How do I create and assign Workflow Profiles?

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:

  • Creating a Workflow Profile
  • Assign a Workflow Profile

Creating a Workflow Profile

  1. Select ‘System’ from the Menu Bar.
  2. Select ‘Workflow Profiles’ from the System Tree.
  3. Select ‘Create New’.
  4. Give the Workflow Profile a name (eg. Human Resources).
  5. Save.

The ‘Allocation’ tab shows which Workflows and Users are assigned to this profile.

Assigning a Workflow Profile

  1. Select ‘Users’ from the System Tree.
  2. Select the User who you wish to assign the Workflow Profile to.
  3. Select the ‘Workflow’ tab.
  4. Tick the required Workflow Profiles from the list.
  5. Choose whether you want the User to be able to edit and/or view Workflows.
  6. Save.

Related Articles

How do I get started with Workflows?

Workflows are custom reports and alerts that allow you and your leadership team to keep informed and up to date.

How do I set up a ‘Clocked IN Late’ Workflow and what is it used for?

Create automatic reports for your team leaders and department heads about any persistent lateness issues.

How do I create custom Employee Date Alert Workflows?

Create triggers that inform you of crucial dates approaching: licenses expiring, insurance to renew, probation ending and more.

How do I set up a ‘No Show’ Workflow and what is it used for?

Create instant triggers to alert your supervisors and department heads of any no shows within their team.

Skill Level