Step 5: Define Workflow Roles
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.
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