How to enable the Workflow

The users can enable the Workflow by following the given steps:

Step 01: Go to the “Admin” module and select the “Manage Company” from the dropdown list.

Step 02: From here, click the edit icon corresponding to the “Company Name”.

Step 03: Then go to the “Preferences Setup” tab.

Step 04: In this tab, look for the “PAYROLL” option and click the “Workflow1” button as shown below. Once the button is selected the system auto-select the “Leave” checkbox. 

If the user needs to follow the workflow for claim/Timesheet/Appraisal then select the checkboxes manually and click the “SAVE” button on the top rightmost corner of the page to make the changes effective.

Step 05: Once saved the system shows “Successful Alert”.

Note: The users can use only one concept at a time either can use “Workflow” or “Grouping”. 

If the “Workflow” concept is following in the system then “Grouping” cannot use at the same time.

Product Version: SMEPayrollTM Version 11

• Related Articles

• How does workflow work

  Smepayroll  Workflow enables automation of business processes during which documents, information, or tasks are passed from one party to another, and actions are performed according to a set of rules. Workflow provides many out-of-the-box components ...

• How to add workflow

  To add Workflow name go to the “Admin” Module and follow these given steps: Step 01: In the Admin module, select the "Manage Workflow".                         Step 02: To create a Workflow name, click the “Add Workflow” button.                  Step ...

• How to add Workflow Group

  To add Workflow Group, go to the Admin Module and follow these given steps: Step 01: In the “Admin” module, select the "Manage Workflow" and from here go to the "Manage Workflow Group" tab. Step 02: To Create a Workflow group, click the “Add Workflow ...

• How to add Workflow Level

  In Manage workflow, the user can create Workflow Levels {Hierarchy} by following the given steps: Step 01: In the “Admin” module, select "Manage Workflow" and from here go to the "Manage Workflow Level" tab.                            Step 02: To add ...

• How to assign Supervisor/Employee to Workflow Group?

  To assign the Supervisor/Employee to the workflow group follow the given steps: Step 01: In the “Admin” module, select "Manage Workflow" and from here go to the "Assign Supervisor/Employee to WorkFlow/Payroll Group” tab. Step 02: Select "Workflow ...