Workflow

Usage

Here is where you setup specific criteria for Leavers, New contracts (including contract changes) and New starters.

New Starter

This allows you to choose which screens are present during the addition of a new staff member in Staff Maintenance and allows you to mandate more fields. This includes the setup for all 5 MAIN staff record pages, the contracts page, whether or not a primary unit must be added and shows the leaves screen. This works just like the security screen:

Makes the field as mandatory

Allows data to be entered in to the field

Makes the field visible but no data can be entered - (read only).

Hides the field

REMEMBER: Any staff completing contract changes must have security group access to all the fields and screens required during the workflow or they will not be able to complete the addition of a new staff member/Contract Change.

You cannot remove the MAIN DETAILS tab from the workflow, this is a minimum requirement. Removing any of the tabs from the workflow will stop that screen from appearing during the workflow.

NOTE: Make sure that no fields are mandatory within any screens which you remove from the workflow as ALL mandatory fields MUST be completed or the workflow cannot be completed!

New Contract

New contract only allows you to set fields for the CONTRACT tab in Staff Maintenance.

NOTE: The Contract tab cannot be removed from the workflow and again removing any tabs with mandatory data entry will result in you not being able to complete the workflow.

Leaver

In the leaver workflow setup you have the ability to restrict how far in advance you can end a contract:

If you uncheck the box then the limit will not be applied and you can end contracts any length in advance.