A Guide to setting up Workflows for HR Transactions

Updated on Jun 02, 2025

Before using this module, please ensure that:

Reporting relationships (Employee to Direct Supervisor) have been set up and are accurate (Personnel>>Positions>>All Positions (Filled and Vacant)>>[Edit Position Supervisor])
Employees have valid user accounts (Security>>User Administration)
The user-defined Workflow Roles for the various HR Transactions are identified.
The user-defined Workflow Stages for the various HR Transactions are identified.

Step 1	Set Up Letter Templates:
	Personnel>>Personnel>>Letter Templates
	Letter Templates	The Letter Templates and Generate Letters options enable users to create one-time user-defined letter templates for various purposes, and automatically generate these letters as needed. Step 1: Set up Letter Templates
Step 2	Set Up Workflow Processes:
	System Configurations>>Workflow>>Workflow Processes
	Workflow Processes	Create unlimited user-defined workflow processes or steps. Input your company's workflow steps after understanding and identifying them. Step 2: Set up Workflow Processes
Step 3	Set Up Workflow Definition:
	System Configurations>>Workflow>>Workflow Definitions
	Workflow Definitions	Define the workflow by entering a name, the organization units to which it applies and the Effective Date on which it should be initiated. Step 3: Set up Workflow Definition
Step 4	Set Up Workflow Roles:
	System Configurations>>Workflow>>Workflow Roles
	Workflow Roles	Establish the roles in the workflow process. Indicate the specific function or role played in the approval process. Step 4: Set up Workflow Roles
Step 5	Define Workflow Roles:
	System Configurations>>Workflow>>Workflow Roles>>[Select Workflow Role]>>[+]>>New Role Definition
	Role Definitions	Define the job/s and scope of each Role. Roles can have more than one job linked to it. Step 5: Define Workflow Roles
Step 6	Set Up Workflow Stages:
	System Configurations>>Workflow>>Workflow Definitions>>[Select the Workflow]>>[+]>>Workflow Stages
	Workflow Stages	Stages of the Workflow determine the movement of transactions from one person to the next in the approval process. Step 6: Set up Workflow Stages - Overview Step 7: Link Workflow Stages to Workflow Processes Step 8: Use Roles for Workflow Stages Step 9: Auto-Escalate Workflow Stages Step 10: Workflow Stages Add-Ons
Step 11	Activate Workflow:
	System Configurations>>Workflow>>Company-Workflow Links
	Company-Workflow Links	Once setup is completed the workflow can be activated via the following options: Company-Workflow Links Workflow Definition Step 11: Activate the Workflow

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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 14

Hiring and Onboarding 9

Employees 4

Employee Transactions 14

Contracts 5

Immigration 10

Offboarding 11

Personnel FAQs 9

Help Site

A Guide to setting up Workflows for HR Transactions

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