How can admin set up the system to auto initiate confirmation of employee?

Created by Product Content Team, Modified on Mon, 11 Mar at 10:39 AM by Product Content Team


greytHR's Confirmation module offers a hassle-free transition from probation to a full-time employee. 

After the confirmation module is enabled, the admin must perform the following actions to set up the auto-initiate for confirmation: 

  1. From the greytHR Admin portal, navigate to Workflow > Setup > Workflow Levels. The Workflow Levels page appears.  
  2. Click Add Workflow Level to set up the auto initiate for a new workflow. 
  3. From the Select workflow type dropdown list, select Confirmation and fill in the details as required. 
  4. To set up the auto-initiate date, go to Workflow Settings. Under Workflow Settings, in the text box, enter the number of days for which you need to auto-initiate the confirmation workflow.
  5. Click Submit to save the confirmation workflow levels settings. Submit Workflow Level pop-up appears.
  6. Click Confirm to save the confirmation workflow levels settings.  

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Related Links:

Video- To watch the video on Confirmation module, click here.

FAQs- To read more FAQs about the Confirmation module, click here. 

Documentation- To learn more about the Admin Portal, click here.

Product Update- To read about the product update, click here.

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