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Workflows

  • Changing Workflows

    If you have an existing workflow that requires amending, please navigate to: Administration > HR > Workflows  You can either use the search bar to find the workflow you need, or use the page numbers/a...

  • Removing Workflow Notices for Employees

    Sometimes workflow notices are no longer required but remain in the To Do's section and take up screen space if they are not going to be completed in full. To remove workflow notices for an employee s...

  • Workflows Not Triggering Due To Restrictions

    The below article is relating to the workflow builder which can be found in: Administration > HR > Workflows There may be times when you have a workflow that hasn't triggered for 1 or multiple employe...

  • Custom Links and Button Text in Workflow Email Steps

    There is now the option to use custom links and button text to increase the flexibility of custom workflows.   Custom links - Directs user to specific page/record in system Custom button text - Replac...

  • Data Changes Data Types

    In reporting and workflows, it is possible to report on and trigger a continuous workflow on certain types of data changing in the system - this allows you to see, for example, if someone has changed ...

  • What does the "All comments visible" option mean when building a workflow?

    Within the Add/ Edit page of building a workflow, you have the ability to include workflow comments. This is shown in: Administration > HR > Workflows > Add or Edit When setting up your rules for a wo...

  • Requisition Workflow Triggered by Job

    When a requisition approval workflow is triggered, historically it would be based on the hiring manager i.e. the manager who has created the requisition - for example if you have an approval workflow ...

  • Include or Restrict Employees of More Than/Less Than "'x" Years Length of Service to be Included in a Workflow

    When you create a workflow you can choose which departments, sites, regions, job status, etc to run it against: You can also choose to include or exclude employees based on their length of service: Mo...

  • Allow Updating Triggered Workflows

    When using custom workflows, the workflow logic is defined by the set up of the workflow. For example who can complete a step, the due date, etc. Sometimes, as an HR or Admin, you may have a need to o...

  • How to Stop a Workflow from a Leaver

    In some circumstances, if an employee has an ongoing workflow but this employee is made a leaver, the workflow will not stop. The reason for this to happen is because if we take the example of an offb...