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Workflows

  • Workflow Example: Annual Employee Details Check

    This workflow recipe will provide the steps to create and configure a workflow which instructs employees to ensure their personal details are up to date when they reach their employment anniversary. T...

  • Use of [request_status] tag

    Approval processes can be completed using a custom workflow and oft-times it is necessary to update a user on what the outcome of their request was.  The [request_status] tag can be used in this insta...

  • Sending Template Letter Using a Workflow

    The following article refers to functionality available in Workflow builder, which can be accessed by going to: Administration > HR > Workflows  It is possible, using a workflow, to automatically popu...

  • Sending a form to someone without a HRWize account

    You can send a form to someone who does not have a HRWize account by using the workflow step Send existing form (externally) in a Workflow.  This will send an email to the recipient containing a link ...

  • Setting a Workflow Triggered By Employees

    The following article refers to functionality available in Workflow builder, which can be accessed in one of the following locations, depending on your configuration: Administration -> HR -> Workflows...

  • Sending Workflow Recipients

    The following article refers to functionality available in Workflow builder, which can be accessed in one of the following locations, depending on your configuration: Administration -> HR -> Workflows...

  • Manually Completing Workflow Steps

    Sometimes within HRWize a workflow step might be stuck as incomplete, for example if the workflow step assignee is out of work and therefore cannot access the step in order to complete it. Fortunately...

  • Workflow Example: Work Anniversary Notification

    This workflow recipe will provide the steps to create and configure a workflow for a simple work anniversary reminder. Within this workflow we'll send out 4 notifications letting the HR team and an em...

  • Workflow Example: Time Off Approval

    This workflow recipe will provide the steps to create and configure a workflow for a simple Time off approval process, within this process the workflow will send the time off request to the employee's...

  • Workflow Example: Salary Change Approval

    This workflow recipe will provide the steps to create and configure a workflow for a simple Salary approval process, within this process the workflow will send the time off request to the HR Mailbox f...