This page (revision-29) was last changed on 26-Nov-2021 10:22 by kparrott

This page was created on 26-Nov-2021 10:22 by JMyers

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Version Date Modified Size Author Changes ... Change note
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26 26-Nov-2021 10:22 9 KB kparrott to previous | to last
25 26-Nov-2021 10:22 9 KB kparrott to previous | to last
24 26-Nov-2021 10:22 9 KB JMyers to previous | to last
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22 26-Nov-2021 10:22 9 KB JMyers to previous | to last
21 26-Nov-2021 10:22 9 KB JMyers to previous | to last

Page References

Incoming links Outgoing links
WORKFLOW_SAMPLES
WORKFLOW_SAMPLES

Version management

Difference between version and

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[wf_9-1.jpg]
[wf_9-1.jpg]\\
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[wf_9-2.jpg]\\
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!!Sample 3 - Set Up Of Workflow UserCalc
[wf_9-5.jpg]
!Set Up Of Workflow UserCalc
[wf_9-5.jpg]\\
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This line indicates what will be displayed in the popup message box.
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Below is the line with what will be displayed in the popup message box.
''Please go to the Identity screen and Drivers License information for Employee <<eid.first_name>> <<eid.last_name>>.''\\ \\
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Please go to the Employee Information screen to attach <<eid.first_name>> <<eid.last_name>> picture.
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Below is the line with what will be displayed in the popup message box.
This line indicates what will be displayed in the popup message box.
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Please go to the Benefit Elections screen to complete the necessary information for <<eid.first_name>> <<eid.last_name>>.
''Go to the Benefit Select form and add Benefit Information for Employee <<eid.first_name>> <<eid.last_name>>.''\\ \\
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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.\\ \\
What you should observe is the 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].
\\ \\
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!!Sample 4 - Update the Job Seniority Date Field
!!Sample 2 - Update the Job Seniority Date Field
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#Cut an effective record and save.\\ \\\
#Cut an effective record and save.\\ \\
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!!Sample 5 - Send An Email To The Manager At Specific Time Intervals
!!Sample 3 - Send An Email To The Manager At Specific Time Intervals
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[wf_9-13.jpg]
[wf_9-12.jpg]
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[wf_9-14.jpg]
[wf_9-13.jpg]
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[wf_9-15.jpg]
[wf_9-14.jpg]
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[wf_9-16.jpg]
[wf_9-15.jpg]
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[wf_9-17.jpg]
[wf_9-16.jpg]
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!!Sample 6 - Sending An Email To A Specific Identity
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!!Sample 4 - Sending An Email To A Specific Identity
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[wf_9-18.jpg]\\
[wf_9-17.jpg]\\
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[wf_9-19.jpg]
!!Sample 7 - Update A Field
[wf_9-18.jpg]
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!!Sample 5 - Update A Field
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[wf_9-20.jpg]
[wf_9-19.jpg]
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[{If var='loginstatus' contains 'authenticated'
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!!Sample 6 – Create an ICS from Approved Leave Request (Update Outlook/Calandar)
!Goal
To create an entry on the Outlook Calendar when a Leave Request has been approved for an employee or when an employee has been enrolled in a class.
!Notes
For Leave Requests, the person must have an email address in [IEAS] (Prime Assignment) in order for the system to issue the email to a business email account for them.
For enrolling an employee in a class, the person must have an email address in [IEAS] (Prime Assignment), if not, there must be an email address on the [IEPI] (Personal Information).
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Set up the [IMWA] screen as indicated below (for Leave Request)
[wf_9-20-2.jpg]\\
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Set up the [IMWA] screen as indicated below (for Class Registration)
[wf_9-21-2.jpg]\\
\\ \\
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![Discussion|Edit:Internal.WORKFLOW_SAMPLES]
[{InsertPage page='Internal.WORKFLOW_SAMPLES' default='Click to create a new discussion page'}]
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}]
![Notes|Edit:Internal.WORKFLOW_SAMPLES]
[{InsertPage page='Internal.WORKFLOW_SAMPLES' default='Click to create a new notes page'}]
This page (revision-29) was last changed on 26-Nov-2021 10:22 by kparrottTop