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. Creating States for the Employee Change Request Workflow

Creating States for the Employee Change Request Workflow

After you create the workflow definition, create workflow states for each of the following events:

This procedure uses only two approvers, however, you can include additional approver states as needed.

Important:

Each approver must have permission to view the fields in an employee change request. The final approver must have permission to edit the fields in an employee change request to apply the changes requested to the employee’s record. For more information, see Advanced Employee Permissions for Employee Change Requests.

To create states for each event:

  1. If your Employee Change Request Workflow is not already built, go to Building the Custom Employee Change Request Workflow.

  2. In the workflow diagrammer, click New State.

    A new state appears in the diagrammer.

  3. Double-click the state you want to rename in the diagrammer.

    Alternatively, you can do the following:

    1. In the diagrammer, click the state you want to rename.

    2. In the context panel in the State tab, click the Edit icon.

  4. Repeat the above steps to create states for the following events in the workflow:

    • State 1: Entry

    • State 2: Next Approver

    • State 3: Final Approver

    • State 4: Complete

    Note:

    If you want more than two approvers in your workflow, create additional states between State 2: Next Approver and State 3: Final Approver as needed.

  5. To continue with the Employee Change Request Workflow, go to Setting Up State 1: Entry.

Related Topics

General Notices