Most spreadsheets have separate tabs for the main
business process and each supported subprocess. If you include data in the
spreadsheet for a subprocess that is not included in the worker's business
process configuration, Workday disregards the data and continues processing the
transaction as long as the automation level is set to Skip or Manual.
A subprocess marked Optional may contain required fields (columns); if
you provide data for this subprocess, all fields are required if you set the
processing level to Automatic. If a subprocess is before the completion
step in the main business process, it must be included in the spreadsheet;
however, it can set to Skip.
The
following levels of workflow automation are available:
Full
Automation Import
new hire data into Workday using EIB and select automatic processing bypass
To-Do Tasks, Notifications, and approvals, and to automatically complete the
business process workflow.
Important: To
fully automate the Hire Employee business process, all employees in the spreadsheet must have identical processing requirements. If some employees will
skip a subprocess and others will not, you must either perform separate
spreadsheet uploads for each group or use partial automation.
Manual
Processing If you want a business process
participants to manually complete all review and approval steps, To Do
tasks and Notifications, specify manual processing for the entire business
process and either import all of your new hire data into Workday using the EIB
upload process or provide partial data in the spreadsheet and enter the rest
manually.
Important: When
you select manual processing, any data uploaded from the spreadsheet will
trigger workflow just as if the data had been entered online.
Partial
Automation You can
specify different levels of automation for the main hire employee
process and each supported subprocess.
To require manual review and approval for some processes but not others, select a a mix of automatic and manual processing options. For example, you might want to automate the Assign Organizations sub process while using approval workflow for the Propose Compensation for Hire subprocess.
|
Option |
Description |
|
MANUAL PROCESSING |
Triggers review and approval
workflow and includes all To Do tasks and Notifications defined for a |
|
process or subprocess.
If you select this option for a subprocess, you can enter partial data in the |
|
|
corresponding spreadsheet section
and enter the remaining information online, worker by worker. |
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|
|
|
|
Important: Provide all required
data for the main process, even when the automation level for this |
|
|
process is Manual. Only subprocess
actions can include partial data. |
|
|
Automatically completes workflow
steps and bypasses To Do tasks, Notifications, and approvals for |
|
|
a process or subprocess. If
you select this option, enter data in all of the fields (columns) marked |
|
|
AUTOMATIC PROCESSING |
Required in the related worksheet. |
|
|
|
|
|
Note: The fields marked Required represent
the minimum amount of data required to fully |
|
|
automate the business process;
other fields may be required depending on your setup. |
|
SKIP PROCESSING WHEN STEP IS MARKED OPTIONAL |
Bypasses a subprocess that is
either defined as optional or not included in your business process |
|
configuration. You cannot select
Skip for the main process. |
|
|
|
|
|
Important: If you select Skip, do
not enter any information in the worksheet for this process. |
|
|
RUN NOW |
Triggers immediate start of the
business process or sub-process with manual processing. You |
|
should use this option only if you
need the business process to complete before the EIB has |
|
|
finished loading. |
|
|
|
|
|
Note: Selecting this option will
affect the performance of your EIB load; the load may take more |
|
|
time than expected. |
|
|
SKIP PROCESSING WHEN STEP IS MARKED OPTIONAL |
Triggers immediate start of the
business process or sub-process with manual processing. You |
|
should use this option only if you
need the business process to complete before the EIB has |
|
|
finished loading. |
|
|
|
|
|
Note: Selecting this option will
affect the performance of your EIB load; the load may take more time than
expected. |
|
|
RUN NOW WITH AUTOMATIC PROCESSING |
Triggers immediate start of the
business process or sub-process with automatic processing. You |
|
should use this option only if you
need the business process to complete before the EIB has finished loading. |
|
|
|
|
|
Note: Selecting this option will
affect the performance of your EIB load; the load may take more time than
expected. |
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