Employees - Workflows

The Workflows tab on an employee's record (found via People > Employees) allows you to view and manage any workflows that have been assigned to the employee. You can learn more about workflows in general here: Workflows

To assign a workflow to an employee from this tab, click the button and select the template you wish to add to the employee.  Then click Save and the employee will be prompted to complete the workflow the next time they log in, as seen here: Get Started - Workflows for Employees

All workflows that have ever been assigned to the employee will be displayed on this page.

The dates displayed indicate the actions that have been taken: 

Submission Date - The date the employee submitted the workflow for admin approval (if they have submitted it).

Approved Date - The date an administrator approved the workflow (if it has been approved).

You can click into a workflow to review any steps the employee has completed so far, even if the workflow is still in progress.

If the employee has submitted the workflow, you can click Approve in the top right to complete the workflow. Any preset fields will automatically populate the employee's record, but you can always override these later if the employee made any mistakes. 

If you wish to remove the workflow from the employee altogether, click Delete from the bottom right-hand corner. Important: This will completely remove the workflow responses the employee has already completed, although they will still be reportable via Insights. 

Learn more about managing workflows in PayHero here: Workflows