Creating Workflows in Subscribe-HR
From Subscribe-HR Wiki Help
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# Select the Objects folder. | # Select the Objects folder. | ||
# Select the Object that relates to the workflow you wish to create.<br>'''Example: (If you are creating a request workflow that triggers actions when Employee Property is assigned you would select the Employee Property Object.''' | # Select the Object that relates to the workflow you wish to create.<br>'''Example: (If you are creating a request workflow that triggers actions when Employee Property is assigned you would select the Employee Property Object.''' | ||
| − | # | + | # Select the '''Workflow Tasks''' sub-folder. |
| + | # Select the create button. | ||
| + | # Enter the name of the Workflow. | ||
| + | # Select the Workflow Type.<br>'''Create New or Update Existing Records''' triggers when a record is create or updated in this related object<br>'''Create New Records''' triggers when a new record is created only.<br>'''Time Based is triggered when an event reaches a defined date or time. | ||
| + | # | ||
Revision as of 08:26, 29 June 2010
Workflows Explained
You are probably wondering what Request Type Workflows are and how they can help automate HR processes.
Request Type Workflows are a sequence of connected steps that are triggered when an action is performed, these steps may cause someone to be notified of the action and the person notified to respond to the action.
Example: An Employee submits a Leave Request, this could trigger a workflow to notify the manager.
The manager will receive a request template, when the manager approves or denies the request for leave this triggers another action in the workflow to notify the employee of the outcome of the leave request.
Creating Request Type Workflows
- After logging into the Subscribe-HR portal, select the Development TAB.
- Select the Objects folder.
- Select the Object that relates to the workflow you wish to create.
Example: (If you are creating a request workflow that triggers actions when Employee Property is assigned you would select the Employee Property Object. - Select the Workflow Tasks sub-folder.
- Select the create button.
- Enter the name of the Workflow.
- Select the Workflow Type.
Create New or Update Existing Records triggers when a record is create or updated in this related object
Create New Records triggers when a new record is created only.
Time Based is triggered when an event reaches a defined date or time.
