On which screen can an employee be linked to a workflow role?
An employee can be linked to a Workflow Role under the Additional section on their Position screen.
Navigate > Employee > Basic Information
> Position > Reporting Line > Additional
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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 ...
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 create a workflow role?
Workflow roles may be created and used to accommodate exceptions in workflow paths. A workflow role is created by selecting the "+ " button on the Workflow Roles screen. Navigate > Configuration > Basic Settings > Drop Down Management > Workflow ...
How do I configure a leave workflow path?
When approving leave applications, the system offers a default workflow path from the employee to the directly reports to person on the Premier and Master Payroll Edition. Should you need to accommodate more levels of authorisation, a workflow path ...
Why would employees receive error message: "No workflow found." when applying for leave or claims?
There are a number of reasons why an employee would receive the "No workflow found." error message. If any of the below points are not validated, may result in the error: The employee has a directly reports to person loaded on their position screen. ...