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Workflows

  • Recruitment Workflows

    In HRWize, there is a separate subtype of workflow for custom recruitment workflows. When created, these workflows can be selected to be triggered against a candidate at any point in the recruitment m...

  • Super Approver - Workflows

    A Super approver can be used to assign a second individual as an approver for requests that require approval such as timeoff request or expense reports. The difference between standard Approvers and S...

  • Send Form to Trigger Workflow

    In workflows, there is a workflow step type that can be used to send a form completed outside of a workflow to a recipient in a workflow step. In order to use this, you must first set the Trigger work...

  • Time Off Deletion Workflow

    If you would like to either be notified of, or to require approval, when an employee deletes or cancels a Time Off request, you can use a Time Off Deletion Approval workflow to achieve this. When buil...

  • Approval Workflow Step

    When building a custom approval workflow for Time Off/Training and other types of request, you will need to include a Require Approval workflow step on your workflow. This workflow step type will appe...

  • Workflow Step: Yes / No - Including Existing Form

    There is a workflow step where you can send a Yes/No step to a workflow recipient and send a completed form along with it. This step can be used when you want someone to be able to review a form but n...

  • Workflow Step Type - Send link to Report

    In workflow step types, there is an option to send an employee a link to a report via a workflow, called Send link to Report. This step type will send an email out to the specified recipient and from ...

  • Workflows Probation Trigger

    Within building a workflow, it is possible to determine whether the workflow will trigger for employees who are currently in probation. When building a workflow, you will see the following option: Thi...

  • Workflows - Anniversary and Birthday Triggers

    Within a workflow, it is possible to trigger emails at a set period before, on, or after an employee's work anniversary or birthday. Workflows of this type can be used to prearranged actions around em...

  • Workflow Step Type - Send Existing Form (Externally)

    If you wish to send a read only view of a form to an external address, you can do so through the workflow step type called Send existing form (externally). This will display the completed contents of ...