A Guide to Workflow Configuration for HR Process Automation

Workflow Configuration

ADMIN HELP CENTER · WORKFLOW CONFIGURATION

Workflow Configuration

Design automated approval processes for leave, attendance, reimbursements, and other HR functions — so every request follows the right hierarchy with zero manual chasing.

Workflow → Workflow Builder
WHO IT'S FOR

Admin scope

  • HR admins automating manual approval chains
  • Teams that need consistent, auditable approval rules
  • Organizations scaling beyond email-based approvals
WHAT YOU CAN DO

Capabilities

  • Build approval chains for leave, expenses, resignations, and more
  • Mix User Tasks, Service Tasks, and GOTO transitions
  • Configure deadlines, auto-escalations, and final decisions

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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