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Workflows

  • Can an Employee Trigger a Workflow?

    In HRWize, you have the ability to create a workflow that the employee can trigger themselves.  Please Note - This ONLY Applies to Task > Task workflows. To create a workflow you to go: Admin > HR > W...

  • Triggering An Off-Boarding Workflow

    On HRWize, you have the ability to setup custom off-boarding workflows and have them trigger automatically for leavers in your system. Firstly, you will need to create the off-boarding workflow and th...

  • Workflow Yes/No - Move to Specified Step on No

    Within workflows, there is an option for a Yes/No step - if the person actioning the workflow chooses YES this simply moves the workflow to the next step. If they choose NO, they have 5 options: End w...

  • Types of Workflows

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

  • 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 ne...

  • 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 important...

  • Workflow Sensitive Emails

    Often when using a workflow, the content of the generated email may contain sensitive employee information such as the employee Social Insurance Number, salary details and so on. To aid with data secu...

  • Workflow Email Placeholders

    Most steps within 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...

  • 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 rec...

  • When should I use notify only in a workflow?

    Workflows are accessed via Administration > HR > Workflows. When setting up steps in an APPROVAL workflow, there is a option for Notify only when adding a workflow step.   On the surface this does exa...