Workflows are used by your organization to help gather information from you and help ensure that all involved parties complete the workflow in a timely manner.

The Workflow tile will show you if you have any active workflows and workflows that require your attention, and any workflow that you assigned to an employee that is not complete.

Click Manage Workflows to view any active, available, assigned, assignable, and completed workflows.

Manage Workflows Page

The 'Manage Workflows' page will contain five different tabs:

My Active Workflows Tab

The "My Active Workflows" tab will list any workflows that you have started and workflows that require your involvement in any step.

There will be columns for:

• Action
  • Begin button – Workflows assigned to you that have not been started. Click the button to start the workflow process.
  • Continue button – Workflows that require action from you. Clicking the button will allow you to continue the workflow from where you left off.
  • Blank – When there is no button, the Workflow has been started by you, but the current step is to be completed by another person.
• Description – The description from the name and details of the workflow.
• To Be Completed By – The person that is responsible for completing the next step.
• % Complete – The percentage of the workflow that has been completed. 0% will show when the workflow has not begun.

My Available Workflows Tab

The "My Available Workflows" tab will show any workflow that is available to you to start.

There will be columns for:

• Action
  • Start button – Allows you to start an available workflow.
• Description – The name and details of the workflow.

Manager Assigned Workflows Tab

This tab will list any workflow that you have assigned to an employee.

There will be columns for:

• • Action
    • Delete button – Delete a workflow they have assigned to employees.
      • If there is no delete button, then the workflow was not configured to be deleted by an administrator.
  • Description – The name and details of the workflow.
  • Assigned To – The employee the workflow is assigned to.
  • To Be Complete By – The employee responsible for completing the next step.
  • % Complete – The percentage of the workflow that is completed. 0% will show when the workflow has not begun.

Manager Assignable Workflows Tab

This tab will list any workflows that have been set up by your admin to be assignable to your employees.

There will be columns for:

• Action
  • Assign button – When you click the 'Assign' button, a menu will appear to select the employees to assign the workflow.
• Description – The name and details of the workflow.

Assigning a Workflow to an Employee

1. Use the checkbox at the top of the column to select all employees or select individual employees.
   • The “Target Completion Date” is not required but at least 1 employee must be selected to “Assign Workflow”.
2. Click Assign Workflow when finished. You will return to the 'Active Employee Workflows' tab and see the new workflows in the list that have been assigned. The new workflows will be shown at the bottom of the list due to sorting.
3. Clicking 'Cancel' will return you to the 'Available Employee Workflows' tab and no workflows will be assigned.

Additional details for Manager Completed Tab

This tab will list:

• Workflows that are completed - You were a resource in any step.
• Workflows that are completed denied - You were a resource in any step.
• Workflows I assigned to my employees that are completed.
• Workflows I assigned to my employees that are completed were denied.

Filtering Options:

• • Employee – Select an individual employee or 'All Employees'.
  • Initiate Date – The date entered will show workflows after that initiate date.
  • Completed Date – The date entered will show workflows completed prior to that date.
  • Workflow Title – Enter the workflow name to filter the workflows list.
  • Only show my workflows checkbox - This checkbox can be enabled to refresh the list and show only your workflows. Tip:
    • If “Only show my workflows” is enabled and you select an employee, the “Only show my workflows” checkbox will be unchecked. 

There will be columns for:

• Workflow – The name of the workflow.
• Employee – The employee the workflow was assigned to.
• Initiate Date – The date the workflow was initiated.
• Completed Date – The date workflow was completed.
• Status
  • Completed – Steps that were completed.
  • Completed – Denied - This status would only show if a workflow step was denied. Hovering over the tooltip icon will show the reason for the denial.