Workflows - Create Workflow Instance

Instances are based on existing Workflow templates and allow Workflow Instance information to be displayed directly on the HR Portal Homepage.

  • From the Actions drop-down menu, click Create Workflow Instance.

    Workflows_-_Actions_-_01.png

  • Select the Workflow that should be used, then enter a name and target completion date for the Workflow Instance.

    Workflows_-_01.png

  • Click Add Workflow
  • Your new workflow instance will be added to the list.

    Workflows_-_02.png

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