Create a workflow process

  1. You can access HR from the top hand menu.

  2. Select Process Catalogue.

  3. Select Create New Workflow.

  4. Select the type from Process Type.

  5. Select the Process Level.

Employee is selected by default. For workflow processes related to the Training module, you can select Course instead.

  1. Type the Name of the workflow.

  2. Type a brief description of the workflow and its use in Description.

  3. Select Save.

The next step is to add stages and tasks to the workflow.