#Create a New Workflow

Follow the steps below to create a new workflow:

1. Navigate to Employee admin > Workflow designer and then click Create.

2. In the Create workflow panel, complete the following settings:

   

   • Workflow information – Enter a name and description for the workflow you are creating. The description is optional.

   • Category – Select a workflow type from the drop-down list.

   • Workflow permission – Enter a role name. Only users assigned with the role can submit request with this workflow.

   • Field to add – Select fields from the drop-down list. Only the selected fields can be edited when processing a request using the workflow.

   • Approval process settings – Configure the approval process settings for the workflow. For details on how to create an approval process, refer to Create a New Approval Process.

     • If enabling multiple approval processes for different sections, you can select an approval process for each section.

     • If disabling multiple approval processes for different sections, select an approval process for the workflow from the Approval process drop-down list.

   • Follow-up actions after approval – Click Add to add follow-up actions for the workflow. In the Add task panel, complete the following settings:

     

     • Task name – Enter a name for the task.

     • Duration – Configure how long the task will last.

     • Assign to – Configure the assignees of the task.

       NOTE

       This setting is for the onboard, edit, terminate, transfer, and pre-board workflows.

   • Applied to – Click Add to configure the scope of the workflow.

     NOTE

     
     This setting is only for the self-edit workflow.

   • Notification – By default, the email notification will be sent to approvers when the request is submitted. Select the option to configure the Cc and Bcc recipients for the email notification.

3. Click Save to save this workflow.