Employee Log Workflow - How To Use Workflow
Not every category uses workflow, if yours does, this section explains how to use workflow. If you have the permission to use workflow, you also have the permissions to compete workflow. Most reviewers will use the WORKFLOW section, and only a small few will use the COMPLETE section. Your agency process/policy shall dictate who can complete an entry.
The employee log workflow process is a way to forward employee log entries either up the chain (or through a group of people - such as a committee) for their review and approval.
If the employee log entry you are creating uses workflow, instead of a complete button at the bottom you will see a workflow section.
Select the person you would like the entry to be forwarded to for their review and click Submit Entry. That person will receive an email advising them they have an entry for review.
An approve entry link will also appear on their dashboard.
When the click on the link they will see the review screen where they can approve and pass along using WORKFLOW, OR complete using the COMPLETE section.
Using Workflow
Review the entry. You can see the review history in the WORKFLOW section. Select the next person it should be sent to for review and click Process Employee Log Workflow as Reviewed. The person selected will receive an email advising them of the need to review the entry.
Completing an Employee Log Entry
If you are the final person to review, you will need to complete the entry. Select a Status, and click Complete /Approve Employee log Entry.
Editing an Entry While it is in Workflow
See our support article on editin entry's in workflow (link below).