You can configure the workflow steps to specify the default participant, role, and search options.

To edit a workflow step

Edit a workflow profile.

This displays the following screen:

Select the Workflow Steps tab.

Select a workflow step, and then select the Step Participants tab.

Select the participant and click Edit.

This displays the following screen:

To specify the participant’s role

Select the participant role in the Participant Role list.

This role is set as the default filter in the Add Participant screen on this step as shown.

Enter the participant role name in the Participant Role Name box.

Select the following checkboxes:

Can Edit Job Description – To allow editing of the job description
Can Enter Comments – To allow entering the comments in the workflow step
Can Add/Edit Participants – To allow add or replace the workflow participants
Can Approve this Step – To allow approving of this step
Can Reject this Step – To allow rejecting this step
Can Add Ad-Hoc Reviewers – To allow adding of ad-hoc reviewers

If any of these checkboxes are not selected, the corresponding functionality will not be available to users in job workflows. For example, if the "Can Add/Edit Participants" option is not selected, users will be unable to add or replace participants in the workflows.

Select a default participant in the Default Participant box (if required).

This name is set as the default participant for this step as shown:

Select the override roles in the Allowed Roles (Step Roles Override) box.

These roles override the roles mentioned in the Participant Role list and are displayed in the filter list as shown:

Click Save and Close.

To specify the employee search options

Select the Employee Search Options tab.

This displays the following screen:

Enter the expression in the Optional Tagged Text expression box (if required).

For example, =@activeemployee.Emplid@ populates the step participant with the name of the active employee who is logged into the system.

Select the following option in the Default Selection Option list.

List of Available Employees – To display the list of all available employees in the Search screen
Search For Employees – To display all options in the search for employees screen
Quick Filter – To display a filter with these options

For example, set the Quick Filter to Show All Managers.

This sets the default filter to Show All Managers as shown:

You can also set the Default Selection Option to Search for Employees.

This sets the search option in the Add Participant screen as shown:

Click Save and Close.

To limit the search filter options

Select the step and click Properties.

This displays the following screen:

Enter the required roles in the RolesAllowedToAdd_string property.

Roles should be separated with a semi-colon and no spaces between options.

If the list contains a user role, then look for the role names in the business rules. For example, User_Role_2 is defined as ‘Executive’ in business rules, so if you add User_Role_2 here, it displays as Executive in the list.

The roles that can be added to the list are shown in the following table:

ct_Manager	HRGeneralists	User_Role_5
ManagerPlusOne_For_Job	HRGeneralist1	User_Role_6
InDirect_Managers_For_Job	HRGeneralist2	User_Role_7
All_Managers	HRGeneralist3	User_Role_8
Job_Description_Reviewers	User_Role_1	User_Role_9
Job_Description_Administrators	User_Role_2	User_Role_10
CompensationManagers	User_Role_3	Admin
Recruiters	User_Role_4	AdHoc