IT IS active 2010 - Workflows


Tracking benefits of employees in a company:

Mary Dempsey, one of your employees, shall be provided with a company car. The direct manager and the fleet management of your HR department have already approved this benefit according to her excellent employee engagement during the last project. Now the result is here and Mary will be provided with a brand new company car. To simplify and automate the confirmation of benefits for employees, they use an entry in the Human Resource part of their ERP solution:

Workflows - Upload to SharePoint

An associate of the HR department fills out all the needed fields that should be displayed later in the application and uploads the form to SharePoint list as shown above in the example of a RTC. Of course this also works great with the Classic Client.

Workflows - Workflows

The new list entry is automatically starting a workflow for approval and an e-mail will be sent out informing both involved managers. It is also possible to attach necessary files concerning the procedure e.g. receipts or invoices. Attachments can be found directly in front of the item title description as you can see in the red tagged rectangle in the picture above.

Workflows - Workflow Visualization

Please see the Workflow Visualization that appears. In this case the two displayed manager have to approve the tasks that are visible in their task list.

Workflows - Completed

Once both users gave their approval the procedure is done and your employee is provided verifiably.


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