  class compliance_assignments consumer;
  class compensation_plans consumer;
  class course_completions consumer;
  class legal_holds consumer;
  class users platform_builtin;
  style candidates stroke-dasharray:5 5;
  style candidate_assessments stroke-dasharray:5 5;
  style job_offers stroke-dasharray:5 5;
  style absence_requests stroke-dasharray:5 5;
  style skill_profiles stroke-dasharray:5 5;
  style engagement_drivers stroke-dasharray:5 5;
  style asset_lifecycle_events stroke-dasharray:5 5;
  style life_events stroke-dasharray:5 5;
  style merit_recommendations stroke-dasharray:5 5;
  style absence_balances stroke-dasharray:5 5;
  style learning_records stroke-dasharray:5 5;
  style succession_plans stroke-dasharray:5 5;
  style performance_goals stroke-dasharray:5 5;
  style workforce_segments stroke-dasharray:5 5;
  style hr_cases stroke-dasharray:5 5;
  style compliance_assignments stroke-dasharray:5 5;
  style compensation_plans stroke-dasharray:5 5;
  style course_completions stroke-dasharray:5 5;
  style legal_holds stroke-dasharray:5 5;
```

## 3. Entities catalog

| # | data_object | canonical code | singular | plural | role | mastered in | mastered label | necessity | personal_content | entity_type | write tier | notes |
| ---: | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1 | `worker_change_requests` | `worker_change_requests` | Worker Change Request | Worker Change Requests | master | - | - | required | yes | operational_workflow | `:manage` | - |
| 2 | `pre_employees` | `pre_employees` | Pre-Employee | Pre-Employees | embedded_master | `ats-pre-employee-record` | Pre-Employee Record | required | yes | operational_workflow | `:manage` | - |
| 3 | `asset_lifecycle_events` | `asset_lifecycle_events` | Asset Lifecycle Event | Asset Lifecycle Events | contributor | `itam-lifecycle` | Unified Asset Lifecycle Log | optional | - | operational_record | `:manage` | - |
| 4 | `absence_balances` | `absence_balances` | Absence Balance | Absence Balances | consumer | `wfm-absence` | Absence and Leave | optional | - | computed | read-only | - |
| 5 | `absence_requests` | `absence_requests` | Absence Request | Absence Requests | consumer | `wfm-absence` | Absence and Leave | optional | - | operational_workflow | `:manage` | - |
| 6 | `candidate_assessments` | `candidate_assessments` | Assessment | Assessments | consumer | `ats-interviews` | Candidate Interviews | optional | - | operational_workflow | `:manage` | - |
| 7 | `candidates` | `candidates` | Candidate | Candidates | consumer | `ats-candidate-crm` | Candidate CRM | optional | yes | operational_workflow | `:manage` | - |
| 8 | `compensation_plans` | `compensation_plans` | Compensation Plan | Compensation Plans | consumer | `comp-planning` | Compensation Planning Cycles | optional | - | operational_workflow | `:manage` | - |
| 9 | `compliance_assignments` | `compliance_assignments` | Compliance Training Assignment | Compliance Training Assignments | consumer | `lms-compliance-training` | Compliance Training | optional | yes | operational_workflow | `:manage` | - |
| 10 | `course_completions` | `course_completions` | Course Completion | Course Completions | consumer | `lms-course-delivery` | Course Delivery | optional | yes | operational_record | `:manage` | - |
| 11 | `employees` | `employees` | Employee | Employees | consumer | `hcm-core-worker` | Core Worker Record | required | yes | operational_workflow | `:manage` | - |
| 12 | `employment_events` | `employment_events` | Employment Event | Employment Events | consumer | `hcm-core-worker` | Core Worker Record | required | yes | operational_workflow | `:manage` | - |
| 13 | `engagement_drivers` | `engagement_drivers` | Engagement Driver | Engagement Drivers | consumer | `emp-exp-continuous-listen` | Continuous Listening | optional | - | computed | read-only | - |
| 14 | `hr_cases` | `hr_cases` | HR Case | HR Cases | consumer | `hrsd-case-mgmt` | HR Case Management | optional | yes | operational_workflow | `:manage` | - |
| 15 | `learning_records` | `learning_records` | Learning Record | Learning Records | consumer | `lms-course-delivery` | Course Delivery | optional | yes | operational_record | `:manage` | - |
| 16 | `legal_holds` | `legal_holds` | Legal Hold | Legal Holds | consumer | `lsd-legal-hold` | Legal Hold and eDiscovery | optional | - | operational_workflow | `:manage` | - |
| 17 | `life_events` | `life_events` | Life Event | Life Events | consumer | `ben-enrollment` | Enrollment and Life Events | optional | yes | operational_workflow | `:manage` | - |
| 18 | `merit_recommendations` | `merit_recommendations` | Merit Recommendation | Merit Recommendations | consumer | `comp-planning` | Compensation Planning Cycles | optional | yes | operational_workflow | `:manage` | - |
| 19 | `job_offers` | `job_offers` | Offer | Offers | consumer | `ats-offers` | Job Offers | optional | yes | operational_workflow | `:manage` | - |
| 20 | `performance_goals` | `performance_goals` | Performance Goal | Performance Goals | consumer | `talent-performance-mgmt` | Performance and Goal Management | optional | yes | operational_workflow | `:manage` | - |
| 21 | `skill_profiles` | `skill_profiles` | Skill Profile | Skill Profiles | consumer | `skills-mgmt-profile` | Worker Skill Profiles and Assessments | optional | yes | operational_workflow | `:manage` | - |
| 22 | `succession_plans` | `succession_plans` | Succession Plan | Succession Plans | consumer | `talent-succession-career` | Succession and Career Planning | optional | yes | operational_workflow | `:manage` | - |
| 23 | `workforce_segments` | `workforce_segments` | Workforce Segment | Workforce Segments | consumer | `pa-workforce-metrics` | Workforce Metrics | optional | - | computed | read-only | - |

## 4. Aliases and industry synonyms

_(none: no industry-scoped aliases for this scope)_

## 5. Relationships

### 5.1 Intra-scope edges

| from | verb | to | cardinality | kind | necessity | owner_side | delete_mode | fk_format | notes |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| `pre_employees` | promotes to | `employees` | one_to_one | reference | required | source | restrict | reference | - |
| `legal_holds` | identifies_custodians_from | `employees` | many_to_many | reference | optional | source | clear | reference | - |
| `merit_recommendations` | applies to | `employees` | one_to_one | reference | optional | source | clear | reference | - |
| `employees` | requests | `absence_requests` | one_to_many | reference | optional | source | clear | reference | - |
| `employees` | generates | `employment_events` | one_to_many | composition | required | source | cascade | parent | - |
| `employees` | triggers | `asset_lifecycle_events` | one_to_many | reference | optional | source | clear | reference | - |
| `employees` | holds | `skill_profiles` | one_to_one | reference | optional | source | clear | reference | - |
| `employees` | spawns | `hr_cases` | one_to_many | reference | optional | source | clear | reference | - |
