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Workflows

  • Continuous Workflows - Triggering Once

    When a continuous workflow is normally triggered, this will trigger against every matching employee - for example, if we have a workflow that will send an email to the employees' manager with 5 employ...

  • Default Workflow Processes

    Unless specified otherwise in custom workflows, approval processes in the system such as time off approval will go through a built-in system default workflows. These workflows with predefined steps ar...

  • Form Field Names in Workflows

    When creating an email message on a workflow step, you can add in placeholders to pull information about an employee and certain information about items relating to employees such as time off requests...

  • Workflows Guide

    Workflows are one of the most flexible areas in HRWize. To help in understanding how workflows work, we have produced two documents on the module itself: HRWize - Workflow Guide - This document presen...

  • Linking Exit Reasons to Workflows

    In HRWize, you have the ability to start an offboarding workflow on a particular exit reason. For information on how to create an exit reason, please click here. To link a workflow to an exit reason, ...

  • Slack Integration With Workflows

    In HRWize, it is possible to link a Slack Workspace to your HRWize account so workflow messages can be sent to either individual employees or Slack Channels. The integration needs to be set up by link...

  • Triggering Workflows Against Manager-Level Job Roles

    In HRWize, you can trigger workflows against employees with a manager level job role only. This can be used to restrict a workflow, where it can only trigger against employees with a manager level job...

  • Template Letters with Workflows

    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 I...

  • Triggering a Workflow Based on a Change to Disability Status

    In the HRWize system, you can create a Continuous workflow that triggers based on any changes in the system's data. There are 2 types of continuous workflow added that triggers based on changes in the...

  • Triggering a Continuous Workflow

    One type of workflow you can implement on the system is a Continuous Workflow. Continuous Workflows will trigger automatically based on trigger conditions that you specify on the workflow properties. ...