Step 6: Use Roles for Workflow Stages
System Configurations>>Workflow>>Workflow Definitions>>[+]>>Workflow Stages
Roles for Workflow Stages
Define the roles involved in each stage of the workflow process. These roles represent the specific responsibilities within the approval hierarchy, such as 1st Approver, 1st Alternate Approver, 2nd Approver, 2nd Alternate Approver, and so on. Each role ensures that the approval process flows smoothly through the designated sequence of stages.
Use Roles for Workflow Stages
Set up Stage 1 of the Workflow - Enter the Staff Request
Set up Stage 2 of the Workflow - Approve the Staff Request
Use Role: Check No to use the Reporting Relationships (Employee to Direct Supervisor) as the workflow.
The system will send the Staff Request 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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