Workflow Roles allow the application to send employee Leave Requests to the appropriate person(s) within the company for approval.

The workflow defaults to the direct supervisors of employees (i.e. once Reporting Relationships are setup in the Personnel or POWERpay module) as the first level of approvers.  How do I set up a supervisor for an employee? 

This is ideal if rules are built around a simple organisational structure.

You can, however, setup multiple levels of approval, across countries, companies, divisions, departments and sections, according to the workflow rules of more complex organisational structures.

• To setup roles, click on New Record and enter the information as prompted.

In this example, we will use two levels of approval:

1.The employee’s direct supervisor as the first level

2.The HR Manager as the second level

Here, we will only setup the Role for the HR Manager as the second level approver as the workflow processor will identify the employee’s direct supervisor from the Reporting Relationships setup either in the Personnel or POWERpay module.

Role Code & Role Name: Enter a user-defined Code & Name of the Role that you are setting up.

Note: It is important that you setup the parameters of the Workflow Role identical to the Workflow Definition so that the application will know to which Definition the role applies.

• Upon saving the record, click on the plus sign to the left to expand. Next, click on New  Role Definition to define further parameters of the role.

• In the Job Details field, select the Job of the second approver. Notice that the role is linked to a Job and not a person nor a particular position. This is to allow the application to find someone to approve the record in the event that a particular position is not filled.
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• The Job Scope allows you to define further parameters for the identification of an approver as follows:

In this example, we have instructed the application to select the Human Resources Manager found only within the parameters setup within the Workflow Definition as the Level 2 Approver.

• Next, we will return to the Workflow Definition and setup the Workflow Stages as per the Workflow Processes