Step 3: Set up Workflow Definition

Updated on Jul 14, 2020

Define the workflow by entering a name, the organization units to which it applies and the Effective Date on which it should be initiated.

It is recommended that the setup of the workflow be completed before the workflow is made active.

System Configurations>>Workflow>>Workflow Definitions

Country, Company, Division, Department, Section: select the workflow criteria - the appropriate combination of Country, Company, Department, Section for which the workflow applies.
HR Module Type: select, from the drop-down list, the specific Transaction Type or ALL HR TRANSACTIONS to which the workflow applies. This list is populated by the list of transaction types set up via Personnel>>Transaction Types. How do I set up transaction reasons?
Effective Date: select the date on which the workflow will become effective. On initial insert, the workflow is Inactive.
Save the record and it will be displayed in the list.

It is advised that the workflow be made Active only when the setup is complete.

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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