| `employees` | reflects | `learning_records` | one_to_many | reference | optional | source | clear | reference | - |
| `employees` | reflected on | `compliance_assignments` | one_to_many | reference | optional | source | clear | reference | - |
| `skill_profiles` | feeds | `candidates` | one_to_many | reference | optional | source | clear | reference | - |
| `employees` | declares | `life_events` | one_to_many | reference | optional | source | clear | reference | - |
| `employees` | updated by | `life_events` | one_to_many | reference | optional | source | clear | reference | - |
| `employees` | flagged on | `engagement_drivers` | one_to_many | reference | optional | source | clear | reference | - |
| `employees` | reflected on | `engagement_drivers` | one_to_many | reference | optional | source | clear | reference | - |
| `employees` | raises | `hr_cases` | one_to_many | reference | required | source | restrict | reference | - |
| `employees` | updated by | `hr_cases` | one_to_many | reference | optional | source | clear | reference | - |
| `candidates` | becomes | `employees` | one_to_one | reference | required | source | restrict | reference | - |
| `job_offers` | spawns pre-employee record | `pre_employees` | one_to_one | reference | required | source | restrict | reference | - |
| `candidates` | becomes pre-employee | `pre_employees` | one_to_one | reference | required | source | restrict | reference | - |
| `employees` | has | `worker_change_requests` | one_to_many | reference | required | source | restrict | reference | - |
| `employees` | applies_as | `candidates` | one_to_many | reference | optional | source | clear | reference | - |

### 5.2 Built-in edges (`users` and other platform built-ins)

| from | verb | to | cardinality | necessity | owner_side | delete_mode | fk_format | notes |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| `users` | logged events | `asset_lifecycle_events` | one_to_many | optional | source | clear | reference | - |
| `users` | issued hold | `legal_holds` | one_to_many | required | source | restrict | reference | - |
| `users` | owns | `hr_cases` | one_to_many | optional | source | clear | reference | - |
| `life_events` | submitted by | `users` | many_to_many | optional | source | clear | reference | - |
| `life_events` | approved by | `users` | many_to_many | optional | source | clear | reference | - |
| `life_events` | processed by | `users` | many_to_many | optional | source | clear | reference | - |
| `candidates` | has owning recruiter | `users` | many_to_many | optional | source | clear | reference | - |
| `candidate_assessments` | has invitation author | `users` | many_to_many | required | source | restrict | reference | - |
| `users` | completes | `course_completions` | one_to_many | required | source | restrict | reference | - |
| `users` | owns | `compensation_plans` | one_to_many | required | source | restrict | reference | - |
| `users` | approves | `compensation_plans` | one_to_many | optional | source | clear | reference | - |
| `users` | submits | `merit_recommendations` | one_to_many | required | source | restrict | reference | - |
| `users` | approves | `merit_recommendations` | one_to_many | optional | source | clear | reference | - |
| `users` | authors | `workforce_segments` | many_to_many | optional | target | clear | reference | - |
| `users` | tracks_balance_for | `absence_balances` | one_to_many | required | source | restrict | reference | - |
| `users` | requests | `absence_requests` | one_to_many | required | source | restrict | reference | - |
| `employees` | is_linked_to | `users` | one_to_one | optional | target | clear | reference | - |
| `users` | records | `employment_events` | one_to_many | optional | source | clear | reference | - |
| `users` | approves | `absence_requests` | one_to_many | optional | source | clear | reference | - |
| `users` | assigned | `asset_lifecycle_events` | one_to_many | optional | source | clear | reference | - |
| `users` | earns | `learning_records` | one_to_many | required | source | restrict | reference | - |
| `users` | must complete | `compliance_assignments` | one_to_many | required | source | restrict | reference | - |
| `users` | owns | `compliance_assignments` | one_to_many | optional | source | clear | reference | - |
| `users` | holds | `skill_profiles` | one_to_many | required | source | restrict | reference | - |
| `users` | declares | `life_events` | one_to_many | required | source | restrict | reference | - |
| `users` | approves | `life_events` | one_to_many | optional | source | clear | reference | - |
| `users` | owns | `engagement_drivers` | one_to_many | optional | source | clear | reference | - |
| `users` | raises | `hr_cases` | one_to_many | required | source | restrict | reference | - |
| `users` | works on | `hr_cases` | one_to_many | optional | source | clear | reference | - |
| `users` | approves | `hr_cases` | one_to_many | optional | source | clear | reference | - |
| `job_offers` | has approver | `users` | many_to_many | required | source | restrict | reference | - |
| `pre_employees` | has owning hr_coordinator | `users` | one_to_many | required | source | restrict | reference | - |
| `users` | owns | `performance_goals` | one_to_many | required | target | restrict | reference | - |
| `users` | is_incumbent_in | `succession_plans` | one_to_many | optional | target | clear | reference | - |
| `users` | is_successor_in | `succession_plans` | many_to_many | required | target | restrict | reference | - |
| `users` | requests | `worker_change_requests` | one_to_many | required | source | restrict | reference | - |

### 5.3 Cross-scope edges

#### 5.3a Outbound from this scope's masters and contributors

_Edges this scope drives: the in-scope endpoint has `role` of `master` or `contributor`._

| from | verb | to | cardinality | necessity | delete_mode | fk_format | notes |
| --- | --- | --- | --- | --- | --- | --- | --- |
| `fixed_assets` | impacted by lifecycle | `asset_lifecycle_events` | one_to_many | optional | none | n/a | - |
| `technology_platforms` | registers_as | `asset_lifecycle_events` | one_to_many | optional | none | n/a | - |
| `asset_contracts` | governs | `asset_lifecycle_events` | one_to_many | optional | none | n/a | - |
| `saas_applications` | lifecycle events for | `asset_lifecycle_events` | one_to_many | optional | none | n/a | - |
| `asset_lifecycle_events` | hands_off_to | `hardware_disposal_records` | one_to_one | optional | none | n/a | - |
| `fixed_assets` | updated by lifecycle | `asset_lifecycle_events` | one_to_many | optional | none | n/a | - |
| `onboarding_tasks` | triggers | `asset_lifecycle_events` | one_to_many | optional | none | n/a | - |
| `hardware_assets` | delivered by | `asset_lifecycle_events` | one_to_many | optional | none | n/a | - |
| `service_changes` | generates | `asset_lifecycle_events` | one_to_many | optional | none | n/a | - |

#### 5.3b Context edges on embedded shells and consumed entities

_Edges the canonical owner drives, shown for context: the in-scope endpoint has `role` of `embedded_master`, `consumer`, or `derived`._

