Basic Settings | Creating a Workflow Path
Overview
The Workflow Configuration Screen allows you to create rules for workflow items to move through a defined number of approval steps.
Workflows can be setup for Claims, Commissions, Employee Request and/or Leave.
Edition
This feature is available on Premier and Master edition.
Please note: Basic Workflow Functionality that limits you to a 1 Step Approver-Workflow for a Claim Item, is available on Premier edition
Navigation Path
Navigate > Config > Basic Settings > Company Settings > Workflow Configuration
Details
The Workflow Configuration Screen
Workflow Path based on a Security Role
By default, when a workflow path has been based on the Employee Self Service (ESS) security role, the same workflow path will be followed for managers. Workflow paths based on a Manager Self Service (MSS) security role, will be ignored if created.
Should the user have both payroll access and an ESS profile, a workflow path based on the Company Level User Profile’s security role will have to be created.
Multiple Approvers
If more than one approver has been set-up for a workflow step, when the one approver actions the workflow item, it will be removed from the other approver’s Inbox.
Tips
- To be included in a workflow path, the employee needs to be active on the payroll.
- Different workflow paths for different groups of employees may be created per workflow item.
- Once a workflow path for claims has been set-up, when the employee submits a claim, the same path will be followed for all claim components.
- Workflow paths need to be configured for each employee request.
- Workflow paths can be created per leave type or leave scheme.
Enable the below setting when using Workflows for Leave - Activate a company setting to select the directly reports to person from a company within the group on the Position Detail Screen.
- Should you select, for example, Region to base the workflow path on, it is advisable that a workflow path for every Region created on the payroll, to be configured. The same principal applies when basing a workflow path on a Workflow – or Security Role.
Related Articles
Basic Settings | Creating a Workflow Path
Overview The Workflow Configuration Screen allows you to create rules for workflow items to move through a defined number of approval steps. Workflows can be setup for Claims, Commissions, Employee Request and/or Leave. Note! Basic Workflow ...How do I create a workflow path with multiple approvers/steps?
A company level user can configure workflow path with multiple approvers/steps on the Workflow Configuration screen. This is an Advanced Workflow Configuration feature that will be done by specifying the number of steps required in the workflow. ...How do I setup a workflow path according to a workflow role?
Use the following steps to configure a workflow according to a workflow role. These steps can also be applied to claim workflow paths. Step 1: For leave workflow paths, enable the "If advanced leave workflow rules are being utilised, enable this ...Basic Settings | Workflow Path setup for Employee Requests
Overview Employee requests can be set-up to formalise and simplify administrative processes in the company. An employee request is a document workflow tool which requires approval. Examples of employee requests include, a request to change banking ...How do I configure a workflow path for employee change requests?
Workflow paths need to be configured for each employee request on the Workflow Configuration screen. Navigate > Configuration > Basic Settings > Company Settings > Workflow Configuration Step 1: Select "Employee Request" from the "workflow item:" ...