How do I configure a claim workflow path?
This feature is available on the Premier and Master payroll edition.
Claim workflows can be configured for all claims or per claim component.
Step 1: Configure the Claim Component Settings screen.
Related FAQ
Step 2: Create
the workflow on the Workflow Configuration screen
Configuration > Basic Settings > Company Settings > Workflow Configuration
Note
If the next approver is not linked to a security role (as in the above screenshot), the can be linked to a workflow role and the workflow configuration can be adjusted accordingly.
Related FAQ 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. Edition This feature is ...How do I setup a workflow path according to a security role?
This feature is available on the Master payroll edition. Make use of the following steps to configure a workflow path according to a security role. Step 1: Create the security role for which you want to set up the workflow path. Related FAQ How do I ...Can a workflow path be setup per claim component?
This feature is available on the Premier and Master payroll edition Yes, the workflow configuration screen allows users to configure claim workflows for specific claim items. The system allows workflow paths to be created, based on workflow role, ...How do I configure a leave workflow path?
This feature is available on Premier and Master editions When approving leave applications, the system offers a default workflow path from the employee to the directly reports to person. Should you need to accommodate more levels of authorisation, a ...How do I setup a workflow path according to a workflow role?
This feature is available on the Master edition Use the following steps to configure a workflow according to a workflow role. Step 1: For leave workflow paths, enable the below leave setting. Navigate > Config > Human Resources > Leave Administration ...