| from | verb | to | cardinality | necessity | delete_mode | fk_format | notes |
| --- | --- | --- | --- | --- | --- | --- | --- |
| `employees` | triggers | `iga_provisioning_events` | one_to_many | optional | none | n/a | - |
| `employees` | finalized by | `onboarding_document_collections` | one_to_many | optional | none | n/a | - |
| `in_house_legal_matters` | places | `legal_holds` | one_to_many | optional | none | n/a | - |
| `legal_holds` | preserves | `ediscovery_requests` | one_to_many | optional | none | n/a | - |
| `legal_holds` | evidences | `audit_engagements` | many_to_many | optional | none | n/a | - |
| `legal_advice_records` | references | `employees` | many_to_many | optional | none | n/a | - |
| `legal_holds` | freezes | `content_documents` | one_to_many | optional | none | n/a | - |
| `employees` | is host for | `host_assignments` | one_to_many | required | none (required-if-present) | n/a | - |
| `candidates` | verified_via | `right_to_work_verifications` | one_to_many | optional | none | n/a | - |
| `skill_profiles` | updated by | `skill_assessments` | one_to_many | optional | none | n/a | - |
| `skill_profiles` | updated by | `skill_endorsements` | one_to_many | optional | none | n/a | - |
| `skill_profiles` | updated by | `skill_inference_runs` | one_to_many | optional | none | n/a | - |
| `skill_profiles` | assessed against | `competency_models` | many_to_many | optional | none | n/a | - |
| `skill_profiles` | compared via | `fit_scores` | one_to_many | required | none (required-if-present) | n/a | - |
| `skill_profiles` | feeds | `mobility_recommendations` | one_to_many | required | none (required-if-present) | n/a | - |
| `candidates` | engaged_via | `candidate_engagements` | one_to_many | optional | none | n/a | - |
| `candidates` | attends_via | `recruiting_event_attendances` | one_to_many | required | none (required-if-present) | n/a | - |
| `candidates` | noted_via | `recruiter_interactions` | one_to_many | optional | none | n/a | - |
| `candidates` | consents_via | `candidate_consents` | one_to_many | required | ⚠ audit: required composed child out of scope | n/a | - |
| `candidates` | member_of_via | `talent_pool_memberships` | one_to_many | required | none (required-if-present) | n/a | - |
| `candidates` | discloses_via | `fcra_disclosures` | one_to_many | required | ⚠ audit: required composed child out of scope | n/a | - |
| `candidates` | self_identifies_via | `eeo_responses` | one_to_many | optional | none | n/a | - |
| `candidate_assessment_templates` | instantiates_as | `candidate_assessments` | one_to_many | optional | none | n/a | - |
| `job_offers` | evolves_through | `offer_versions` | one_to_many | required | ⚠ audit: required composed child out of scope | n/a | - |
| `job_offers` | gated_by | `offer_approvals` | one_to_many | optional | none | n/a | - |
| `candidates` | submits_via | `data_subject_requests` | one_to_many | optional | none | n/a | - |
| `candidates` | self_ids_via | `voluntary_self_identifications` | one_to_many | optional | none | n/a | - |
| `candidates` | acknowledges_via | `fcra_summary_of_rights_acknowledgements` | one_to_many | optional | none | n/a | - |
| `course_completions` | records_completion_of | `course_versions` | one_to_many | required | none (required-if-present) | n/a | - |
| `course_enrollments` | yields | `course_completions` | one_to_many | optional | none | n/a | - |
| `compliance_training_campaigns` | generates | `compliance_assignments` | one_to_many | required | ⚠ audit: required composed child out of scope | n/a | - |
| `compliance_assignments` | evidences | `compliance_audit_records` | one_to_many | optional | none | n/a | - |
| `compliance_assignments` | acknowledged_via | `harassment_training_acknowledgements` | one_to_many | optional | none | n/a | - |
| `compliance_assignments` | produces | `fda_part11_audit_trails` | one_to_many | optional | none | n/a | - |
| `automated_enrollment_rules` | creates | `compliance_assignments` | one_to_many | optional | none | n/a | - |
| `compliance_assignments` | escalates_via | `manager_nudges` | one_to_many | optional | none | n/a | - |
| `contingent_workers` | converts_to | `employees` | one_to_one | optional | none | n/a | - |
| `candidates` | documented_via | `candidate_documents` | one_to_many | optional | none | n/a | - |
| `candidates` | annotated_via | `candidate_notes` | one_to_many | optional | none | n/a | - |
| `candidates` | tagged_via | `candidate_tag_assignments` | one_to_many | optional | none | n/a | - |
| `knowledge_base_articles` | resolves | `hr_cases` | many_to_many | optional | none | n/a | - |
| `merit_cycles` | contains | `merit_recommendations` | one_to_many | required | ⚠ audit: required composed child out of scope | n/a | - |
| `compensation_plans` | seeds | `merit_cycles` | one_to_many | required | none (required-if-present) | n/a | - |
| `compensation_statements` | composes | `merit_recommendations` | one_to_many | optional | none | n/a | - |
| `compensation_plans` | includes | `salary_bands` | many_to_many | optional | none | n/a | - |
| `equity_grants` | granted to | `employees` | one_to_one | optional | none | n/a | - |
| `compensation_statements` | issued to | `employees` | one_to_one | optional | none | n/a | - |
| `org_units` | groups | `employees` | one_to_many | required | none (required-if-present) | n/a | - |
| `hcm_positions` | is_filled_by | `employees` | one_to_one | optional | none | n/a | - |
| `employees` | signs | `employment_contracts` | one_to_many | required | ⚠ audit: required composed child out of scope | n/a | - |
| `org_units` | is_scored_by | `engagement_drivers` | one_to_many | optional | none | n/a | - |
| `job_profiles` | maps_to | `skill_profiles` | many_to_many | optional | none | n/a | - |
| `employees` | triggers | `service_requests` | one_to_many | optional | none | n/a | - |
| `employment_events` | triggers | `iga_provisioning_events` | one_to_many | optional | none | n/a | - |
| `employees` | triggers | `pay_runs` | one_to_many | optional | none | n/a | - |
| `employment_events` | feeds | `pay_runs` | one_to_many | optional | none | n/a | - |
| `employees` | enrolls_in | `course_enrollments` | one_to_many | optional | none | n/a | - |
| `employees` | becomes | `career_aspirations` | one_to_one | optional | none | n/a | - |
| `employees` | becomes | `work_shifts` | one_to_many | optional | none | n/a | - |
| `employees` | becomes | `compensation_statements` | one_to_one | optional | none | n/a | - |
| `employees` | triggers | `benefit_enrollments` | one_to_many | optional | none | n/a | - |
| `employment_events` | triggers | `benefit_enrollments` | one_to_many | optional | none | n/a | - |
| `employment_events` | feeds | `people_kpis` | one_to_many | optional | none | n/a | - |
| `employees` | triggers | `corporate_cards` | one_to_many | optional | none | n/a | - |
| `employees` | spawns | `onboarding_journeys` | one_to_one | optional | none | n/a | - |
