Workflows Overview
Workflows Overview
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What is a Workflow? A Workflow is a series of sequential tasks that need to be completed in order to reach a certain goal.
In EasyWorkforce, the Workflow tool is used to define and implement approval processes within your company such as the Timesheet approval process.
Navigation:
1. Click the Global Settings Cog Wheel
2. Select Workflows
3. Pick one of the Workflow Categories and select a Workflow to edit the process. Below is a list of the available Workflows:
Schedules
- Cancel Open Shift
- Cancel Schedule
- Cancel Staff Instances
- Schedule Drop Off
- Openshift Pick up
- Publish Open Shifts
- Publish Schedules
- Swap Schedule
Assets
- Asset Request
Benefits
- Cancel Group and Instances
- Employee Cancel Plans
- New Benefits Enrollment
- Employee Eligible for Benefits
- Update Current Benefits
- Employee Dependents
Document Center
- Document Request
Trainings
- Training
Time and Attendance
- Reopen Pay Period
- Timesheet Approval - Initiated By Employee
- Timesheet Approval - Initiated By Manager
- Close Pay Period
Assets
- Cancel Time Off Request
- Time Off Request
The Workflow Toolbar
Activities - Opens a list of Activities. Drag and drop an activity to add it to the Workflow
To Delete an added Activity: Double click the Activity and click
Pan
Select - Click and drag to select multiple objects
Zoom to Fit
Save - Save changes made to the Workflow
To Delete a connection: Double click the Connection Arrow and click
To Add a connection: Click the border of an activity ,
,
and drag the Connection Arrow to an applicable Activity