How do I setup a workflow path according to a workflow role?

How do I setup a workflow path according to a workflow role?

AlertThis 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 > Leave Settings 


Step 2: Create a Workflow Role on company level.
Navigate > Config > 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.

      Navigate > Config > Basic Settings > Company Settings > Workflow Configuration

      

    • Related Articles

    • 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 ...
    • 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 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 ...
    • 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 | 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 ...