| `employees` | feeds | `headcount_plans` | one_to_many | optional | none | n/a | - |
| `employees` | feeds | `agency_time_entries` | one_to_many | optional | none | n/a | - |
| `employees` | onboarded by | `onboarding_journeys` | one_to_many | required | none (required-if-present) | n/a | - |
| `onboarding_tasks` | spawns | `hr_cases` | one_to_many | optional | none | n/a | - |
| `course_enrollments` | produces | `learning_records` | one_to_many | required | ⚠ audit: required composed child out of scope | n/a | - |
| `courses` | fulfills | `compliance_assignments` | one_to_many | optional | none | n/a | - |
| `skill_profiles` | updated by | `learner_certifications` | one_to_many | optional | none | n/a | - |
| `skill_profiles` | updated by | `course_enrollments` | one_to_many | optional | none | n/a | - |
| `hcm_positions` | requires | `compliance_assignments` | one_to_many | optional | none | n/a | - |
| `job_profiles` | expects | `skill_profiles` | many_to_many | optional | none | n/a | - |
| `org_units` | sponsors | `compliance_assignments` | one_to_many | optional | none | n/a | - |
| `compliance_obligations` | tracked by | `compliance_assignments` | one_to_many | optional | none | n/a | - |
| `compliance_assignments` | triggers | `iga_provisioning_events` | one_to_many | optional | none | n/a | - |
| `skill_profiles` | feeds | `career_aspirations` | one_to_many | optional | none | n/a | - |
| `learning_records` | feeds | `people_kpis` | one_to_many | optional | none | n/a | - |
| `life_events` | drives | `benefit_enrollments` | one_to_many | optional | none | n/a | - |
| `carrier_feeds` | spawns | `hr_cases` | one_to_many | optional | none | n/a | - |
| `life_events` | adjusts | `pay_runs` | one_to_many | optional | none | n/a | - |
| `survey_responses` | scores | `engagement_drivers` | many_to_many | optional | none | n/a | - |
| `engagement_drivers` | triggers | `action_plans` | one_to_many | optional | none | n/a | - |
| `employees` | submits | `survey_responses` | one_to_many | optional | none | n/a | - |
| `engagement_drivers` | feeds | `people_kpis` | one_to_many | optional | none | n/a | - |
| `case_categories` | classifies | `hr_cases` | one_to_many | required | none (required-if-present) | n/a | - |
| `hr_cases` | references | `knowledge_articles` | many_to_many | optional | none | n/a | - |
| `hr_cases` | spawns | `service_requests` | one_to_many | optional | none | n/a | - |
| `hr_cases` | spawns | `iga_access_requests` | one_to_many | optional | none | n/a | - |
| `case_categories` | drives | `employees` | one_to_many | optional | none | n/a | - |
| `contingent_workers` | reviewed_against | `employees` | one_to_one | optional | none | n/a | - |
| `content_documents` | triggers | `legal_holds` | one_to_many | optional | none | n/a | - |
| `store_audits` | triggers | `employment_events` | one_to_many | optional | none | n/a | - |
| `candidates` | submits | `job_applications` | one_to_many | required | none (required-if-present) | n/a | - |
| `candidate_referrals` | introduces | `candidates` | one_to_many | required | none (required-if-present) | n/a | - |
| `recruitment_sources` | attributes | `candidates` | one_to_many | required | none (required-if-present) | n/a | - |
| `recruitment_agencies` | sources | `candidates` | one_to_many | required | none (required-if-present) | n/a | - |
| `recruitment_events` | attracts | `candidates` | one_to_many | required | none (required-if-present) | n/a | - |
| `talent_pools` | groups | `candidates` | many_to_many | required | none (required-if-present) | n/a | - |
| `job_applications` | requires | `candidate_assessments` | one_to_many | required | none (required-if-present) | n/a | - |
| `job_applications` | results in | `job_offers` | one_to_many | required | none (required-if-present) | n/a | - |
| `job_offers` | is contingent on | `background_checks` | one_to_many | required | none (required-if-present) | n/a | - |
| `job_offers` | spawns | `onboarding_journeys` | one_to_one | required | none (required-if-present) | n/a | - |
| `job_offers` | triggers | `benefit_enrollments` | one_to_one | required | none (required-if-present) | n/a | - |
| `job_offers` | seeds | `compensation_statements` | one_to_one | required | none (required-if-present) | n/a | - |
| `employees` | fills | `hcm_positions` | one_to_one | optional | none | n/a | - |
| `employees` | learns_via | `course_enrollments` | one_to_many | required | none (required-if-present) | n/a | - |
| `employees` | enrolls_in | `benefit_enrollments` | one_to_many | required | none (required-if-present) | n/a | - |
| `survey_campaigns` | targets | `employees` | many_to_many | optional | none | n/a | - |
| `performance_reviews` | evaluates | `performance_goals` | one_to_many | optional | none | n/a | - |
| `succession_plans` | considers | `nine_box_placements` | one_to_many | optional | none | n/a | - |
| `succession_plans` | considers | `career_aspirations` | one_to_many | optional | none | n/a | - |
| `performance_goals` | aligns_to | `okr_objectives` | many_to_many | optional | none | n/a | - |
| `employees` | has | `emergency_contacts` | one_to_many | required | ⚠ audit: required composed child out of scope | n/a | - |
| `employees` | has | `work_eligibility_documents` | one_to_many | required | ⚠ audit: required composed child out of scope | n/a | - |
| `employees` | has | `national_ids` | one_to_many | required | ⚠ audit: required composed child out of scope | n/a | - |
| `employees` | has | `worker_addresses` | one_to_many | required | ⚠ audit: required composed child out of scope | n/a | - |
| `employees` | has | `employee_dependents` | one_to_many | required | ⚠ audit: required composed child out of scope | n/a | - |
| `candidates` | corresponds_via | `candidate_emails` | one_to_many | optional | none | n/a | - |
| `candidates` | screened_via | `drug_health_screenings` | one_to_many | optional | none | n/a | - |
| `employees` | is the worker behind | `traveler_profiles` | one_to_one | optional | none | n/a | - |
| `exit_risk_assessments` | assesses | `employees` | one_to_one | optional | none | n/a | - |
| `insider_risk_cases` | concerns | `employees` | one_to_many | optional | none | n/a | - |
| `frontline_recognitions` | recognizes | `employees` | one_to_many | required | none (required-if-present) | n/a | - |
| `advocate_profiles` | represents | `employees` | one_to_one | required | none (required-if-present) | n/a | - |
| `candidates` | submitted_via | `agency_submissions` | one_to_many | optional | none | n/a | - |
| `time_off_policies` | governs | `absence_balances` | one_to_many | required | none (required-if-present) | n/a | - |
| `time_off_policies` | governs | `absence_requests` | one_to_many | required | none (required-if-present) | n/a | - |

## 6. Cross-domain context

### 6.1 Master consumers (other modules / domains that embed this scope's masters)

_(none: no other module embeds this scope's masters; the canonical owners do.)_

