Step 4: Set up Workflow Roles

Set up the roles involved in the workflow process.  Roles indicate the part or function played in the workflow approval process.

For example, in a simple workflow, there may be Roles of:  1st Approver, 2nd Approver, Final Approver.

For more complex workflows, roles may be increased or may be in a different company or country or department.

At each workflow stage, if there is no-one to forward the record to, the system will display an alert message.

Skip this step if Roles are NOT being used.  

The system will use the Reporting Relationships in HRplus (Employee to Direct Supervisor) as the 2-step approval process.

System Configurations>>Workflow>>Workflow Roles

Role Code/Name:  enter a user-defined Code and Description to identify each role in the workflow.

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