Workflows Overview

Need a custom Workflow? Please contact us for assistance!

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