Customize Workflows with Diagrams and Logic Builders

The Workflows feature in WorkEasy Software helps you automate routine tasks and processes. Instead of handling scheduling changes, document requests, pay period updates, or time off approvals manually, you can use built-in workflow templates to keep operations running smoothly. Each template can be customized as a diagram or If/Else logic builder, making it easy to adapt workflows to your organization’s policies.

Built-in workflow categories are Schedules, Document Center, Time and Attendance, and Time Off Management. This table shows the built-in workflow categories and templates.

Add a new workflow by clicking a template, then Add (Diagram) or Add (If Else).

Enter a name for the new workflow and click Save.

If you’d like to add other flows, click the Activities list view to see the options available.

Drag and drop the activities you need into the canvas and connect them with arrows by clicking the flow and dragging to the next step.

Once a workflow is created, you can change it later by clicking the workflow and selecting Edit. If a workflow is no longer valid, remove it by clicking Archive.

If you have questions or run into issues while creating or editing workflows, contact WorkEasy Support for assistance. Our team can help you configure templates, add activities, and ensure your workflows align with your business needs.