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Workflows

Workflows are available in our Enterprise edition and can be used to override the default notification process (i.e. Employee/Line Manager for holiday requests), as well as allow for bespoke processes and tasks such as onboarding and offboarding workflows.

  • Workflows

    Workflows (Approval, Continuous & Task) Video:   Within Natural HR we have default workflows built in for all actions which require approval such as adding time off, training, expenses, mileage, times...

  • Types of Workflow

    There are 3 types of workflows that are currently available for use within Natural HR.  These are: Approval Continuous Task  Each workflow has a specific purpose which is broken down into further trig...

  • Workflow Step Types

    When building any of the different types of workflow within Natural HR, there is a number of different types of step which can be created. Each of the different step types denote an action that will t...

  • When should I use notify only in a workflow?

    Workflows are accessed via Administration > HR > Workflows. When setting up steps in an APPROVAL workflow, there is a option for Notify only when adding a workflow step.   On the surface this does exa...

  • Workflow Recipients

    When triggering 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 rec...

  • Workflow email placeholders

    Most steps within workflows will generate emails.  These emails, as well as containing generic content, can contain placeholders which the workflow will replace with the relevant system fields when it...

  • Workflow sensitive emails

    Often when using a workflow, the content of the generated email may contain sensitive employee information such as the employee National Insurance Number, salary details and so on. To aid with data se...

  • Workflow - When should this happen?

    When creating a workflow step you will be given the option to denote when the workflow step is triggered in relation to your employee, other workflow steps or specific calendar dates.  It is important...

  • Workflow Escalations

    Within workflows we use a concept of escalations to allow users to customise the process under which the workflow will send out additional reminders or notify relevant individuals that a task still ne...

  • Workflow Yes/No - move to specified step on No

    Within workflows, there is an option for a Yes/No step - if the person actioning the workflow chooses YES this simply moves the workflow to the next step. If they choose NO, they have 4 options: 1) En...