Configure workflow rules

HRStop lets you configure the system’s workflow rules. These rules guide the procedure of applying, managing and approving the processes related to the respective module.

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Follow these steps to configure workflow rules:

1. Navigate to Control Panel → Settings → Modules.

2. Scroll down to the Enable Workflow section and select the check box to enable workflow configuration for your company.

3. Click Manage Workflow to manage the workflow configuration.

4. A new page opens, showing fields to configure workflow rules.

5. Select the Module (Leave/travel/expense).

6. Select the Type (Hierarchy/Band/Designation).

   (if you selected Hierarchy)

• Select the Designation and Department.
• Configure the pipeline by selecting the stages (Manager, Manager's manager, HOD, BU Head) and the flow (Approve/ Manager Approve/ Forward).
• Click the +Add Rule button to add the configuration.
• The added workflow appears under Existing WorkFlows. You can edit or remove it using the icons next to it.

(if you selected Band)

• Select the band for the forward and approved stages.
• Click the +Add Rule button to add the configuration.
• The added workflow appears under Existing WorkFlows. You can edit or remove it using the icons next to it.

(if you selected Designation)

• Select the band for the forward and approved stages.
• Click the +Add Rule button to add the configuration.
• The added workflow appears under Existing WorkFlows. You can edit or remove it using the icons next to it.