Step 8: Use Roles for Workflow Stages
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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