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Step 6: Set up Workflow Stages - Overview

Updated on Jul 14, 2020

The stages of the Workflow determine the movement of transactions from one person to the next in the approval process.

The Stages start at 1 and are numbered consecutively. You may set up an unlimited number of stages but a minimum of 2 is required.

Two (2) workflow stages MUST also be set up for workflows that ONLY use Reporting Relationships.

System Configurations>>Workflow>>Workflow Definition>>[expand record]>>Workflow Stages

The setup of Workflow Stages is broken up into multiple articles (Steps 6 to 10), each describing the fields/components on the Workflow Stages screen as follows:

Step 6 - Overview.

Step 7 - Stages. Step 7: Link Workflow Stages to Workflow Processes

Step 8 - Roles. Step 8: Use Roles for Workflow Stages

Step 9 - Auto-Escalate. Step 9: Auto-Escalate Workflow Stages

Step 10 - Add-On. Step 10: Workflow Stages Add-Ons

Previous Article Step 5: Define Workflow Roles

Next Article Step 7: Link Workflow Stages to Workflow Processes

Personnel

Introduction & 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 7

Position Management 11

Hiring and Onboarding 9

Employees 3

Employee Transactions 12

Contracts 4

Immigration 10

Offboarding 11

Personnel FAQs 9

Step 6: Set up Workflow Stages - Overview

Personnel

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