Before creating individual Workflows, it’s necessary to set up Workflow Profiles and assign them to the relevant Users. These profiles are what allow Users to access the Workflows that are only useful to them.
This guide will look at:
The ‘Allocation’ tab shows which Workflows and Users are assigned to this profile.
Workflows are custom reports and alerts that allow you and your leadership team to keep informed and up to date.
Create automatic reports for your team leaders and department heads about any persistent lateness issues.
Create triggers that inform you of crucial dates approaching: licenses expiring, insurance to renew, probation ending and more.
Create instant triggers to alert your supervisors and department heads of any no shows within their team.
