Configuring the Employee Workflow Profile

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You can configure the employee workflow profile.

• To edit the workflow profile
• To allow ad-hoc participants on a step
  • To customize employee acknowledgment job description screen when the employee step is active
  • To customize employee acknowledgment job description screen when the employee step is not active
  • To customize employee acknowledgment job description help instructions when the workflow step is active
  • To customize employee acknowledgment job description help instructions when the workflow step is not active
• To add email profile rules
• To add email participant rules
• To set the workflow profile as an ad-hoc workflow (Legacy Functionality)
• To configure the workflow steps
  • To set the default email rules for each step
  • To set the default initial step of the workflow
  • To set the due date (auto-approval) date for the workflow step
• Related Articles

To edit the workflow profile

1. Navigate to the Admin Tools, and select Edit Employee Workflow Profiles.
2. Click the Edit icon of the workflow profile:

This displays the following screen:

This workflow can also be a two-step workflow: manager approval and employee sign-off.

To allow ad-hoc participants on a step

1. Select the workflow name in the left pane.

This displays the following screen:

2. Select the Job Workflow Properties tab, and select the This is a JDXApps Workflow check box.

This updates the tabs as shown in the following figure:

3. Click Edit Ad-Hoc Settings.

This displays the following screen:

To customize employee acknowledgment job description screen when the employee step is active

1. Click Edit Mode in the Employee Acknowledge Job Description - Screen customizations section.

This displays the following screen:

2. Update the necessary elements and click Save and Close.

To customize employee acknowledgment job description screen when the employee step is not active

1. Click View Mode in the Employee Acknowledge Job Description - Screen customizations section.

This displays the following screen:

2. Update the necessary elements and click Save and Close.

To customize employee acknowledgment job description help instructions when the workflow step is active

1. Click Edit Mode in the Employee Acknowledge Job Description - Help Instructions section.

This displays the following screen:

2. Update the necessary instructions, and click Save and Close.

To customize employee acknowledgment job description help instructions when the workflow step is not active

1. Click View Mode in the Employee Acknowledge Job Description - Help Instructions section.

2. Update the necessary instructions, and click Save and Close.

To add email profile rules

1. Select the JDXApp Emails tab.

2. Click Add.

This displays the following screen:

3. Select the Profile Email Rule from the list and click Select and Close Form.

This displays the following screen:

4. Enter the details as shown:

5. Click Save and Close.

This adds the profile rule as shown:

To add email participant rules

1. Click Add.
2. Select Employee Sign-off\Employee Review in the list, and click Select and Close Form.

This displays the following screen:

3. Select the event for which you wish to send the email in the Event that triggers this Email dropdown list.
4. Select the sender of the email in the Sender of this email dropdown list.
5. Select the recipient in the Recipient of this email dropdown list.
6. Select the message type in the Message Type dropdown list.

7. Enter the email template as shown:

8. Select the Expressions and Rules tab, and add the expression.

9. Click Save and Close.
10. Repeat these steps to create emails rules for separate events.

The following screenshot shows a two-step workflow profile and its email rules:

To set the workflow profile as an ad-hoc workflow (Legacy Functionality)

This is a legacy functionality and is no more supported in the V2 version.

1. Select the Job Workflow Properties tab.

This displays the following screen:

2. Select the This is an Ad-Hoc Workflow checkbox.

3. Click Save and Close.

This displays the following message:

4. Clear the This is an Ad-Hoc Workflow checkbox.
5. Click Save and Close.

To configure the workflow steps

1. Select the Workflow Steps tab.

This displays the following screen:

The steps to configure workflow steps within the employee acknowledgment workflow profile are similar to those in the job workflow profile. For further steps, refer to the article, “Creating a New Workflow Profile.”

To set the default email rules for each step

1. Select a workflow step, and click Edit.

This displays the Edit screen:

2. Select the JDXApps Email Rules tab.

3. Click Set Defaults.

This displays the following message:

4. Click Yes.

This replaces the existing rules with the default rules and displays as shown:

You can update the email rules as per the steps given in the previous section.

5. Similarly, set the default email rule for the other workflow step.

6. Click Save and Close.
7. Click Save and Close.

To set the default initial step of the workflow

You can set the default initial step for the workflow profile

1. Select the workflow profile in the left pane.
2. Select the Allow user to set initial step checkbox.
3. Enter the default initial step as shown:

When a new workflow is created, the default step is selected.

4. Click Save and Close.

To set the due date (auto-approval) date for the workflow step

The workflow step can be auto-approved after a specific time period. This option is used to auto-advance the workflow.

This feature uses the remote task.

1. Edit the workflow step.
2. Select the Due Date/Auto-Approval tab.

3. Select the This Workflow Step is Auto-Approved on the Step Due Date check box.
4. Select the appropriate option in the Due Date Rule list.
5. Enter the number of days after which you wish to auto-approve the workflow in the Number of Days box.

The workflow will be auto-approved after the specified days.

6. Click Save and Close.

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Related Articles

• Missing Job Acknowledgement URL in the Second-Step Email (Two-Step Acknowledgment Workflow)
• Configuring the Employee Workflow Profile