Who can I send workflow steps to?
The following article refers to functionality available in Workflow builder, which can be accessed in one of the following locations, depending on your configuration:
Administration -> HR -> Workflows
When building a workflow many of the step types including 'Assign to' and 'Send email to specified recipient' will prompt you to add a recipient who will receive the workflow step.
When adding recipients you will be able to select from a number of options under the ROLES heading in the drop-down. The following list describes the available options under this heading:
- Employee - This will send the workflow step to the employee that the workflow is associated with
- Candidate - This will send the workflow step to the recruitment candidate that the workflow is associated with
- Employee's manager - This will send the workflow step to the manager of the employee that the workflow is associated with.
- Employee's approver - This will send the workflow step to the approver of the employee that the workflow is associated with.
- Employee's super approver - This will send the workflow step to the super approver of the employee that the workflow is associated with.
- Employee's manager's manager - This will send the workflow step to the manager of the manager of the employee that the workflow is associated with.
- Employee's Head of department - This will send the workflow step to the head of department for the employee that the workflow is associated with.
- Employee's Head of HR - This will send to the Head of HR for the employee that the workflow is associated with.
- Employee's HR Business Partner - This will send the workflow step to the Employees HR Business Partner that has been set.
- Hiring manager - This will send the workflow step to the hiring manager for the requisition that the candidate applied for.
- Requester - This will send the workflow step to the individual who raised the requisition for a candidate.
- Interviewer - This Recipient is only available within Task > Recruitment Workflows, But will send the workflow step to the Interviewer that was chosen on the Requisition.
- Recruitment Mailbox - This Recipient is only available within Task > Recruitment Workflows but will send the workflow to to the email address specified in the Company settings for Recruitment mailbox (or, if present, the email address specified in the employee's site or company for Recruitment mailbox). This step will then be accessible by all users in the Recruiter user group. For further information on mailboxes see the Mailboxes section below.
- HR mailbox - This will send the workflow to the email address specified in the Company settings for HR mailbox (or, if present, the email address specified in the employee's site or company for HR mailbox). This step will then be accessible by all users in the HR user group. For further information on mailboxes see the Mailboxes section below.
- Finance mailbox - This will send the workflow the email address specified in the Company settings for Finance mailbox (or, if present, the email address specified in the employee's site or company for Finance Mailbox). This step will then be accessible by all users in the Finance user group. For further information on mailboxes see the Mailboxes section below.
- Training mailbox - This will send the workflow to the email address specified in the Company settings for Training mailbox (or, if present, the email address specified in the employee's site or company for Finance mailbox). This step will then be accessible by all users in the Training user group. For further information on mailboxes see the Mailboxes section below.
- Facilities mailbox - This will send the workflow to the email address specified in the Company settings for Facilities mailbox (or, if present, the email address specified in the employee's site or company for Finance mailbox). This step will then be accessible by all users in the Facilities user group. For further information on mailboxes see the Mailboxes section below.
As well as these predefined options (under the ROLES heading in the list of recipients), you also have the option to select specific employees in your organisation as the recipients. To see your list of employees, simply scroll down to the PEOPLE heading in the list of recipients.
You can also type in the Recipients box to search for a particular user or group. You can choose multiple recipients for a workflow step and these can include Roles (as above) and Specific Employees together. For example, you could choose to send a workflow step to the Employee, as well as specifically to Daniel Parker and Freya Middleton.
Mailboxes
When a "Mailbox" is selected as the recipient of a workflow step then the notification email will go to the specified email address setup as the mailbox. These settings can be found on the Company Settings page, located at:
Administration -> Company -> Settings -> Company Settings
You can use multiple email addresses in your mailboxes and, if you do so, all of the specified email addresses will receive emails for that mailbox. When using multiple address, they must be separated with a comma, like so:
For a workflow step that requires an action such as an approval, any user assigned to the associated user group will be able to action the step. So, for example, if an approval step was sent to HR Mailbox then any user with the HR user group will be able to action the step.
Site Level Mailboxes
If the workflow has been triggered against an employee who is assigned to a site which has a site level mailbox specified then the notification will go to this email address and not the default notification email address.
Mailboxes can be specified at a site level under:
Administration -> HR -> Data Management -> Sites
This could be used if you had regional HR teams looking after employees in those sites and wanted to ensure that only that regional team is notified for the employees in their sites.
Company Level Mailboxes
You can also add in different mailbox email addresses on a company level if you have different companies in your organisation. Mailboxes can be specified at a company level under:
Administration -> HR -> Data Management -> Companies
Once defined, these company level mailboxes will take precedent over all other mailboxes for who is the workflow is triggered for.
External Addresses
If you wish to add an external email address as a workflow step recipient, you can use the workflow step type 'Send email to (external) email address'.
You can also use external email addresses with the 'Send form to external email address' step. When using this step type, it's important to note that the recipient will only be able to view the form and will not be able to complete it.
When using these steps, you will be prompted to type in the external addresses you wish to use. To send to multiple addresses, you will need to enter these with a comma between them, like so:
"Require Approval" Steps
When using a "Require Approval" workflow step, an email will go to the recipient's work email address and they will receive a notification to approve the workflow step.
When setting up a step of this type you have the option to select 'Any recipient can approve'. If you choose this option all recipients added to the step will receive both an email and an approval notification. The step will require approval from any one of the recipients. If 'Any recipient can approve' is set to "No" then all recipients must approve the step.
Once one of the recipients approves the workflow step the request is approved and the notification is removed from the other recipients notices.
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