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Workflows

  • Workflow Example: Mileage Approval

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

  • Triggering a Workflow Based on Time Off Duration

    Within HRWize, it is possible create a workflow which will trigger based on the duration of a time off instance. To start navigate into Administration -> HR -> Workflows Once on the Workflows page jus...

  • Using Employee Custom Fields to Trigger Workflow Tasks

    HRWize provides the ability to create Custom employee fields which can be added to employee records. You can use your Custom employee fields to trigger a Continuous workflow when the status of the Emp...

  • Using Employee Custom Fields as Continuous Workflow Change Trigger

    HRWize provides the ability to create Custom employee fields which can be added to employee records. You can use Custom employee fields when creating a workflow with: Workflow category - Continuous Wo...

  • Only Usable in Workflow Option

    When creating a form there is an option called Only usable in workflow - this option controls how a form can be accessed to be filled in but also can be used to limit visibility of the form completely...

  • Why can't I select my return to work form in my workflow?

    In some cases, you may have created your own custom return to work workflow. In this process, you will want to send out your return to work form however when creating the workflow step to do so you ma...

  • Why Bank details workflow randomly/incorrectly triggered?

    If you have a continuous workflow for bank details changes, you might find that it triggers with no clear reason for it to start.  These workflows triggering randomly are most commonly caused by a sli...

  • Workflow Example: Annual Employee Details Check

    This workflow example will provide the steps to create and configure a workflow, instructing employees to ensure their personal details are up to date when they reach their employment anniversary. Nav...

  • Changing Task Recipients in Workflows

    You are able to manually amend the recipients for workflow tasks, allowing for greater flexibility to make changes to workflows that are in progress.  This can be especially useful if for example an e...

  • Head of HR and HR Business Partner Fields

    Head of HR and HR Business Partner has been added to the System to provide greater flexibility when creating Workflows. To begin to use these fields firstly you will need to set them within your Envir...