Workflows Overview

Workflows Overview

Need a custom Workflow? Please contact us for assistance!

 

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 

 

Image from Gyazo

 

To Delete an added Activity: Double click the Activity and click 

 

  Pan

Image from Gyazo

 

   Select - Click and drag to select multiple objects

Image from Gyazo

 

   Zoom to Fit

Image from Gyazo

 

 

   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