A Guide to Workflow Configuration for HR Automation

Workflow Configuration

WORKFLOW CONFIGURATION

Workflow Configuration

Design custom recruitment workflows — triggers, conditions, approvals, actions — that enforce process consistency across every role.

Overview
👥 WHO USES THIS
▸Recruitment admins owning process
▸HR ops automating busywork
▸TA leaders enforcing consistency
✨ WHAT YOU'LL ACHIEVE
▸Automate cross-stage workflows
▸Enforce process rules org-wide
▸Scale hiring without drift

The Workflow Configuration feature allows organizations to define and automate approval processes for various HR functions. This ensures that requests follow the appropriate hierarchy, reducing manual intervention and streamlining operations.

Workflow -> Workflow Builder 

1. User Task

  • A manual task where users can approve or reject requests.

  • Commonly used for approvals related to leave, attendance regularization, expenses, and resignations.

2. Service Task

  • An automated task where the application calls an API to complete a process.

  • Useful for system-generated actions like updating records, sending notifications, or triggering payroll calculations.

3. GOTO (Step Transition)

  • Defines the next step in the workflow after a task is completed.

  • Ensures seamless movement between different stages of the process.

4. Parallel Gateway

  • Creates two or more parallel tasks that can be executed simultaneously.

  • Example: Sending an approval request to both HR and the reporting manager at the same time.

5. Exclusive Gateway

  • Creates tasks based on defined conditions and routes the workflow accordingly.


Fig: Workflow Configuration



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