Workflow Setup

Here are links to the instructions on how to set up workflows, including:

Workflow Setup - Introduction

Workflow Setup and Maintenance (Condensed - 7 page version)

Workflow Setup and Maintenance (from University - 26-page version)

1. Creating Workflows
2. Client User Groups
   1. We recommend that you set up a group called User Group - HR
   2. You can make as many user groups as you would like, and can make unique names (ie if the Onboarding person is different than the Time Off Approver, then you would create 2 different user groups)
   3. Once the User Groups have been created, you will need to go to Security and add each Client user to the group on the Client Group Access tab
3. Client Email Templates
   1. There are a lot of system templates that have been made for you already
   2. If you would like specific verbiage, you can create your own Email Templates
4. Employee Onboarding Templates
5. Employee Offboarding Templates
6. Workflow Routes
7. Workflow Transactions