#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.

   • Linked task after submission/Linked task after approval - Click Add to add tasks. In the Add linked task after submission/Linked task after approval panel, complete the following settings:

     

     • Name – Enter a name for the task.

     • Employee scope – Specify the employee scope.

       • All employees - The task applies to all employees.

       • Specific employees - The task applies only to selected employees. Configure rule conditions to define the employees included in the task. Click Add to add multiple rules.

     • Trigger action – Configure the trigger action of the task.

       • When the selected field is updated - Select a field from the drop-down list.

       • When to send email notification - Choose to send the email notification on the updated field value date, or configure it to send a number of days before or after the updated field value date.

     • Notification - Choose whether to use the built-in email template or a custom email template, and specify the notification recipients. Recipients can be users, groups, roles, or metadata roles. Available metadata roles include $Compensation Reviewer, $Review Manager, $People Team Rep, $Hired By, and $Manager.

       • Built-in - Specify the recipients for the task notification.

       • Custom - Select a template from the drop-down list and specify the recipients for the task notification.

   • 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.