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Workflow Best Practices: Don’t Overcomplicate Your Flow Models
In an earlier article we discussed properly modeling your flows to mirror how you actually conduct business (as opposed to your ideal business practices). But, you can take this concept too far—adding numerous steps, branches, and loops—to cover every possible...
Workflow Best Practices: Use the Catch-All “Else” in Auto-Decision Steps
This might seem like more of “programmer-oriented” article, but in a way, creating flow templates is a little like programming. You must model your business practice to make sure that the flow does what it is supposed to do. As such, you must make sure that if you...
Vista How To: Add a COVID-19 Employee Survey
Vista’s employee surveys feature makes it simple to poll your employee base about any topic, including their exposure to COVID-19. This article shows how to create a COVID-19 survey that your employees can fill out in Vista self-service. Required Security Access...
Workflow Best Practices: Use Late Notifications, Auto-Redirecting, and Auto-Rerouting
In the last article we talked about modeling your actual business practices, not your hoped-for business practices. As part of that, we reviewed the situation with a real organization who tried to model their desired leave request process instead of their actual one....
Workflow Best Practices: Model Your Real Business Process
The first step in creating workflow templates for your various HCM activities is to model those processes. The Vista Workflow engine supports just about any variations in business flows, so you can model just about whatever you want. One trap people fall into is...
Workflow Best Practices: Trim the Approval Screen Display
By default, the information submitted on a Vista workflow screen is both visible and editable (with the standard workflow audit trail) by subsequent workflow participants (e.g., approvers). That might be appropriate in some situations, but not all. For example, you...
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