Assign Workflows to the Offer Letter Form

Dayforce Implementation Guide
Version
R2025.2.1
ft:lastEdition
2025-12-01
Assign Workflows to the Offer Letter Form

After you create the necessary workflows you need to make them available in the offer letter form of Recruiting. You do this in Workflow Administration > Role Privileges, using the same method that you use to grant users access to forms.

However, instead of assigning each workflow to different forms, you add them all to the same system form, the Offer Letter form. You then assign the Offer Letter form to the Offer Letter parent feature, and define which user role has access to it.

If you give a user's role access to these workflows, they can select them from the Select Workflow drop-down list of the Create/Edit Offer form in Recruiting.

Moreover, once you add a workflow and assign it to a role in the above screen, each Offer Letter form shows up under the Recruiting > Actions > Offer Letter role feature in the Features tab of System Admin > Roles. Here, they're automatically enabled for the roles that you defined in Workflow Administration > Role Privileges. However, you can control role feature access to the form from this location as well.

Three Offer Letter forms under the Recruiting > Actions > Offer Letter role feature.

Note: Currently, the role features display Offer Letter for each workflow, and you can't distinguish between different workflows. (This is because each workflow is assigned to the same form.) Therefore, you should configure access to specific workflows in Workflow Administration > Role Privileges, where you can see the name of each workflow.

Assign Workflows to the Offer Letter Form

Important: You must ensure that workflows assigned to the offer letter form meet the requirements described in Offer Letter Workflows. Failure to follow these standards can prevent the offer letter process from completing.

To add a workflow to the Offer Letter form and parent feature:

  1. Go to Workflow Administration > Role Privileges and click Add.
  2. Do the following:
    • In the Parent Feature column, select Offer Letter.
    • In the Form column, select Offer Letter.
    • In the Workflow column, select the workflow that you want to associate with the form.
    • In the Role column, click the field to open a dialog box in which you can define which roles will have access to the form. Click OK to close the dialog box.
  3. Click Save.