Creating Performance Workflows
From Subscribe-HR Wiki Help
Performance workflows define steps which various entities (employees, managers and peers) need to complete in order to finalise the entire review. There are four step types that can be created: Define, PDP (Personal Development Plan), Check-in and Review. Each step is described in details below.
Creating New Workflow
Workflow steps are added by clicking on Add Step button. Each step type has parameters that are
- After logging into Subscribe-HR, select Performance option under the GENERAL area from the left hand navigation.
- Select the Worfklow folder.
- Click [Create New] button.
- Fill in the fields as defined below.
- Select the [Save] button.
|Name||Performance workflow name.|
|Workflow Steps||Workflow steps can be added by clicking on Add Step button. A dialog box will come up and prompt for step details. Each step type is described in sections below.|
Adding Workflow Steps
After clicking on Add Step a dialog box will come up with step options. The following ones are common across all steps.
|Delayed Start||Allows for a step to be started at a later date. There are two options. No - indicating that step will start immediately. After Time Interval - additional option will show up Start After which will allow specifying the time offset.|
|Start After (If Delayed Start = After Time Interval)||Allows users to specify time offset as numeric value and units (Hours, Days, Weeks, Months).|
|Name||Name of the step.|
|Assign To||Who this step should be assigned two. Can be one or a combination of Employe, Manager and Peers.|
|Lock Step||Defines whether step has a time limit. There are two options. Never - step does not have a due date. It is completed when user clicks submit button. After Time Interval - additional option will show up Lock After which will allow specifying the time offset for when step due date should be set to.|
|Lock After (If Lock Step = After Time Interval)||Allows users to specify time offset as numeric value and units (Hours, Days, Weeks, Months).|
|Email Rules||Allows users to configure emails that will trigger based on an action in a workflow process. More details outlined in the section below.|
Email rules can be created on the fly to cater for a number of various use cases. For example hr manager may want an email to be sent to managers to let them know if particular step in a workflow has been completed or notify an employee that step due date is approaching. Email rules can be added by clicking Add Rule button. A new line will be added to the list of rules.
|Event||What action will trigger the workflow e.g. step completion.|
|By||Action performed by or related to. For example step completed by employee.|
|Recipient||Who will receive the email.|
|Template||Link a predefined correspondence template. For more information on how to create correspondence click here.|
Define Step Type
The following options are related to the definition step type.
|Define Items||Defines which items need to be defined at this step. Available options are: skills, goals and behaviours.|
|Define Templates||Allows users to specify which system templates to use when defining items. Templates can be created using Subscribe-HR layout tool. Click here to see description for each option in define template section.|
PDP Step Type
The following options are related to personal development plan step type.
|Define Templates||Allows users to specify which system templates to use when defining goals and action plans. Templates can be created using Subscribe-HR layout tool. Click here to see description for each option in define template section.|
Check-in Step Type
The following options are related to the check-in step type.
|Check-in Template||Specify a template to use for checking. Must be a canvas of type performance.|
Review Step Type
The following options are related to the review step type.
|Employee/Manager/Peer Permissions||A permission assignment section will show up for each user type assigned to a step. These permissions specify what information can be accessed by which type of user. Jump to review permissions details.|
The following options are related to the define templates section in the workflow step definition.
|User Type (Auto-assigned)||Who will use this particular template. Employee, manager or peer.|
|Define Item (Auto-assigned)||What item the template is used for. Goal, skill etc.|
|Template||Template to use to create new or edit existing records.|
Granular permissions can be set against each user performing a review. For example it is possible to allow managers to see employee scores but not comments. At the same time it is also possible not to allow peers to view any of the answers from managers or employees. [User Type] will be automatically filled in based on selection made in Assign To field.
|View [User Type] Scores||Can current user view scores of [User Type].|
|View [User Type] Comments||Can current user view comments of [User Type].|
|View [User Type] Answers||Can current user view answers of [User Type].|