Help Site

Step 5: Define Workflow Roles

Updated on

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. 

System Configurations>>Workflow>>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.

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 4:  Set up Workflow Roles

Step 8:  Use Roles for  Workflow Stages

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article Step 4: Set up Workflow Roles
Next Article Step 6: Set up Workflow Stages - Overview

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

Recently Updated Articles

More Recently Updated Articles
Print Article
Still Need Help? Contact Us