1. Stage No.:  the system will automatically display each Stage number, starting with 1 and continuing in a sequential number for all the stages of the workflow.  This cannot be edited.  
2. Process:  select the workflow process from the drop-down. These processes were set up in Step 2.  Step 2:  Set up Workflow Processes
   • At Stage 1 - the data entry stage or initialization stage - the workflow process to ENTER a record - ENTER HR RECORD - should ALWAYS and ONLY be selected.
   • At Stage 2 - the workflow process to APPROVE a record - APPROVE HR RECORD - should be selected for this stage and any other stage thereafter as it can be used more than once.  The workflow supports an unlimited number of approvals.
   • At the Final Stage, the workflow process to POST a record - POST HR RECORD - should ALWAYS and ONLY be selected.

3.   Form:  The following are the two (2) default letters displayed in the drop-down list.  You can  select either one at any Stage in the workflow:

• HR Transaction Approval Form:  the form on which the employee’s transaction is approved/rejected/voided.
• HR Transaction Approval Form with Letter:  the form on which the employee’s transaction is approved/rejected/voided in addition to the system-generated letter.  If this option is chosen and a template has been set up via Personnel>>Letter Templates,  the system will automatically generate the letter and save it in employee documents (Personnel>>Employees>>Toggle Additional Details>>Documents).  Step 1:  Set up Letter Templates