[{TableOfContents }]

!!!WorkFlow Samples
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!!Sample 1 - A New Hire Workflow Procedure 
!Goal 	
To have the system take the user through a series of steps when an employee is hired into the database. The system is also responsible for issuing an email to the new employee's manager informing them of the new hire.
!Notes
In order for the process to work correctly and have the workflow actions closed, completion clauses may be written so that you must enter a value in some field in [IEID] to close the WF loop, and/or elect the new hire into a BE plan in [IBEL] for that one.
!Logistics
Go into [IEHR] and complete the screen with all of the pertinent information. In order for the manager to receive the email, there must be an association made between the manager and the new employee. This association will be made in the "Supervisor" field on [IEQH]. Upon saving the record the following workflow actions will occur:
*The user will first be taken to the [IEID] screen. Just launching the screen will mark the action log as completed.
*The next screen the user will be taken to will be [IBEL].
*The last workflow action to take place is the running of the [RBBS] report. 
!Steps
#Go into [IEQH] and complete the screen for a new EE
#Ensure that the employee is associated to a manager that has an email address indicated on their [IEAS] record. This is required to issue the email to the manager gets sent.\\  \\
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!!Sample 2 - Print Screens of Workflow Action Setup

[wf_9-1.jpg]\\
 
This figure reflects the WF action setup required to have the user go to the [IEID] screen. Please note that a log will only be generated when a workflow actions is fired.

[wf_9-2.jpg]\\

This figure reflects the setup of the WF action required for the user to go to the [IBEL] screen.

[wf_9-3.jpg]\\

This figure reflects the set up required to send an email to the manager.

[wf_9-4.jpg]\\

This figure reflects the set up required to have the system generate the [RBBS] report. \\  \\
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!!Sample 3 - Set Up Of Workflow UserCalc
[wf_9-5.jpg]

The figure above indicates the variable that was set up for this UserCalc. 
%%information Please note that the variable here has been referenced in the UserCalc, so it is mandatory that you create it.%%

[wf_9-6.jpg]

[wf_9-7.jpg]

The following information was extracted from the notes section of the NEW EE EMAIL workflow action.

''Please welcome a new employee to your team.

This e-mail notification has been sent to you from the Human Resources system, to inform you that <<eid.first_name>> <<eid.last_name>> has joined our organization. <<Gender>> is scheduled to begin work on <<eem.hire_date>> as a <<easd.assignment_title>>. 

<<eid.first_name>> has received the following materials:
    a) Employee Handbook
    b) Benefits Options Handbook
    c) Benefit and Wage Statement

Note - all employee records are now accessible via Self Service.

To view/edit the information above, please go to http://localhost:7780/selfService/action.enter

Please contact us at ext. 3339 if there are any questions.

Thank you, Human Resources Department''\\  \\
[wf_9-8.jpg]

Below is the line with what will be displayed in the popup message box.

Please go to the Employee Information screen to attach <<eid.first_name>> <<eid.last_name>> picture.

[wf_9-9.jpg]

Below is the line with what will be displayed in the popup message box.

Please go to the Benefit Elections screen to complete the necessary information for <<eid.first_name>> <<eid.last_name>>.

[wf_9-10.jpg]

!Conclusion
What you should observe is our system's workflow leading you through a series of screens that have been defined in the New Hire UserCalc above. In addition to having the system navigate you through the required screens, an email will be sent to the manager of the employee being hired into the system. Therefore, the manager must have his email indicated in his [IEAS] screen and the new hire must be associated to this manager through the "Supervisor" in [IEQH].
 
!Update the Job Seniority Date Field 
!Goal
To automatically adjust the Job Seniority Date when the employee returns to work after being on leave.
!Notes 
In order for the UserCalc to work, the employee must have their current employment status set to "LEAVE". 
!Logistics
The user will go into the [IEAS] screen and change the status from LEAVE to ACTIVE. The system will update the Job Seniority Date field to the Effective Date. The system will also blank out the leave date and leave reason fields.
!Procedure
#Go into [IEAS] for an employee. Ensure that the record you are using is for an employee that is on LEAVE.
#Change the Employment Status field from LEAVE to ACTIVE.
#Cut an effective record and save.\\   \\\
[wf_9-11.jpg] \\   \\
The figure above displays the variables required for this UserCalc.\\  \\
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!!Sample 4 - Update the Job Seniority Date Field 

!Goal
To automatically adjust the Job Seniority Date when the employee returns to work after being on leave.
!Notes 
In order for the UserCalc to work, the employee must have their current employment status set to "LEAVE". 
!Logistics
The user will go into the [IEAS] screen and change the status from LEAVE to ACTIVE. The system will update the Job Seniority Date field to the Effective Date. The system will also blank out the leave date and leave reason fields.
!Procedure
#Go into [IEAS] for an employee. Ensure that the record you are using is for an employee that is on LEAVE.
#Change the Employment Status field from LEAVE to ACTIVE.
#Cut an effective record and save.\\   \\\
[wf_9-11.jpg] \\   \\
The figure above displays the variables required for this UserCalc.\\  \\
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