Workflow Properties

The Workflow Properties page is where you create and edit information associated with the workflow, such as purpose, name, request type, office, and tags. To access this section, click Admin on the Dashboard, the Admin Home tab displays, click the Manage Workflows link in the Workflow section to open the Workflows page, and click the appropriate Name link. The following elements are displayed and differ based on the purpose of the workflow:

• Workflow Name. This is the name assigned to the workflow.
• Purpose. This drop-down list allows you to select the purpose of the workflow. The options are Staffing or Onboarding.
• Request Type. If the workflow purpose is Staffing, this drop-down list allows you to select the request type. The options are New Vacancy and Additional Selection.
• Phase. If the workflow purpose is Onboarding, this drop-down list allows you to select the phase of Hired or Vetting.
• Calculate Due Dates Starting From When. This drop-down list allows you to specify the start date for scheduling due dates. The options include when the workflow is assigned or when the request is approved.
• Time-to-Hire Goal. If the workflow purpose is Staffing, this field allows you to enter the number of days to meet the time-to-hire goal.
• Owning Office. This drop-down list allows you to select the office responsible for the workflow.
• Tags. This drop-down list allows you to add Tags to your workflow, such as Occupational Family, Appointing Authority or Office. For additional information, see Tags.
• Save. This button allows you to save any changes made to the workflow.
• Copy. This button allows you to copy an existing workflow. For instructions, see Copying a workflow.
• Publish. This button allows you to publish the workflow.
• Delete. This button allows you to delete the workflow.
• Retire. This button allows you to retire the workflow.
• Cancel. This button allows you to cancel any pending changes made to the workflow.