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 simplistic option will be used):" to activate the Advanced Organisation structure module.
Navigate > Configuration > Basic Settings > Company Settings > Basic Company Information > General > Details
Step 2: Create a region on company level.
Related FAQ
Navigate > Configuration > Basic Settings > Dropdown Management > Regions
Regions may be configured using the Bulk Actions functionality as well.
Navigate > Bulk Actions
Step 3: Link the employee/s to the region.
Navigate > Employee > Basic Information > Position > Additional
Step 4: Configure the workflow.
Configuration > Basic Settings > Company Settings > Workflow Configuration
Note!
If the next approver is not linked to a security role (as in the above screenshot), they can be linked to a workflow role and the workflow configuration can be adjusted accordingly.
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