Workflow Instance Details - Workflow Steps

The Workflows Steps tab allows you to review the steps of the workflow of a workflow instance, specify the resource(s) for a step, and/or complete a step.

Navigating to Workflow Instance Details 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.

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  • Click the name of the Workflow Instance.

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The 'Workflow Steps' tab has columns for:

  • Step - Name of the step.
  • Instructions - Instructions for the step.
  • Resource
  • Start/End Date
  • Target Duration
  • Actual Duration

The Actions drop-down menu allows you to:

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  • Mark Step as Complete
  • Delete Selected Step(s)

Marking Step(s) as Complete or Deleting a Step

  • Use the checkbox towards the left of a step. If there is a blue checkmark, the step has already been completed.

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  • Click Mark Step as Complete or Delete Selected Step(s) from the Actions drop-down menu.

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