Create A Workflow Profile For Approvals

Description of Issue

Can instructions be provided for creating a basic Workflow Profile?

Context

Time & Attendance
ExecuTime
ET
Workflow

Cause

Resolution

To create a Workflow Profile:

Select System Admin
Select Workflow Management
Under Workflow Approvals, select the + icon to add a new Time Approval Step
Step number will default to step 1
Enter a name that should represent the step. For example, enter Supervisors or Dept. Heads to describe which level of approval this step represents
Approvers Required: One or All: One means it will require one approval per the Step. All means that it will require all Supervisors to approve that have Primary or Secondary access to the employee
Select the check mark to proceed.
Select the Primary Approvers icon (two people) to create the Primary approver for the step
Select the + icon to add a new Primary
Select the drop down arrow or use the type-ahead field to input the name of the supervisor as the Primary Approver
If the supervisor would like to receive notifications, select the Notify checkbox
Select the check mark to proceed.
Select Criteria (filter icon)
Select the + icon to add in the criteria
The profile can be based on Location and/or Organization Type
Select the drop-down arrow for Location and/or Organization Type to select the desired area
If Organization Type was chosen, use the Organizational Unit drop down arrow to select the desired area
If using a specific Attribute to restrict approvals, select the Attribute drown down arrow to choose the desired job costing code, position code, pay code, TA shift or AS Schedule
Select the check mark to save
Select Done
The above steps can be repeated to create further approvers under this step or select Back
Select the Time-Off Request tab or Hours Request tab
Follow the same steps above to create the Time-off & Hours Request Steps with the same Primary/Criteria

Additional Information