### 6.2 Outbound handoffs (events this scope publishes)

_(none: no outbound handoffs whose payload is in this scope)_

### 6.3 Inbound handoffs (events this scope reacts to)

| target module | source domain | source module | trigger_event | transition | payload | integration | friction | description |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| HCM-LIFECYCLE-WORKFLOWS | HRSD | HRSD-CASE-MGMT | `hr_case.access_required` | _(state_change)_ | `hr_cases` | event_stream | medium | HR cases involving data changes flow back to HCM for authoritative updates. |
| HCM-LIFECYCLE-WORKFLOWS | LSD | LSD-LEGAL-HOLD | `legal_hold.issued` | _(lifecycle)_ | `legal_holds` | api_call | medium | Custodian identification for legal holds depends on current HCM employee status and reporting relationships. |
| HCM-LIFECYCLE-WORKFLOWS | HCM | HCM-CORE-WORKER | `employee.created` | `created` _(lifecycle)_ | `employees` | lifecycle_progression | low | New worker record surfaces in self-service: manager dashboard, new-hire welcome surface, lifecycle task inbox. In-process state read; no message bus. |
| HCM-LIFECYCLE-WORKFLOWS | HCM | HCM-CORE-WORKER | `employee.terminated` | `terminated` _(lifecycle)_ | `employees` | lifecycle_progression | low | Termination drives the offboarding self-service flow: exit-interview prompt, equipment-return task, knowledge-handoff surfaces in the lifecycle workflow module. |
| HCM-LIFECYCLE-WORKFLOWS | HCM | HCM-CORE-WORKER | `employment_event.recorded` | `recorded` _(signal)_ | `employment_events` | lifecycle_progression | low | Posted employment event (transfer, FTE change, leave, promotion) surfaces on employee and manager dashboards and feeds lifecycle approval routing. |
| HCM-LIFECYCLE-WORKFLOWS | ATS | ATS-CANDIDATE-CRM | `candidate.hired` | `hired` _(lifecycle)_ | `candidates` | event_stream | high | Hired-candidate event publishes the hiring outcome to HCM, which must create the employee record. Identifier mapping (candidate_id -> employee_id) is the canonical reconciliation gap. |
| HCM-LIFECYCLE-WORKFLOWS | ATS | ATS-INTERVIEWS | `candidate_assessment.failed` | _(lifecycle)_ | `candidate_assessments` | event_stream | low | Failed-assessment outcomes close the candidate's loop in ATS and propagate to HCM only if the candidate is an internal-mobility applicant whose profile should reflect the development gap. |
| HCM-LIFECYCLE-WORKFLOWS | ATS | ATS-INTERVIEWS | `candidate_assessment.passed` | _(lifecycle)_ | `candidate_assessments` | event_stream | medium | Passing an assessment advances the candidate; on eventual hire, HCM uses the assessment result as the first data point for the new-hire skill profile. |
| HCM-LIFECYCLE-WORKFLOWS | ATS | ATS-OFFERS | `job_offer.accepted` | `accepted` _(state_change)_ | `job_offers` | event_stream | medium | Offer acceptance signals firm hiring intent; HCM creates pending-employee record. |
| HCM-LIFECYCLE-WORKFLOWS | ATS | ATS-PRE-EMPLOYEE-RECORD | `pre_employee.activated` | `in_progress` → `activated` _(state_change)_ | `pre_employees` | event_stream | medium | Pre-employee activation hands the canonical reconciliation to HCM-mastered `employees`. ATS owns the pre-employee lifecycle stage (paperwork, background check, pre-boarding); at start-date the pre_employee row is reconciled into the HCM employee record. Identifier mapping (pre_employee_id → employee_id) is the canonical reconciliation gap. Replaces / complements the older candidate.hired and job_offer.accepted handoffs by carrying the proper post-acceptance reconciliation milestone. |
| HCM-LIFECYCLE-WORKFLOWS | LMS | LMS-COURSE-DELIVERY | `course_completion.recorded` | _(lifecycle)_ | `course_completions` | event_stream | low | - |
| HCM-LIFECYCLE-WORKFLOWS | LMS | LMS-COURSE-DELIVERY | `learning_record.posted` | _(lifecycle)_ | `learning_records` | event_stream | low | Authoritative learning transcript visible in HCM employee record. |
| HCM-LIFECYCLE-WORKFLOWS | LMS | LMS-COMPLIANCE-TRAINING | `compliance_assignment.due` | _(threshold)_ | `compliance_assignments` | event_stream | medium | Compliance assignment due-date nudges to HCM-mastered manager/employee record. HCM surfaces the impending obligation on the employee profile and routes a reminder to the line manager. |
| HCM-LIFECYCLE-WORKFLOWS | TALENT-MGMT | TALENT-PERFORMANCE-MGMT | `performance_goal.completed` | _(state_change)_ | `performance_goals` | event_stream | low | Completed goal updates HCM performance history. |
| HCM-LIFECYCLE-WORKFLOWS | TALENT-MGMT | TALENT-SUCCESSION-CAREER | `high_potential.identified` | `identified` _(signal)_ | `workforce_segments` | event_stream | low | Hi-Po identification visible to HR-business-partner workflows in HCM. |
| HCM-LIFECYCLE-WORKFLOWS | TALENT-MGMT | TALENT-SUCCESSION-CAREER | `succession_plan.published` | _(state_change)_ | `succession_plans` | event_stream | low | Succession plan visible on employee/role records in HCM. |
| HCM-LIFECYCLE-WORKFLOWS | WFM | _(domain-level)_ | `absence.approved` | `approved` _(state_change)_ | `absence_requests` | event_stream | medium | Approved absence_requests update PTO balances in HCM; tenure-based accruals and country-specific carry-over rules apply (US PTO, UK statutory, German Urlaub, French Congés Payés). |
| HCM-LIFECYCLE-WORKFLOWS | WFM | _(domain-level)_ | `absence_balance.recalculated` | _(signal)_ | `absence_balances` | event_stream | low | Updated balances visible in HCM employee self-service. |
| HCM-LIFECYCLE-WORKFLOWS | COMP-MGMT | COMP-PLANNING | `compensation_plan.published` | _(state_change)_ | `compensation_plans` | event_stream | low | New compensation plan structure becomes the effective-comp basis on worker records in HCM. |
| HCM-LIFECYCLE-WORKFLOWS | COMP-MGMT | COMP-PLANNING | `merit_cycle.approved` | `approved` _(state_change)_ | `merit_recommendations` | event_stream | medium | Approved merit changes update employee compensation in HCM with effective dates. |
| HCM-LIFECYCLE-WORKFLOWS | BEN-ADMIN | BEN-ENROLLMENT | `life_event.approved` | _(state_change)_ | `life_events` | event_stream | low | Approved life event may update HCM dependents and emergency contacts. |
| HCM-LIFECYCLE-WORKFLOWS | EMP-EXP | EMP-EXP-CONTINUOUS-LISTEN | `survey.cycle_closed` | _(state_change)_ | `engagement_drivers` | event_stream | low | Engagement survey results visible to HR-business-partners and managers in HCM. |
| ATS-PRE-EMPLOYEE-RECORD | ATS | ATS-OFFERS | `job_offer.accepted` | `accepted` _(state_change)_ | `pre_employees` | lifecycle_progression | low | - |
| ATS-PRE-EMPLOYEE-RECORD | ATS | ATS-OFFERS | `job_offer.rescinded` | _(state_change)_ | `pre_employees` | lifecycle_progression | high | - |
| ATS-PRE-EMPLOYEE-RECORD | ATS | ATS-BACKGROUND-CHECKS | `background_check.cleared` | _(lifecycle)_ | `pre_employees` | lifecycle_progression | low | - |

### 6.4 Master providers (modules / domains that own masters this scope embeds)

| data_object | role here | necessity | canonical owner(s) | slice notes |
| --- | --- | --- | --- | --- |
