Added the ability to send different types of position updates through different workflows for approval, and also to use the workflows to restrict access to position updates by user role. Previously, users who had access to positions could update all position properties, and all changes went through the same workflow for approval. Now, administrators can create more granular sets of permissions called edit modes, assign them to specific user roles, and set up different workflows for different edit modes. To support this functionality, a new Configuration screen was added in Organization Designer. In the new screen, administrators can add edit modes. Each edit mode contains one or more actions that users can do on positions: create, delete, or update. For edit modes with update permissions, you also specify which position attributes users can update with that edit mode. Creating edit modes is an additional, optional step in setting up workflows for Position Management. Using this functionality involves the following steps:
If a manager’s user role has edit modes assigned, when they open the Positions screen in Organization Designer, the positions are ready-only. To begin editing, the manager clicks the edit button and selects an option from the drop-down list: Note: There is a known issue where, if you create an edit mode after 7 PM EST, the form for the edit mode isn’t available until the following day. As a workaround for this issue, if you create an edit mode after 7 PM EST and you can’t see the form in Workflow Administration > Role Privileges, wait until the next day to complete the role privileges configuration. See Use Workflows with Position Management in the Position Management Guide. |