Creating a Workflow Instance for an Employee

Navigating to Workflows for an Employee Profile

Expand Employees, expand HR Data, and click Workflows from the menu. If you are already viewing an employee profile, you can hover over HR Data and click Workflows.

CHR_-_Employee_-_HR_Data_-_Menu_Combined_-_04.png

  • Click Create Workflow Instance from the Actions drop-down menu on the Instances tab.

    CHR_-_Employee_-_HR_Data_-_Workflows_-_Actions_-_01.png

  • Select the Workflow that should be used from the drop-down menu, enter a name to include with the workflow name, and the target completion date for the Workflow Instance.

    CHR_-_Employee_-_HR_Data_-_Workflows_-_Add_-_00.png

  • Click Add Workflow when finished.
  • Your new workflow instance will be added to the list of workflow instances.

    CHR_-_Employee_-_HR_Data_-_Workflows_-_00.png

Was this article helpful?
0 out of 0 found this helpful