| `pre_employees` | embedded_master | required | ATS-PRE-EMPLOYEE-RECORD (ATS) | - |
| `asset_lifecycle_events` | contributor | optional | ITAM-LIFECYCLE (ITAM) | - |
| `absence_balances` | consumer | optional | WFM-ABSENCE (WFM) | - |
| `absence_requests` | consumer | optional | WFM-ABSENCE (WFM) | - |
| `candidate_assessments` | consumer | optional | ATS-INTERVIEWS (ATS) | - |
| `candidates` | consumer | optional | ATS-CANDIDATE-CRM (ATS) | - |
| `compensation_plans` | consumer | optional | COMP-PLANNING (COMP-MGMT) | - |
| `compliance_assignments` | consumer | optional | LMS-COMPLIANCE-TRAINING (LMS) | - |
| `course_completions` | consumer | optional | LMS-COURSE-DELIVERY (LMS) | - |
| `employees` | consumer | required | HCM-CORE-WORKER (HCM) | - |
| `employment_events` | consumer | required | HCM-CORE-WORKER (HCM) | - |
| `engagement_drivers` | consumer | optional | EMP-EXP-CONTINUOUS-LISTEN (EMP-EXP) | - |
| `hr_cases` | consumer | optional | HRSD-CASE-MGMT (HRSD) | - |
| `job_offers` | consumer | optional | ATS-OFFERS (ATS) | - |
| `learning_records` | consumer | optional | LMS-COURSE-DELIVERY (LMS) | - |
| `legal_holds` | consumer | optional | LSD-LEGAL-HOLD (LSD) | - |
| `life_events` | consumer | optional | BEN-ENROLLMENT (BEN-ADMIN) | - |
| `merit_recommendations` | consumer | optional | COMP-PLANNING (COMP-MGMT) | - |
| `performance_goals` | consumer | optional | TALENT-PERFORMANCE-MGMT (TALENT-MGMT) | - |
| `skill_profiles` | consumer | optional | SKILLS-MGMT-PROFILE (SKILLS-MGMT) | - |
| `succession_plans` | consumer | optional | TALENT-SUCCESSION-CAREER (TALENT-MGMT) | - |
| `workforce_segments` | consumer | optional | PA-WORKFORCE-METRICS (PA) | - |

## 7. Lifecycle states

### `absence_requests` (Absence Request)

_This scope holds `absence_requests` as **consumer**; the canonical state machine is owned by `WFM-ABSENCE`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 10 | `draft` | ✓ | - | - | - | Worker is preparing the absence request; not yet submitted for approval. |
| 20 | `submitted` | - | - | - | - | Worker submits the request; policy eligibility and accrual availability are checked before it reaches the approver. |
| 30 | `approved` | - | - | ✓ | `wfm-absence:approve_absence_request` | Manager approves the request; the accrual deduction is scheduled. Publishes absence.approved. |
| 40 | `rejected` | - | ✓ | ✓ | `wfm-absence:reject_absence_request` | Manager rejects the request; no accrual is deducted. |
| 50 | `canceled` | - | ✓ | - | - | Worker withdraws the request before the absence is taken. |
| 60 | `taken` | - | ✓ | - | - | The approved absence occurred and the accrual deduction posted; the request is closed. |

### `candidate_assessments` (Assessment)

_This scope holds `candidate_assessments` as **consumer**; the canonical state machine is owned by `ATS-INTERVIEWS`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `invited` | ✓ | - | - | - | Assessment invitation sent to the candidate by the partner system. |
| 2 | `in_progress` | - | - | - | - | Candidate is actively taking the assessment. |
| 3 | `completed` | - | ✓ | - | - | Candidate finished the assessment and a score/result is recorded. |
| 4 | `expired` | - | ✓ | - | - | Invitation lapsed before the candidate completed the assessment. |
| 5 | `canceled` | - | ✓ | - | - | Assessment withdrawn before completion. |

### `candidates` (Candidate)

_This scope holds `candidates` as **consumer**; the canonical state machine is owned by `ATS-CANDIDATE-CRM`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `prospect` | ✓ | - | - | - | Person known to the recruiting org with no active application. |
| 2 | `active` | - | - | - | - | Candidate has at least one open application or is actively engaged. |
| 3 | `hired` | - | ✓ | ✓ | `ats-candidate-crm:hire_candidate` | Candidate accepted an offer and converted to employee. |
| 4 | `do_not_hire` | - | ✓ | ✓ | `ats-candidate-crm:flag_do_not_hire` | Candidate flagged as ineligible for future consideration; gated decision. |
| 5 | `archived` | - | ✓ | - | - | Candidate kept in the database but not active in any pipeline. |

### `compensation_plans` (Compensation Plan)

_This scope holds `compensation_plans` as **consumer**; the canonical state machine is owned by `COMP-PLANNING`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `draft` | ✓ | - | - | - | Plan being designed by total-rewards team. |
| 2 | `active` | - | - | ✓ | `comp-planning:activate` | Plan published and assignable to roles, levels, and locations. |
| 3 | `archived` | - | ✓ | ✓ | `comp-planning:archive` | Plan retired from new assignments and kept for historical reference. |

### `compliance_assignments` (Compliance Training Assignment)

_This scope holds `compliance_assignments` as **consumer**; the canonical state machine is owned by `LMS-COMPLIANCE-TRAINING`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `assigned` | ✓ | - | - | - | Mandatory training assignment created for a learner with due date. |
| 2 | `in_progress` | - | - | - | - | Learner has started the underlying course or activity. |
| 3 | `completed` | - | ✓ | ✓ | `lms-compliance-training:complete` | Learner finished the assignment within the due window. |
| 4 | `overdue` | - | - | - | - | Due date passed without completion and escalation policy engaged. |
| 5 | `waived` | - | ✓ | ✓ | `lms-compliance-training:waive` | Assignment formally waived by compliance owner with audit reason. |
| 6 | `expired` | - | ✓ | ✓ | `lms-compliance-training:expire` | Assignment closed unmet at the regulatory deadline. |

### `course_completions` (Course Completion)

_This scope holds `course_completions` as **consumer**; the canonical state machine is owned by `LMS-COURSE-DELIVERY`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `recorded` | ✓ | - | - | - | - |
| 2 | `validated` | - | - | ✓ | `lms-course-delivery:validate` | - |
| 3 | `voided` | - | ✓ | ✓ | `lms-course-delivery:void` | - |

### `employees` (Employee)

_This scope holds `employees` as **consumer**; the canonical state machine is owned by `HCM-CORE-WORKER`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `draft` | ✓ | - | - | - | Pre-hire stub created during requisition or onboarding handoff; not yet a worker of record. |
| 2 | `active` | - | - | ✓ | `hcm-core-worker:active_employee` | Worker is currently employed and appears in headcount, payroll eligibility, and directory feeds. |
| 3 | `on_leave` | - | - | ✓ | `hcm-core-worker:on_leave_employee` | Employee is on approved leave (parental, medical, sabbatical); active record but suppressed from some downstream feeds. |
| 4 | `suspended` | - | - | ✓ | `hcm-core-worker:suspended_employee` | Employment temporarily halted (investigation, disciplinary); pay and access may be paused. |
| 5 | `terminated` | - | ✓ | ✓ | `hcm-core-worker:terminated_employee` | Employment ended (voluntary or involuntary); final pay processed, access deprovisioned. |

