Configure Letter Workflows

Letter Management Guide

Configure Letter Workflows

Before You Begin: For general information on configuring workflows, see the Self-Service Guide.

When users fill out the Send a Letter wizard in Letter Management > Distribution, they need to select an option in the Select Workflow drop-down list. This sets which workflow is used to send the letter to the employee or candidate.

As a mandatory step, you need to configure at least one workflow that users can select. This involves creating the necessary workflows and assigning them to the Select Workflow drop-down list of the wizard.

Note: For information on the settings needed for each node in a letter workflow, see Create Letter Workflows.