Self Service Guide

Version: R2025.1.1

About the Self Service Guide
Getting Started
Workflow Administration Configuration
Workflow Designer Configuration
Using the Diagram Tab
Create Workflows
Workflow Validations
Maximum Outbound Links
Workflow Node Properties
Note Nodes
Start Nodes
End Nodes
Process Nodes
Decision Nodes
Routing Nodes
Notification Nodes
Condition Nodes
Benefits Enrollment Node
Input or Output Links
Copy Workflows
Edit Workflows
Delete Workflows
Localize Workflows
Associate Forms with Workflows
Create Additional Response Options
Manage Form Categories
HR Event Configuration
Configure Custom HR Events
Configure Template HR Events
Localize HR Events
Edit HR Events
Copy HR Events
Delete HR Events
Events Triggered by HR Import
Configuration
Configure Client Properties for HR Event Triggering
Configure the HR Events
Requirements for New Hire
Requirements for Rehire
Requirements for Primary Work Assignment Changes
Compose Workflow Messages
Populate Job Assignment and Location in Messages
Populate Employee Properties in Messages
Localize Workflow Messages
Configure Guided Processes
Configure Income Tax Withholding Forms
GP Monitoring Workflow
Configure E-Signature Functionality
Configure E-Signature Authentication
Configure E-Signature Forms
Configure E-Signature Templates
Add HR Policies with Attachments to Onboarding Policies for E-Signature
Actionable Message Configuration
Configure an Approval Delegate for Workflows
Workflow Configuration for Time Away from Work
Associate the Time Away from Work Workflows with Forms
Assign the Time Away from Work Workflows to Users
Assign the Time Away from Work Workflow Role Features
Enable Dayforce to Use Workflows for Time Away from Work
Grant Users Access to Requests They Cannot Action
Configure Actionable Messages for TAFW
Configure Auto-Approval of Timed-Out Requests
Workflow Configuration for Schedule Approval
Associate the Schedule Approval Workflows with Forms
Assign the Schedule Workflows to Users
Assign the Schedule Approval Role Features and Authorizations
Enable the Application to Use Workflows for Schedule Approval
Manage Workflow Records
View and Edit Forms
Set Active Nodes in the Diagram
Resend to Approvers
Add New Approvers
Appendix: Forms Library
Address Form
Annual Leaves Carry Over Form
ATO Employee Commencement Form
Authorize Instant Issue Payroll Card Form
Certificate of Attendance Form
Change Shift Form
Colorado Copy of Federal W-4
Compensation Change Form
Confidential Information Form
Contact Details Form
Current Beneficiary Information Form
Current Dependent Information Form
Direct Deposit Form
EEO Sight Identification Form
Electronic Statement Acknowledgement Form
Emergency Contacts Form
Employee Contribution Template Form
Employee Payment Request Form
Federal TD1 Form
Federal W-4 Form
Automatic Effective End Date When Exemption Claimed
Federal W-4P Form
Gender Form
Group Overtime Form
Health and Wellness Form
Job Assignment and Compensation Change Form
Job Assignment Change Form
Job Assignment Change with Manager Form
KiwiSaver Deduction KS2
KiwiSaver Opt-out or Savings Suspension Form
Life Event Declaration Form
Location Transfer with Manager Form
Mauritius EDF Form
Name and Marital Status Form
New Hire Form
New Hire (Position Management) Form
New Hire with Contract Form
New Hire with Contract (Position Management) Form
New Mexico Copy of Federal W-4
North Dakota Copy of Federal W-4
Overtime Application Form
Parental Leave Planning Form
Position Change Form
Print Statement Acknowledgement Form
Provincial TD1 Links
Quick Entry Payment Form
Rehire Form
Rehire (Position Management) Form
Rehire with Contract Form
Rehire with Contract (Position Management) Form
Request Leave of Absence Form
Request Payroll Card Form
Return to Work Form
Return to Work (Position Management) Form
Right to Work Document Upload
Safety & Health (USA) Form
Schedule Approval Request Form
State Tax Form Links
State Tax Forms
Automatic Effective End Date When Exemption Claimed
Superannuation Standard Choice Form
Australian Superannuation Approval Workflow
Configure the Default Superannuation Contribution Rate
Superannuation Voluntary Contribution Form
AUS Superannuation Voluntary Contribution Approval Workflow
Tax Code Declaration Form
SGP - Confidential Information and Tax Definition Form
Terminate an Employee Form
TFN Declaration Form
Utah Copy of Federal W-4
Voluntary Self-Identification of Disability (CC-305) Form
Template HR Events
Text Editor Controls
Operator Types and Values
Store Names
LoadIfEmpty Named Function
Values for the wfListName Parameter
Exceptions for the LoadIfEmpty Named Function
Formatting Date and Number Fields

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