To add a workflow for defining approvers:
- Go to Workflow Administration > Workflow Designer.
- Click Add. The application adds the new workflow in the Custom section of the sidebar.
- In the Properties tab for the workflow, complete each field as follows:
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- Name: Enter a name for the workflow.
- Note: In the Select Workflow drop-down list of the Create/Edit Offer form, workflows for defining approvers look the same as standard workflows. As such, you should indicate in the workflow's name that it is used for defining approvers.
- Description: Enter a description of the workflow.
- Effective From and Effective To: Enter a start and end date for the workflow to define the period when it will be active and available for users in Dayforce.
- Reference Code: Enter a unique reference code for the workflow.
- In the Diagram tab, add a Start node, a Route To All from a List node, a Decision node, two Observing Class Notification nodes, two Notification nodes, and an End node.
- You should arrange the nodes so that the Start node, the Route To All from a List node, one Observing Class Notification node, and one Notification node are in the first row, the Decision nodes, the second Observing Class Notification node, and the second Notification node are in the second row, and the End node is to the right of all of the other nodes as shown in the following screenshot:
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- In the Node Properties panel, rename the following nodes:
- Note: You open the Node Properties panel by selecting the node in the diagram. The following names for nodes are suggestions only.
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Node naming Node New Name Observing Class Notification (first row)
Observing Class Notification Approved
Notification (first row)
Offer Form Approved Notification
Observing Class Notification (second row)
Observing Class Notification Rejected
Notification (second row)
Offer Form Rejected Notification
- The workflow should look as follows:
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- Add the following connections for each node in the diagram:
- Note: You define a connection response by clicking the connection (so that a solid red square appears at the start of the connection), and then selecting an option in the Predefined Names or Response field of the Link Properties panel.
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Node connections Node Connections Start
Connection from the Start node to the Route To All from a List node.
Route To All from a List
Connection with an End of the list response from the Route To All from a List node to the Observing Class Notification Approved node.
Connection with a Route to a list member response from the Route To All from a List node to the Decision node.
Observing Class Notification Approved
Connection from the Observing Class Notification Approved node to the Offer Form Approved Notification node.
Offer Form Approved Notification
Connection from the Offer Form Approved Notification node to the End node.
Decision
Connection with an Accept response from the Decision node to the Route To All from a List node.
Connection with a Reject response from the Decision node to the Observing Class Notification Rejected node.
Observing Class Notification Rejected
Connection from the Observing Class Notification Rejected node to the Offer Form Rejected Notification node.
Offer Form Rejected Notification
Connection from the Offer Form Rejected Notification node to the End node.
- The connections should look as follows:
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- In the Node Properties panel, configure the properties for each node as follows:
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Node configurations Node Configuration Decision
In the Message Subject and Message Body fields, click Create Expression and then enter the content for the notification message.
Observing Class Notification Approved
In the Observer class Type drop-down list, select Offer Letter Approval.
Observing Class Notification Rejected
In the Observer class Type drop-down list, select Offer Letter Approval.
Offer Form Approved Notification
In the Message Subject and Message Body fields, click Create Expression and then enter the content for the notification message.
Offer Form Rejected Notification
In the Message Subject and Message Body fields, click Create Expression and then enter the content for the notification message.
- Click Save.