Set up the roles involved in the workflow process. Roles indicate the part or function played in the workflow approval process e.g. 1st Approver, 2nd Approver or Level 1, Level 2 etc.
System Configurations>>Workflow>>Workflow Definition>>[expand record]>>Workflow Stages
Use Role: Check No to use the Reporting Relationships (Employee to Direct Supervisor) as the workflow.
The system will send the HR Transaction to the employee’s Direct Supervisor for approval/review as set up in the reporting structure of HRplus (Personnel>>Positions>>All Positions (Filled and Vacant)).
4. Use Role: check Yes or No and select the Role to be played at the selected stage of the workflow:
- At Stage 1, the Role should ALWAYS be set to NO as this is the record creation or initialization stage and therefore roles CANNOT be used.
- At Stage 2 and thereafter, the Role can be set to YES or NO. If YES is selected, then select the Role from the drop-down list.
- At the Final Stage, the Role can be set to YES or NO. If YES is selected, then select the Role from the drop-down list.
5. Alternate Role Name: select an alternate role – this may or may not be the same as the selection in the Use Role above. This Role is selected in the event that the selected Role is unavailable.
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