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 Functionality that limits you to a 1 Step Approver-Workflow for a Claim Item, is available on Premier edition
Edition
This feature is available on Premier and Master 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 a 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.
- If a user is linked to both a workflow role and a security role, a dedicated workflow path must be created for the respective workflow role. This is because the system will prioritize the workflow role over the security role when processing workflow items.
Multiple Approvers
When multiple approvers are configured for a workflow step and are linked to the same security role, workflow role, or region, the workflow item will be removed from the other approvers' Inbox once one approver actions the item.
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
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 ...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:" ...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:" ...How do I configure a claim workflow path?
The system only allows one workflow path to be created for all claim components configured, based on workflow role, region or security role, for which all claims will follow accordingly. Step 1: Configure the Claim Component Settings screen. Related ...