Classic | Creating a Workflow Path

Classic | 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.

Please note: Click on any image in the article to enlarge.

NextGen or Classic

The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable. 

This article covers Creating a Workflow Path for the Classic version of the system.

An Example of the Classic Landing Page


The article that explains the same for the new and improved NextGen version, is coming soon.

An Example of the NextGen Landing Page


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:Company Menu>Configuration>Workflow Configuration

Overview





Workflow Company Settings

Navigation:Company Menu>Configuration>Company Settings







Examples of Workflow Items submitted via a Workflow Path on ESS






Important Comments

Tips
  1. Workflow paths can be created per Leave Type or Leave Scheme.
  2. Workflow paths need to be configured for each Employee Request and Claim created.
  3. 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.

Navigation: Company Menu>Configuration>Company Enumerations>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.

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