### `employment_events` (Employment Event)

_This scope holds `employment_events` as **consumer**; the canonical state machine is owned by `HCM-CORE-WORKER`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `draft` | ✓ | - | - | - | Event is being prepared (effective date, reason code, new values); editable. |
| 2 | `submitted` | - | - | ✓ | `hcm-core-worker:submitted_employment_event` | Locked and routed to the configured approver for the event type. |
| 3 | `approved` | - | - | ✓ | `hcm-core-worker:approved_employment_event` | Approver has signed off; event ready to post to the employee record. |
| 4 | `posted` | - | ✓ | ✓ | `hcm-core-worker:posted_employment_event` | Event applied to the worker record; downstream feeds (payroll, IGA, PA) notified. |
| 5 | `rejected` | - | ✓ | ✓ | `hcm-core-worker:rejected_employment_event` | Approver declined; event will not post. Author may clone and re-draft. |
| 6 | `reversed` | - | ✓ | ✓ | `hcm-core-worker:reversed_employment_event` | Posted event was reversed by a compensating event after the fact. |

### `hr_cases` (HR Case)

_This scope holds `hr_cases` as **consumer**; the canonical state machine is owned by `HRSD-CASE-MGMT`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `intake` | ✓ | - | - | - | Case has been submitted via the self-service portal or another intake channel; awaiting triage by AI classification or HR agent. |
| 2 | `triaged` | - | - | ✓ | `hrsd-case-mgmt:triage_hr_case` | Case has been categorized and prioritized; ready for assignment to an HR agent or HRBP. |
| 3 | `assigned` | - | - | ✓ | `hrsd-case-mgmt:assign_hr_case` | Case is assigned to a named HR agent or HRBP owner. The owner is responsible for resolution within the case SLA. |
| 4 | `in_progress` | - | - | - | - | The owner is actively working the case (researching, requesting info from the employee, consulting policy). |
| 5 | `pending_approval` | - | - | ✓ | `hrsd-case-mgmt:approve_hr_case` | Case resolution requires a sign-off from manager, HRBP, legal, or compliance (policy exception, accommodation, sensitive ER outcome). |
| 6 | `resolved` | - | - | ✓ | `hrsd-case-mgmt:resolve_hr_case` | Owner has answered the employee's request or completed the workflow. Case enters the close-out review window. |
| 7 | `closed` | - | ✓ | - | - | Case is closed. Auto-closes after the SLA-defined review window if the employee does not respond or reopen. |
| 8 | `reopened` | - | - | ✓ | `hrsd-case-mgmt:reopen_hr_case` | A closed case has been reopened by the employee, owner, or HRBP for additional work. Returns to in_progress on next update. |

### `job_offers` (Offer)

_This scope holds `job_offers` as **consumer**; the canonical state machine is owned by `ATS-OFFERS`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `draft` | ✓ | - | - | - | Recruiter is composing offer terms and compensation components. |
| 2 | `pending_approval` | - | - | - | - | Offer routed to the designated approver for sign-off. |
| 3 | `approved` | - | - | ✓ | `ats-offers:approve_offer` | Approver signed off; offer is ready to send. |
| 4 | `sent` | - | - | - | - | Offer delivered to the candidate. |
| 5 | `accepted` | - | ✓ | - | - | Candidate accepted the offer. |
| 6 | `declined` | - | ✓ | - | - | Candidate declined the offer. |
| 7 | `rescinded` | - | ✓ | ✓ | `ats-offers:rescind_offer` | Offer withdrawn by the employer after being sent; gated action. |

### `learning_records` (Learning Record)

_This scope holds `learning_records` as **consumer**; the canonical state machine is owned by `LMS-COURSE-DELIVERY`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `recorded` | ✓ | - | - | - | Statement captured from the content runtime or external source. |
| 2 | `validated` | - | ✓ | ✓ | `lms-course-delivery:validate` | Record validated against schema and posted to the learner transcript. |
| 3 | `voided` | - | ✓ | ✓ | `lms-course-delivery:void` | Record voided due to data error, duplicate, or content reset. |

### `legal_holds` (Legal Hold)

_This scope holds `legal_holds` as **consumer**; the canonical state machine is owned by `LSD-LEGAL-HOLD`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `drafted` | ✓ | - | - | - | Hold notice drafted. |
| 2 | `issued` | - | - | ✓ | `lsd-legal-hold:issue_hold` | Hold issued to custodians. |
| 3 | `acknowledged` | - | - | - | - | Custodians have acknowledged the hold. |
| 4 | `released` | - | ✓ | ✓ | `lsd-legal-hold:release_hold` | Hold released; preservation duty ends. |

### `life_events` (Life Event)

_This scope holds `life_events` as **consumer**; the canonical state machine is owned by `BEN-ENROLLMENT`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `declared` | ✓ | - | - | - | Employee declared the qualifying event in the portal. |
| 2 | `submitted` | - | - | ✓ | `ben-enrollment:submit` | Event submitted with supporting documents and locked for review. |
| 3 | `approved` | - | - | ✓ | `ben-enrollment:approve` | Benefits administrator confirmed eligibility and opened the change window. |
| 4 | `processed` | - | ✓ | ✓ | `ben-enrollment:process` | Resulting enrollment changes captured and pushed to carriers and payroll. |
| 5 | `rejected` | - | ✓ | ✓ | `ben-enrollment:reject` | Event declined due to ineligibility or missing documentation. |

### `merit_recommendations` (Merit Recommendation)

_This scope holds `merit_recommendations` as **consumer**; the canonical state machine is owned by `COMP-PLANNING`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `draft` | ✓ | - | - | - | Manager entering proposed merit, bonus, and equity refresh amounts. |
| 2 | `submitted` | - | - | ✓ | `comp-planning:submit` | Recommendation submitted and locked for review and calibration. |
| 3 | `approved` | - | - | ✓ | `comp-planning:approve` | Next-level or comp-committee approver signs off on the recommendation. |
| 4 | `finalized` | - | ✓ | ✓ | `comp-planning:finalize` | Approved amounts posted as the effective pay-rate change to payroll. |
| 5 | `rejected` | - | ✓ | ✓ | `comp-planning:reject` | Recommendation declined and returned for revision or cycle close. |

### `performance_goals` (Performance Goal)

_This scope holds `performance_goals` as **consumer**; the canonical state machine is owned by `TALENT-PERFORMANCE-MGMT`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `drafted` | ✓ | - | - | - | Goal authored by employee or manager. |
| 2 | `approved` | - | - | ✓ | `talent-performance-mgmt:approve_performance_goal` | Manager approves the goal; it becomes part of the cycle. |
| 3 | `in_progress` | - | - | - | - | Goal is being worked. |
| 4 | `completed` | - | - | ✓ | `talent-performance-mgmt:complete_performance_goal` | Outcome recorded; counts toward review rating. |
| 5 | `canceled` | - | ✓ | ✓ | `talent-performance-mgmt:cancel_performance_goal` | Goal abandoned (role change, priority shift, etc.). |

### `pre_employees` (Pre-Employee)

_This scope holds `pre_employees` as **embedded_master**; the canonical state machine is owned by `ATS-PRE-EMPLOYEE-RECORD`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `created` | ✓ | - | - | - | Record created when an offer is accepted. Paperwork packet not yet generated. |
