How do I setup a workflow path according to a workflow role?
Use the following steps to configure a workflow according to a workflow role. These steps can also be applied to claim workflow paths.
Step 1: For leave workflow paths, enable the "If advanced leave workflow rules are being utilised, enable this option on the leave approval screen." company setting.
Navigate > Configuration > Human Resources > Leave Administration > Leave Settings
Navigate > Configuration > Basic Settings > Dropdown Management > Workflow Roles
Step 3: Link the employee/s to the Workflow Role.
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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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?
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