Workflow Engine - Assign Workflow

Use the Universal Profile page to manually assign workflows. The workflows that a user can select depend on the triggers set when editing or creating the workflow. See Workflow Engine - Manage Workflow Triggers.

To access the Universal Profile page, go to Home > Universal Profile. Click the Actions page.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Workflow Engine - Initiate Workflows Grants ability to initiate the first step of a workflow. Workflow Engine

Assign Workflow

You can self-assign workflows, assign as a manager, or assign as an administrator. These roles can use one of the following Universal Profile pages to assign workflows:

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Self assign Workflows

Self-assign workflows with triggers set to employee self-service.

To self-assign workflow:

  1. Click the ellipses on the top right corner of the appropriate Universal Profile page and select Initiate Workflow. The Initiate a Workflow page opens to display active workflows with employee self-service triggers.
  2. Click Start for the appropriate workflow. Forms and Approval activities within workflows generate Actions and Requests in the corresponding Universal Profile pages.

Assign Workflows as Manager

Assign workflows as a manager to your subordinates with triggers set to manager self-service.

  1. Select the appropriate subordinate.
  2. Click the ellipses on the top right corner of the appropriate Universal Profile page and select Initiate Workflow. The Initiate a Workflow page opens to display active workflows with manager self-service triggers.
  3. Click Start for the appropriate workflow. Forms and Approval activities within workflows generate Actions and Requests in the corresponding Universal Profile pages.

Assign Workflows as an Administrator

  1. Select the appropriate employee or user.
  2. Click the ellipses on the top right corner of the appropriate Universal Profile page and select Initiate Workflow. The Initiate a Workflow page opens to display active workflows with manager self-service triggers.
  3. Click Start for the appropriate workflow. Forms and Approval activities within workflows generate Actions and Requests in the corresponding Universal Profile pages.