Workflows Overview

Workflows Overview

 

What is a Workflow? A Workflow is a series of sequential tasks that need to be completed in order to reach a certain goal.

 

In Workeasy Software, the Workflow tool is used to define and implement approval processes within your company such as the Timesheet approval process. 

 

Navigation:

 

1. Click the Global Settings Cog Wheel 

 

 

2. Select Workflows 

 

 

3. Pick one of the  Workflow Categories and select a Workflow to edit the process. Below is a list of the available Workflows: 

 

Schedules

• Cancel Open Shift 
• Cancel Schedule 
• Cancel Staff Instances
• Schedule Drop Off
• Openshift Pick up
• Publish Open Shifts
• Publish Schedules 
• Swap Schedule 

 

Assets

• Asset Request

 

Benefits

• Cancel Group and Instances 
• Employee Cancel Plans 
• New Benefits Enrollment 
• Employee Eligible for Benefits 
• Update Current Benefits 
• Employee Dependents 

 

Document Center

• Document Request

 

Trainings

• Training

 

Time and Attendance 

• Reopen Pay Period 
• Timesheet Approval - Initiated By Employee 
• Timesheet Approval - Initiated By Manager 
• Close Pay Period 

 

Assets

• Cancel Time Off Request 
• Time Off Request

 

The Workflow Toolbar 

 

 

  Activities - Opens a list of Activities. Drag and drop an activity to add it to the Workflow 

 

 

To Delete an added Activity: Double click the Activity and click 

 

  Pan

 

   Select - Click and drag to select multiple objects

 

   Zoom to Fit

 

 

   Save - Save changes made to the Workflow

 

To Delete a connection: Double click the Connection Arrow and click 

 

 

To Add a connection: Click the border of an activity  ,   , and drag the Connection Arrow to an applicable Activity