Step 4: Define Workflow Roles

Updated on Sep 03, 2024

System Configurations>>Workflow>>[Select Workflow Role]>>[+]>>New Role Definition

New Role Definition

At this step, the job/s and scope of each Role must be defined. Each Role can have more than one job linked to it.

The system, when sending the approval form along the workflow, will retrieve all employees who meet the Job and Job Scope criteria and send the form to them at the appropriate stage of the workflow.

Skip this step if Reporting Relationships are being used INSTEAD OF roles.

Define Workflow Roles

Job: select the Job you wish to link to the Role. Unlimited jobs may be linked to a Role.
All jobs defined in a Role will be part of the approval process.
Repeat the process to link additional Jobs.

Job Scope Definition

The Job Scope allows you to define further parameters for the identification of an approver as follows:

The system will retrieve all employees who meet the specified criteria of Job and Job Scope and send the approval form to them at the appropriate stage of the workflow.

Step 3: Set up Workflow Roles

Step 6: Use Roles for Workflow Stages

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Introduction and Key Concepts 4

Set Up Recruitment 7

Set Up Onboarding Parameters 7

Set Up Recruitment Workflow (Optional) 11

Initiating the Recruitment Process 8

Set Up Applicants 5

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Conducting Interviews 4

Process Applicants and Hire a Candidate 8

Finalizing Staff Requests 6

Recruitment Module FAQs 8

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