Configuring a New Workflow

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:


To configure a new workflow in SecurTime

  1. Select Policy Management>Workflow Configure. The Workflow Configurations page is displayed.
Workflow Configurations Page
  1. Select Configure New Workflow. The Configure New Workflow page is displayed.
Configure New Workflow Page
  1. Select the Affiliate.

  2. Select the WorkFlow Type.

WorkFlow Type Options

The Workflow Type options can be any of the following:

  • LEAVE_APPLICATION

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.

Selecting WorkFlow Type as Leave Application

  • LEAVE_APPLICATION_WITHDRAW

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.

Selecting WorkFlow Type as Leave Application Withdraw

  • OT_APPLICATION

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

Selecting WorkFlow Type as OverTime (OT) Application

  • OT_APPLICATION_WITHDRAW

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

Selecting WorkFlow Type as OverTime (OT) Application Withdraw

  • SPECIAL_REQUEST_APPLICATION

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.

Selecting WorkFlow Type as Special Request Application

  • SPECIAL_REQUEST_APPLICATION_WITHDRAW

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

Selecting WorkFlow Type as Special Request Application Withdraw

  • MANUAL_PUNCH_APPLICATION

Select this workflow type for manual punch application approvals.

Selecting WorkFlow Type as Manual Punch Application

  • MANUAL_PUNCH_APPLICATION_WITHDRAW

Select this workflow type to withdraw manual punch application approvals.

Selecting WorkFlow Type as Manual Punch Application Withdraw

  • COMP-OFF_APPLICATION

Select this workflow type for comp-off application approvals.

Selecting WorkFlow Type as Comp-Off Application

  • COMP-OFF_APPLICATION_WITHDRAW

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

Selecting WorkFlow Type as Comp-Off Application Withdraw

  • ATTENDANCE_POLICY_APPLICATION

Select this workflow type for attendance policy application approvals.

Selecting WorkFlow Type as Attendance Policy Application

  • LEAVE_POLICY_APPLICATION

Select this workflow type for leave policy application approvals.

Selecting WorkFlow Type as Leave Policy Application

  • OT_POLICY_APPLICATION

Select this workflow type for attendance policy application approvals.

Selecting WorkFlow Type as OverTime Policy Application

  • WORKHOUR_POLICY_APPLICATION

Select this workflow type for workhour policy application approvals.

Selecting WorkFlow Type as Work Hour Policy Application 

  • PROFILE_UPDATE_POLICY_APPLICATION

Select this workflow type for profile update policy application approvals.

Selecting WorkFlow Type as Profile Update Policy Application

  1. 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.

Error Message Displayed when Special Characters are included in the Workflow Name

  1. Select the applicable Employee Group.

  2. Create the required number of approval levels in Workflow Level.
Adding Workflow Approval Levels
  1. Select the Role Type in each workflow level . The default role types are displayed: HR, Manager, and Admin.
Workflow Approval Levels with Role Types Selected 
  1. 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.

Configure New Workflow Page with Roles and Levels Defined

  1. 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:


 

Leave a Reply

Your email address will not be published. Required fields are marked *