Workflow Roles
A Workflow Role is a group of users that can act as approvers within a specified Workflow Group.
Create a Role
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From the menu, select System Administration.
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From System Administration, select Workflow.
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From Advanced Workflow, select Workflow Setup.
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Select Roles.
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Select Create Role
Once selected, a form will be available for you to input the required information. The following fields are required in the form:
|
Field |
Details |
|---|---|
|
Employee Number |
Employee Number in eFinance |
|
Employee Name |
Employee Name in eFinance. Use the lookup function to lookup a specific employee. |
|
Primary/ Alternate |
Select P-Primary if the user should be a primary member of the role. Select A- Alternate if the user should be an alternate member |
To add additional employees to the role, select the + icon.
Filter Roles
For organizations with multiple roles, use the filter option to narrow the list of roles. Roles can be filtered by the following fields:
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Role Title
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Status