HR Action Item Workflows

Routing your HR Salary Update for Approval

• You can route your Salary Updates to the manager of the employee by using the yellow "Workflow" button within the Action Item Template. Here you can check the "Route to Manager?" checkbox so employees' completed salary update Action Items are sent to their manage for approval. 
• You can route your Salary Updates to a specific PR Department by navigating to "User Database" in Vista and going to "Programs". Here you can search "Fiddletree" in the search bar to find the "Fiddletree Action PRDept Flow" program. You can use this program to route a specific ChecklistID to a user based on the employee's PR Department. 
• You can route your Salary Updates to a specific PR Group by navigating to "User Database" in Vista and going to "Programs". Here you can search "Fiddletree" in the search bar to find the "Fiddletree Action PRGroup Flow" program. You can use this program to route a specific ChecklistID to a user based on the employee's PR Group.
• You can route your Salary Updates to a specific individual by navigating to "User Database" in Vista and going to "Programs". Here you can search "Fiddletree" in the search bar to find the "Fiddletree Template Flow" program. You can use this program to route a specific ChecklistID to a specific Individual.
• The approver set for sequence 1 will first recieve the email for approval. Once Sequence 1 approves the salary update, the email will be sent to the approver in sequence 2, and so on.