How do I configure a workflow path for employee change requests?

How do I configure a workflow path for employee change requests?

This feature is only available on the Master payroll edition.

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:" dropdown list.

        

Step 2: Choose an employee request type from the "employee request type" dropdown list.

        

Step 3: Base the workflow path on a Workflow Role, Region or Security Role according to the company's specifications.

         

Step 4: Depending on the option selected in step 3, select the relevant workflow role, region or security role to which the workflow will apply.

      

      

      

Step 5: Specify the "number of steps required:".

      

Step 6: Configure the steps that the workflow path must follow, and click on the "Save" button.

     
    • Related Articles

    • How do I configure the system so that employees can submit employee/change requests via ESS?

      This feature is available on the Premier and Master payroll edition. An employee change request refers to a formal request made by an employee to initiate a change in their employment details or circumstances within the company. This request can ...
    • 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 ...
    • 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 region?

      This feature is only available on the Master payroll edition. Make use of the following steps to configure a workflow path according to a region. Step 1: Tick the option "Do you want to use the more involved Hierarchy Structure Module (if not, a ...
    • How do I configure employee/change request types on company level?

      This feature is available on the Premier and Master payroll edition. Employee (change) request types have to be created on company level before linking them on employee level. Navigate > Configuration > Basic Settings > Dropdown Management > Other ...