This workflow recipe will provide the steps to create and configure a workflow for a simple Requisition approval process, within this process the workflow will send the requisition request to the Recruitment Mailbox for approval. Once approved the requisition would then show as Active in the Recruitment module.
If you're interested in creating your own requisition approval workflow this recipe can provide a bit of a head start in regards to the workflow configuration, how to set up various workflow step types as well as how to set up your step triggers so that tasks are assigned at the correct time intervals.
To begin following this guide you'll first need to navigate into Administration -> HR -> Workflows and click Add.
Workflow Name: Requisition Approval (or something along those lines).
Requisition Reason: Any that are applicable for triggering this workflow.
Triggers against Leavers/archived employees? No
Trigger against employees in probation? Yes - including those out of probation.
All comments visible: No.
Restrictions: Any that you desire.
Once you've submitted this page you should be redirected to the Workflow steps page, this workflow is nice and simple so we won't have to do much work here, to start just click Add Step.
The first step of our workflow will send an approval step to the recruitment mailbox.
Name: requisition request for a new [requisition_job_title]
(this tag will automatically complete with the correct employee's name when the requisition is requested).
Description: Recruitment team to approve/decline request.
Notify only?: No.
Type: Require approval.
Recipient(s): Recruitment Mailbox
Message Subject: Requisition request from [employee_name]
Please review this requisition request from [employee_name] for a new [requisition_job_title].
(The message and subject above are just generic examples of what could be used, it's entirely up to you what is entered in these fields though).
Sensitive Message: Unticked.
Send message as plain text: Unticked.
Custom button link: Blank.
Custom button text: Blank.
Workflow step order: 1.
When should this happen?: 0 days after Creation date.
I've set two escalation options in this step, they are both just reminders for the step recipient(s) and are as follows:
Once the workflow is set active it will begin working, it will automatically trigger against any new requisition requests when they are added to the system so long as they match the restrictions set in the workflow settings.
This is a simple recipe for a requisition approval workflow which can be used in full or just used as the foundation of your own workflow, if you'd like to use this as a guide and then add in your own steps and tweaks it's a good way to give you a head start and get the basics complete before building up your full process.
More workflow tags can be found here for use in your workflow messages: Workflow Tags – Natural HR Support