The steps are as follows:
- Set up Letter Templates. Step 1: Set up Letter Templates
- Set up Workflow Processes. Step 2: Set up Workflow Processes
- Set up Workflow Definition. Step 3: Set up Workflow Definition
- Set up Workflow Roles. Step 4: Set up Workflow Roles
- Define Workflow Roles. Step 5: Define Workflow Roles
- Set up Workflow Stages - Overview. Step 6: Set up Workflow Stages - Overview
- Link Workflow Stages to Workflow Processes. Step 7: Link Workflow Stages to Workflow Processes
- Use Roles for Workflow Stages. Step 8: Use Roles for Workflow Stages
- Auto-Escalate Workflow Stages. Step 9: Auto-Escalate Workflow Stages
- Workflow Stages Add-Ons. Step 10: Workflow Stages Add-Ons
- Activate Workflow. Step 11: Activate the Workflow
Before using this module, please ensure that:
- Reporting relationships (Employee to Direct Supervisor) have been set up and are accurate (Personnel>>Positions>>All Positions (Filled and Vacant)>>[Edit Position Supervisor])
- Employees have valid user accounts (Security>>User Administration)
- The user-defined Workflow Roles for the various HR Transactions are identified.
- The user-defined Workflow Stages for the various HR Transactions are identified.