1. Employee Management
  2. Employees
  3. Employee Change Requests
  4. Prerequisites for Employee Change Requests
  5. Approval Workflow for Employee Change Requests
  6. Setting Up a Custom Approval Workflow for Employee Change Requests
  7. Sample Custom Employee Change Request Workflow

Sample Custom Employee Change Request Workflow

This sample workflow demonstrates how to create a workflow for employee change requests that includes two approvers. A specific employee is set as each approver.

Diagram showing an example workflow for employee change requests that includes two approvers. The first state of the workflow is called 'Entry', the second state is called 'Next Approver', the third state is called 'Final Approver', and the last state is called 'Complete'.

The following table describes the required states, actions, and transactions for this workflow.

State

Actions

Transitions

State 1: Entry

There are no actions for this state.

Transitions to State 2: Next Approver after an employee change request is created by a manager.

State 2: Next Approver

Set an employee to be the next approver.

Transitions to State 3: Final Approver after the employee set in State 2: Next Approver has approved the employee change request.

State 3: Final Approver

Set an employee to be the next approver and set this employee as the final approver.

Transitions to State 4: Complete after the final approver approves the employee change request.

State 4: Complete

Set the status of the employee change request to Complete and set the final approver to false.

There are no transitions for this state.

When you build your own employee change request workflow, you can include additional approver states between State 2: Next Approver and State 3: Final Approver. To do this, use the same action and transition that you use for State 2: Next Approver for the additional states.

You must use the actions for State 3: Final Approver for the final approver in your workflow. For example, you create a workflow with three approvers. Use the instructions for Setting Up State 2: Next Approver for your first and second approver states. Then, follow the instructions for Setting Up State 3: Final Approver for the third approver.

To begin building the Employee Change Request Workflow, go to Building the Custom Employee Change Request Workflow.

Related Topics

General Notices