Creating a Workflow Path
About
The Company Workflow Setup Screen allows you to create rules for workflow items to move through a defined number of approval steps. Examples of workflow items are Claim Components, Employee Requests and Leave Applications. These workflow items need to be set-up before the workflow path can be created. Once the workflow path has been created, the workflow item is submitted via the Employee Self Service Portal.
Edition
This feature is available on Master.
Please note: Basic Workflow Functionality that limits you to a 1 Step Approver-Workflow for a Claim Item, is available on Premier.
Navigation Path
Navigate > Config > Basic Settings > Company Settings > Workflow Configuration
Overview
An extract of the Company Workflow Setup Screen.
Workflow Company Settings
Navigate > Config > Basic Settings > Company Settings > Company Settings
Important Comments
Tips
- Workflow paths can be created per Leave Type or Leave Scheme.
- Workflow paths need to be configured for each Employee Request and Claim created.
- The last step of a workflow path should always be Commit.
Workflow Roles
Should you want to apply Workflow Roles, the roles should be created before applying it in a workflow path. One option exists to access the Company Workflow Roles Screen.
Navigate > Config > Basic Settings > Dropdown Management > Workflow Roles
Once the Workflow Role has been created it will have to be linked on the Employee Position Screen.
Based on Workflow Role, Region or Security Role
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, is 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 region?
Make use of the following steps to configure a workflow according to a workflow role. Step 1: Tick the option "Do you want to use the more involved Hierarchy Structure Module (if not, a simplistic option will be used):" to activate the Advanced ...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 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 ...How do I configure a workflow path for employee change requests?
Important! 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 ...