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

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
29 26-Nov-2021 10:22 9 KB kparrott to previous
28 26-Nov-2021 10:22 9 KB kparrott to previous | to last
27 26-Nov-2021 10:22 9 KB kparrott to previous | to last
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
23 26-Nov-2021 10:22 9 KB JMyers to previous | to last
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

At line 3 changed one line
!!!WORKFLOW SAMPLES
!!!WorkFlow Samples
At line 18 changed 5 lines
!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.
%%information Please note that a log will only be generated when a workflow actions is fired.%%
\\
----
!!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.
At line 26 added one line
At line 25 changed one line
\\ \\
At line 30 added one line
At line 28 changed one line
\\ \\
At line 34 added one line
At line 32 changed 2 lines
!Set Up Of Workflow UserCalc
[wf_9-5.jpg]\\
!!Sample 3 - Set Up Of Workflow UserCalc
[wf_9-5.jpg]
At line 59 removed one line
At line 61 removed one line
This line indicates what will be displayed in the popup message box.
At line 63 changed one line
''Please go to the Identity screen and Drivers License information for Employee <<eid.first_name>> <<eid.last_name>>.''\\ \\
Below is the line with what will be displayed in the popup message box.
At line 69 added one line
Please go to the Employee Information screen to attach <<eid.first_name>> <<eid.last_name>> picture.
At line 68 changed one line
This line indicates what will be displayed in the popup message box.
Below is the line with what will be displayed in the popup message box.
At line 70 changed one line
''Go to the Benefit Select form and add Benefit Information for Employee <<eid.first_name>> <<eid.last_name>>.''\\ \\
Please go to the Benefit Elections screen to complete the necessary information for <<eid.first_name>> <<eid.last_name>>.
At line 75 changed 2 lines
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].
\\ \\
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.\\ \\
At line 78 changed one line
!!Sample 2 - Update the Job Seniority Date Field
!!Sample 4 - Update the Job Seniority Date Field
At line 88 changed one line
#Cut an effective record and save.\\ \\
#Cut an effective record and save.\\ \\\
At line 91 removed one line
\\ \\
At line 93 changed one line
!!Sample 3 - Send An Email To The Manager At Specific Time Intervals
!!Sample 5 - Send An Email To The Manager At Specific Time Intervals
At line 104 changed one line
[wf_9-12.jpg]
[wf_9-13.jpg]
At line 108 changed one line
[wf_9-13.jpg]
[wf_9-14.jpg]
At line 112 changed one line
[wf_9-14.jpg]
[wf_9-15.jpg]
At line 115 changed one line
[wf_9-15.jpg]
[wf_9-16.jpg]
At line 121 changed one line
[wf_9-16.jpg]
[wf_9-17.jpg]
At line 127 changed 3 lines
\\ \\
----
!!Sample 4 - Sending An Email To A Specific Identity
!!Sample 6 - Sending An Email To A Specific Identity
At line 135 changed one line
[wf_9-17.jpg]\\
[wf_9-18.jpg]\\
At line 141 removed 11 lines
[wf_9-18.jpg]
\\ \\
----
!!Sample 5 - Update A Field
!Statement
An employee changes from one unit to another. The Job Seniority Date field is to reflect this change and store the Effective Date as its new value. In this example, it is the Job Seniority Date field that is to be updated.
%%information Please note that for this example, there is no [IMWA] set up required. The update is handled through the UserCalc.%%
The following diagram illustrates the UserCalc that will be initiated to reflect the change in unit.
At line 153 removed 25 lines
----
!!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).
\\ \\
Set up the [IMWA] screen as indicated below (for Leave Request)
[wf_9-20-2.jpg]\\
\\
Set up the [IMWA] screen as indicated below (for Class Registration)
[wf_9-21-2.jpg]\\
\\ \\
----
![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