What is Workflow?

Smepayroll Workflow enables automation of business processes during which documents, information, or tasks are passed from one party to another and actions are performed according to a set of rules. Workflow provides many out-of-the-box components that business users and administrators can use to model their business processes.

The following step by step instruction will explain how to implement payroll Workflow in Smepayroll.

SCENARIO :
-----------------------------------------------------
Company Name: Advanced & Best Technologies Pte Ltd
Total Employees: 200
Requirement: Hierarchy structure
Payroll authority Level:

The senario needs the top level group to be able to view and manager employees belonging to lower levels.
The lower level group cannot view or manage employees in top level group
-----------------------------------------------------

Step 1:
Create Workflow name

Click on Add Workflow and enter a Workflow name, we will use WF SCENARIO 1 for this scenario.

Step 2:
Create Workflow groups

Click on Add Workflow Group, enter the names accordingly.

Step 3:
Create Workflow Levels { Hierarchy}

Select the Workflow name from the dropdown list, Select the Workflow type and select the payroll group name created in previous steps. Click on Add Level button to add the levels as shown in the figure below.

Step 4:
Assign Employee to Workflow group

Select the payroll Group Name. For Example: Finance Controller

Select the employee names from the left grid and Click on Assign button to assign the employee as members of the Finance Controller group.All the employee that are assigned to this group will have Level 1 rights .i.e will be able to view and manage employee from their as well as lower groups.

Follow the same steps to assign employee to other groups HR Manager, Assistant HR Manager and HR executive.

Step 5:
Assign Employee to Workflow

Select the Workflow level. For Example: WF SCENARIO 1 - L1 { L1 = Level 1}

Select the employee names from the left grid and Click on Assign button to assign the employees to the Workflow level WF SCENARIO 1 - L1. All the employee that are assigned to this group will be view and managed by Level 1 payroll Group i.e Finance Controller Group

Follow the same steps to assign employee to other Workflow levels WF SCENARIO 1 - L2, WF SCENARIO 1 - L3, WF SCENARIO 1 - L4.

Once all the above steps are completed the effects can be viewed in the payroll management. When the user logs into the system to access the payroll module,
He /She will only be able to view or manager users belonging on their workflow level or lower.