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Workflows

  • Workflow Warnings

    Workflows interact with many different parts of the system. It may be that you limit a workflow to a department or a time off type or that checks get performed against documents, forms, reports, and m...

  • Offboarding Workflow

    In HRWize, you have the ability to set up custom offboarding workflows and trigger them when you make an employee a Leaver. First, you will need to create the offboarding workflow. The criteria for do...

  • Workflow Yes/No Steps

    When building a workflow, one of the types of steps you can include is a Yes/No step. This type of step gives the recipient to choose either Yes or No to a given prompt. If the recipient chooses Yes, ...

  • Workflows Types and Categories

    There are 3 types of workflows that are currently available for use within HRWize: Approval Continuous Task Each workflow has a specific purpose which is broken down into further trigger types. Below,...

  • Workflow Escalations

    Within workflows, we use a concept of escalations to allow users to customize the process under which the workflow will send out additional reminders or notify relevant individuals that a task still n...

  • Workflow - When should this happen?

    When creating a workflow step, you will be given the option to denote when the workflow step is triggered in relation to your employee, other workflow steps or specific calendar dates.  It is importan...

  • Workflow Email Placeholders

    Most steps in workflows will generate emails. These emails, as well as containing generic content, can contain placeholders which the workflow will replace with the relevant system fields when it gets...

  • Workflow Recipients

    When triggering a workflow, many of the step types including Assign to and Send email to specified recipient will prompt you to add a recipient who will receive the workflow step.   When adding recipi...

  • When should I use notify only in a workflow?

    When setting up steps in an Approval Workflow, there is an option to Notify only when adding a workflow step.: When this is set to No, the step will not generate an approval request for the recipient,...

  • Workflow Step Types

    When building any of the different types of workflow within HRWize, there is a number of different types of step which can be created. Each of the different step types denotes an action that will take...