| 2 | `paperwork_in_flight` | - | - | - | - | I-9 / W-4 / direct-deposit / banking forms issued; awaiting candidate completion. Background check may run in parallel. |
| 3 | `cleared` | - | - | - | - | All paperwork received and background check completed clear. Ready for HCM activation. |
| 4 | `activated` | - | ✓ | ✓ | `hcm-lifecycle-workflows:activate_pre_employee` | Reconciliation handoff fired to HCM (pre_employee.activated event). Canonical employees row created downstream; ATS record becomes read-only. |
| 5 | `canceled` | - | ✓ | - | - | Offer rescinded or candidate withdrew before activation. Record retained for audit. |

### `skill_profiles` (Skill Profile)

_This scope holds `skill_profiles` as **consumer**; the canonical state machine is owned by `SKILLS-MGMT-PROFILE`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `initialized` | ✓ | - | - | - | Profile seeded for the worker from role and prior signals. |
| 2 | `self_assessed` | - | - | - | - | Worker has captured self-assessed proficiency levels. |
| 3 | `validated` | - | - | ✓ | `skills-mgmt-profile:validate` | Manager or skills owner validated proficiency entries. |
| 4 | `inactive` | - | ✓ | ✓ | `skills-mgmt-profile:deactivate` | Profile retired (worker exit or role-change reset). |

### `succession_plans` (Succession Plan)

_This scope holds `succession_plans` as **consumer**; the canonical state machine is owned by `TALENT-SUCCESSION-CAREER`._

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `draft` | ✓ | - | - | - | Succession plan authored for a critical role. |
| 2 | `reviewed` | - | - | ✓ | `talent-succession-career:review_succession_plan` | Plan reviewed by leadership / talent council. |
| 3 | `published` | - | - | ✓ | `talent-succession-career:publish_succession_plan` | Plan published; successors visible to HR-business-partner workflows. |
| 4 | `archived` | - | ✓ | ✓ | `talent-succession-career:archive_succession_plan` | Superseded by a newer plan (annual refresh, role change, incumbent change). |

### `worker_change_requests` (Worker Change Request)

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `draft` | ✓ | - | - | - | - |
| 2 | `submitted` | - | - | - | - | - |
| 3 | `approved` | - | - | ✓ | `hcm-lifecycle-workflows:approved_worker_change_request` | - |
| 4 | `applied` | - | ✓ | - | - | - |
| 5 | `rejected` | - | ✓ | - | - | - |

## 8. Permissions and business rules (derived)

### 8.1 Permissions

| permission | tier | description | included in `:admin`? |
| --- | --- | --- | --- |
| `hcm-lifecycle-workflows:read` | baseline-read | Read access to every entity in the module | ✓ |
| `hcm-lifecycle-workflows:manage` | baseline-manage | Edit operational records | ✓ |
| `hcm-lifecycle-workflows:admin` | baseline-admin | Edit reference data and inherit every workflow gate below | - |
| `hcm-lifecycle-workflows:activate_pre_employee` | workflow-gate (lifecycle) | Transition `pre_employees` into state `activated` | ✓ |
| `hcm-lifecycle-workflows:approved_worker_change_request` | workflow-gate (lifecycle) | Transition `worker_change_requests` into state `approved` | ✓ |
| `hcm-lifecycle-workflows:view_all_pre-employees` | override (personal_content) | View all `pre_employees` rows beyond row-scope | ✓ |
| `hcm-lifecycle-workflows:manage_all_pre-employees` | override (personal_content) | Manage all `pre_employees` rows beyond row-scope | ✓ |
| `hcm-lifecycle-workflows:view_all_worker_change_requests` | override (personal_content) | View all `worker_change_requests` rows beyond row-scope | ✓ |
| `hcm-lifecycle-workflows:manage_all_worker_change_requests` | override (personal_content) | Manage all `worker_change_requests` rows beyond row-scope | ✓ |

### 8.2 Business rules

| rule_name | data_object | source flag | intent |
| --- | --- | --- | --- |
| `pre-employee_edit_scope` | `pre_employees` | has_personal_content | Row-scope by default; override via `hcm-lifecycle-workflows:view_all_pre-employees` / `hcm-lifecycle-workflows:manage_all_pre-employees` |
| `worker_change_request_edit_scope` | `worker_change_requests` | has_personal_content | Row-scope by default; override via `hcm-lifecycle-workflows:view_all_worker_change_requests` / `hcm-lifecycle-workflows:manage_all_worker_change_requests` |

## 9. Roles, RACI, and responsibilities (derived)

_Baseline roles, the permission hierarchy, and RACI realization are DERIVED from this scope's entity-type write tiers + `process_raci`; none of it is stored in the catalog (the deployer provisions it from this blueprint)._

### 9.1 `HCM-LIFECYCLE-WORKFLOWS`

**Baseline roles:**

| role | baseline grant |
| --- | --- |
| `hcm-lifecycle-workflows_viewer` | `hcm-lifecycle-workflows:read` |
| `hcm-lifecycle-workflows_manager` | `hcm-lifecycle-workflows:manage` |

**Permission hierarchy:**

| permission | includes |
| --- | --- |
| `hcm-lifecycle-workflows:admin` | `hcm-lifecycle-workflows:manage` |
| `hcm-lifecycle-workflows:manage` | `hcm-lifecycle-workflows:read` |
| `hcm-lifecycle-workflows:admin` | `hcm-lifecycle-workflows:activate_pre_employee` |
| `hcm-lifecycle-workflows:admin` | `hcm-lifecycle-workflows:approved_worker_change_request` |
| `hcm-lifecycle-workflows:admin` | `hcm-lifecycle-workflows:view_all_pre-employees` |
| `hcm-lifecycle-workflows:admin` | `hcm-lifecycle-workflows:manage_all_pre-employees` |
| `hcm-lifecycle-workflows:admin` | `hcm-lifecycle-workflows:view_all_worker_change_requests` |
| `hcm-lifecycle-workflows:admin` | `hcm-lifecycle-workflows:manage_all_worker_change_requests` |

**Processes wired:**

| process_key | process_name | PCF code | PCF ID | level | description |
| --- | --- | --- | --- | --- | --- |
| `manage_maintain_employee_data` | Manage and maintain employee data | 7.7.3 | 10524 | 3 | Capturing and updating employee information and data and information on the employees. |

**RACI realization:**

| actor | kind | raci | process_key | realization |
| --- | --- | --- | --- | --- |
| `HR-PEOPLE-OPS-SPECIALIST` | persona | responsible | `manage_maintain_employee_data` | grant gates [hcm-lifecycle-workflows:approved_worker_change_request] + the gated entities' write tier |
| `HR-BUSINESS-PARTNER` | persona | accountable | `manage_maintain_employee_data` | approval gate |
| `HR-HRIS-ADMIN` | persona | consulted | `manage_maintain_employee_data` | advisory read grant |
| `PEOPLE-MANAGER` | persona | informed | `manage_maintain_employee_data` | notification side effect (trigger_event / webhook_receiver) |

### 9.2 Functional ownership and default grants

| responsibility | business function | default role | default tier |
| --- | --- | --- | --- |
| owner | Human Resources | `admin` | `:admin` |
| contributor | Finance | `manage` | `:manage` |
| contributor | IT Operations | `manage` | `:manage` |
| contributor | Legal | `manage` | `:manage` |
| contributor | Payroll | `manage` | `:manage` |
| consumer | Executive | `read` | `:read` |
| consumer | Governance, Risk and Compliance | `read` | `:read` |