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Summary Steps to set up Workflow for HR Transactions

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The steps are as follows:

  1. Set up Letter Templates.  Step 1:  Set up Letter Templates
  2. Set up Workflow Processes.  Step 2:  Set up Workflow Processes
  3. Set up Workflow Definition.  Step 3:  Set up Workflow Definition
  4. Set up Workflow Roles.  Step 4:  Set up Workflow Roles
  5. Define Workflow Roles.  Step 5:  Define Workflow Roles
  6. Set up Workflow Stages - Overview.  Step 6:  Set up Workflow Stages - Overview
  7. Link Workflow Stages to Workflow Processes.  Step 7:  Link Workflow Stages to Workflow Processes
  8. Use Roles for Workflow Stages. Step 8:  Use Roles for  Workflow Stages
  9. Auto-Escalate Workflow Stages. Step 9:  Auto-Escalate Workflow Stages
  10. Workflow Stages Add-Ons.  Step 10:  Workflow Stages Add-Ons
  11. Activate Workflow.  Step 11:  Activate the Workflow

Before using this module, please ensure that:

  1. Reporting relationships (Employee to Direct Supervisor) have been set up and are accurate (Personnel>>Positions>>All Positions (Filled and Vacant)>>[Edit Position Supervisor])
  2. Employees have valid user accounts (Security>>User Administration)
  3. The user-defined Workflow Roles for the various  HR Transactions are identified.
  4. The user-defined Workflow Stages for the various  HR Transactions are identified.

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Next Article Step 1: Set up Letter Templates

Personnel

Introduction and Key Concepts 4
Set Up Company Structure 15
Set Up General Codes 12
Set Up Qualification Related Codes 7
Set Up Payroll Related Codes 2
Set Up Transactions 5
Set Up Letter Templates 6
Set Up HR Workflow 12
Set Up Event Reminders 11
Set Up Job Profiles 7
Set Up Onboarding 9
Position Management 12
Hiring and Onboarding 9
Employees 4
Employee Transactions 13
Contracts 5
Immigration 10
Offboarding 11
Personnel FAQs 9

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