Creating Performance Workflows

Performance Workflows

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

1. After logging into Subscribe-HR, select Performance from the left hand navigation.
2. Select the Worfklow folder.
3. Click [Create New] button.
4. Fill in the fields as defined below.
5. Select the [Save] button.

Field Name	Description
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.

Field Name	Description
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.
Type	Step type.
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

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.

Field Name	Description
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.

Field Name	Description
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. #Define_Templates to see description for each option in define template section.

PDP Step Type

The following options are related to personal development plan step type.

Field Name	Description
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.
Type	Step type.
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.

Check-in Step Type

The following options are related to the check-in step type.

Field Name	Description
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.
Type	Step type.
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.

Review Step Type

The following options are related to the review step type.

Field Name	Description
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.
Type	Step type.
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.

Define Templates

The following options are related to the define templates section in the workflow step definition.

Field Name	Description
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.