Workflow

Within this feature, you can set up workflow rules and workflows, create and manage approval groups and also …

Workflows

Workflows

1. To create a new workflow, navigate to the Workflow page on the sidebar menu; 

2. Click on “Workflows”

3. Navigate to the “Workflows” tab on the top right corner

4. Click on the “+” button on the bottom right corner

5. Set workflow name

6. Set description

7. Set approval steps (you can set these up in Approval groups)

8. Click “Save”

Workflow rules

1. To create a new workflow rule, navigate to the Workflow page on the sidebar menu; 

2. Click on “Workflows”

3. Click on the “+” button on the bottom right corner

4. Set workflow rule name

5. Set module as as the type you are creating the workflow for

6. Select previously created request type

7. Select designated employee group

8. Select previously created workflow

9. Click “Save”

1. To manage workflow rules,  navigate to the Workflow page on the sidebar menu; 

2. Click on “Workflows”

3. Click on the Workflow rule you wish to manage

4. To edit the workflow rule, click on the “Edit” button 

5. To copy or delete, click on the “Actions” button on the top right corner

Approval groups

To set specific approvers to workflows, set up approval groups.

1. To add a new approval group, navigate to the Workflow page on the sidebar menu; 

2. Click on “Approval groups”

3. Click on the “+” button on the bottom right corner

4. Set group name

5. Click on “Add employees in group” to open a modal

6. Select employees to the group by clicking on them

7. Click “Save” to close the modal

8. Click “Save”

To managers

1. To designate manager rights to approval groups and roles, navigate to the Workflow page on the sidebar menu; 

2. Click on “To managers”

3. Click on the “+” button on the bottom right corner

4. Set name for the rule

5. Select what role or approval group should have the rights

6. Select designated employee group that employees with this manager rights see

7. Select module 

8. Select request type that these employees have the manager rights to

9. Select what rights these managers have - whether they can only view, view and approve, view and create or everything above.