Introduction
This configurable workflow allows administrators or users with the appropriate permissions to trigger a task for one or more employees. The task prompts employees to complete or review and update one or multiple screens.
This is particularly useful for periodic data collection. For example, you may want employees to verify that their bank details are still correct, or you may have created a new custom screen that needs to be completed by selected users.
Configurations
You will be prompted to review the default configuration values before deploying the workflow.
You can configure:
The label of the action button
Which screens are included in the task
Screen variants (to control which fields employees are required to update)
The due timeframe before the task becomes overdue
Click here to learn more about configurable workflows.
How it works
You can trigger the workflow for one or more employees directly from the employee list or from an individual user’s profile.
Once triggered:
A task is created for each selected screen (one or multiple)
Each employee receives an email notification informing them that they have a new task to complete
How to get this Workflow
This workflow are available for organisations on the Elite and Enterprise tier. You can find it in the Workflow Hub.