How can admins configure workflow levels in the Request Hub?

The Request Hub is an all-in-one solution that helps organizations manage their workflows efficiently. It automates tasks like creating, assigning, and tracking forms, tasks, and approvals. 

Steps to configure workflow levels in the request hub.

From the greytHR Admin portal, go to Workflow > Setup > Workflow Levels.

1. General settings

1. Click Add Workflow Levels.

2. Under General Settings:

   1. Select the Workflow Type as Request Hub.

   2. Add the Policy Name and Policy Description.

   3. Select the required Request Type.
      Note: Click the Edit icon to add/edit the request types as per your company’s requirements.

   4. Choose the desired Employee Filter.

3. Click Save Policy and Next to proceed to the Workflow Levels settings.

2. Configure workflow levels

1. Select the Workflow Initiator.

   • Click Add Task to create a task list for the selected reviewer.

   • In the Create Task pop-up, enter the task name and description.

     1. Click Add Attachment(s) to upload up to 5 files related to the task.

   • Click Add Form to create a customized form for the reviewer.

     1. Add a Form Title and drag and drop the required fields from the Search Field List to customize the form.

     2. Click Save.

   • Select the Make Attachments Mandatory for Reviewer checkbox if required.

   • Click Save to finalize the task creation.
     Note: Repeat the steps to add tasks for reviewers.

2. Select the required number of levels (1 Level/2 Levels/3 Levels/4 Levels/5 Levels).

   • From the Reviewer Level 1 dropdown list, select the reviewer type.

   • Select Application Actions based on your requirements.
     Available actions for reviewers include:

3. Approve & Forward: Approve the action and forward it to the next reviewer.
   Available only when multiple reviewers exist.

4. Reject: Rejects the workflow action.
   Available for all reviewer levels.

5. Auto-forward Due Days: Select the number of days after which, if the reviewer does not take action, the task automatically moves to the next-level reviewer.

3. Click Next to proceed to Workflow Policy Settings.

3. Workflow policy settings

• Select the Escalation Duration and Escalation Point. If the final reviewer takes no action within the specified duration, the request escalates to the designated escalation point or person. 

• Enable the Initiator Actions such as Initiator can reopen the workflow and Enable auto-close as per your requirements.

Note: If you enable auto-close, you must define the auto-close duration. The system calculates the duration from the request initiation date.

5. Review and submit

• Click Review and Submit to finalize and create the workflow policy for request hub activities.

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Related Links:

Video - To watch the videos on greytHR, click here.

FAQs - To read more FAQs about Request Hub, click here.

Documentation - To read more about Request Hub, click here.

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