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

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:" 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 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:" ...
    • 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. Note! Basic Workflow ...
    • How do I configure employee/change request types on company level?

      Employee (change) request types have to be created on company level before linking them on employee level. Navigate > Configuration > Basic Settings > Dropdown Management > Other Dropdowns > Employee Request Type Company documents that need to be ...
    • How do I setup a workflow path according to a security role?

      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 create a Security Role? Navigate > Configuration > ...