Workflow Engine - Manage Workflow Triggers

A Trigger is one or more conditions which, when satisfied, initiates a workflow. Employees are enrolled in a workflow by setting Initiation Triggers. You can manage triggers from any Workflow page.

To create Workflow Triggers, go to Admin > Tools > Core Functions > Workflow Management > Workflow Library, select the ellipses for the appropriate workflow, and click Edit. Select the Create Triggers button.

To edit Workflow Triggers, go to Admin > Tools > Core Functions > Workflow Management > Workflow Library, select the ellipses for the appropriate workflow, and click Edit. Select the Create Triggers button.

Select one or more of the following Triggers:

  • Employee Self-service - Allows an employee to self-initiate the workflow for themselves as the target. This can be triggered from the Universal Profile’s options dropdown.
  • Manager Self-service - Allows a manager to initiate the workflow for their direct and in-direct reports as the target.
  • Admin initiated - Allows an authorized user to initiate the workflow for any employee within their line of site, based on permissions and constraints.

Click Save to save the Triggers.