A workflow consists of a series of activities/tasks that are required to complete a particular policy action or transaction application. Workflows in SecurTime provide an easy way to streamline tasks when there are different levels of approvers for the application.
You can configure a workflow for different workflow types. These include:
- Leave application
- Leave application withdraw
- Overtime application
- Overtime application withdraw
- Special Request application
- Special Request application withdraw
- Manual Punch application
- Manual Punch application withdraw
- Comp-off application
- Comp-off application withdraw
- Attendance policy application
- Leave policy application
- Overtime policy application
- Workhour policy application
- Profile update policy application
To configure a new workflow in SecurTime
- Select Policy Management>Workflow Configure. The Workflow Configurations page is displayed.

- Select Configure New Workflow. The Configure New Workflow page is displayed.

- Select the Affiliate.
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Select the WorkFlow Type.

The Workflow Type options can be any of the following:
When you select this workflow type, the Select Leave Type field is displayed where you can select different leave types such as Casual Leave, Paid Leave, Sick Leave, etc. based on your leave type configuration.

When you select this workflow type, the Select Leave Type field is displayed where you can select different leave types such as Casual Leave, Paid Leave, Sick Leave, etc. to withdraw your leave application.

When you select this workflow type, you can set the workflow type for overtime application approvals.

When you select this workflow type, you can set the workflow type to withdraw overtime application approvals.

When you select this workflow type, the Select Special Request Type field is displayed where you can select options such as On duty, Field Work, or Loss of Pay.

When you select this workflow type, you can set the workflow type to withdraw Special Request application approvals.

Select this workflow type for manual punch application approvals.

Select this workflow type to withdraw manual punch application approvals.

Select this workflow type for comp-off application approvals.

Select this workflow type to withdraw comp-off application approvals.

Select this workflow type for attendance policy application approvals.

Select this workflow type for leave policy application approvals.

Select this workflow type for attendance policy application approvals.

Select this workflow type for workhour policy application approvals.

Select this workflow type for profile update policy application approvals.

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Enter a Workflow Name.
Note : When you enter the workflow name, use only lower or uppercase letter combinations. You can also use number combinations with letters—for example, LeavePolicy Application. Spaces are allowed between characters. Special characters are not allowed in policy name, for example, @,&,_ are not allowed between letters or numbers. If you enter a special character, an error is displayed as shown in the following figure.

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Select the applicable Employee Group.
- Create the required number of approval levels in Workflow Level.

- Select the Role Type in each workflow level . The default role types are displayed: HR, Manager, and Admin.

- Select the Role Type and click Add New Level. A new workflow level is created. You can create the required number of workflow approval levels. The application is sent for approval to the first level workflow, then the second level and to the subsequent levels in the hierarchy.
For example, when you have defined two levels of approval, first the application goes for approval to the role type configured in Workflow Level 1, and then to the role type configured in next level, which is, Workflow Level 2.

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Once you have added the required number of workflow approval levels, click Submit to submit the workflow. A message is displayed that the workflow is successfully submitted.
Message Displaying that Workflow is Successfully Created
You can view/edit the workflow from Workflow Configurations main page.
See Also:
- For more information about viewing the configured workflow, see Viewing Configured Workflow.
- For more information about editing the configured workflow, see Editing the Configured Workflow.
- For more information about adding new employee groups, see Creating Employee Groups.