#Workflow Designer

Workflows automate and standardize request processing through sequential tasks. In MyHR, you can create and configure the following workflows:

• Onboard – Integrates new employees into your organization.

• Edit – Updates employee profile information.

• Terminate – Manages the offboarding process when an employee leaves.

• Transfer – Handles internal moves between positions or departments.

  NOTE

  The transfer workflow is configurable but the transfer function is unsupported in the current release.

• Pre-board – Prepares new hires before their official onboarding begins.

• Self edit – Allows employees to update their own profile details.

#Understanding Workflows

A workflow covers the entire employee lifecycle management process. Within each workflow, you can configure the following settings:

• Basic information – Configure the basic information for your workflow.
  • Name and description – Customize the name and description.
  • Category – Select a workflow as required.
  • Workflow permission – Limit the role to use the workflow.
  • Field to add – Choose relevant fields to include in the workflow.
• Approval process – Configure the approval process settings.
  • Single approval process – Select one approval process for the entire workflow.
  • Multiple approval processes – If enabling multiple approval processes, assign different approval processes to specific sections.
• Follow-up actions after approval (For onboard, edit, terminate, transfer, and pre-board workflow) – Define the name, duration, and assignees for the follow-up task. You can add multiple follow-up tasks.
• Scope (For self edit workflow only) – Define the workflow’s applicability.
• Notifications – Specify the email recipients for the workflow.

#Create and Manage Workflows

To create a new workflow, you can create from scratch or copy an existing workflow. For details, refer to:

• Create a New Workflow
• Copy a Workflow

For the existing workflows, you can perform the following actions:

• Edit – To edit a workflow, select a group and click the Edit button on the command bar, or you can click the Edit button when hovering over it. You can also click the Edit button to edit a role when you are viewing the workflow details.

  

• Delete – To delete a workflow, select a workflow and click the Delete button on the command bar, or you can click the Delete button when hovering over it. You can also select multiple workflows to delete.

  

• Preview – To preview a workflow, select a workflow and click the Preview button on the command bar, or you can click the Preview button when hovering over it.