Set up and Associate Workflow

You can define different workflows based on the context. For example, you can create a workflow in case an employee claims for a benefit, either manager / HR admin has to approve it.

To set up a workflow for Employee Claim, do the following:

1. Go to Admin Center and select Manage Organization, Pay and Job Structures.

2. Under Create New, select Workflow

3. Enter the relevant approver type and approver role, for example, Role and Employee Manager.

4. Save your changes.

To associate the workflow with a claim scenario, do the following:

1. Go to Admin Center and select .

2. Select the workflow relevant for the benefit in Claim Workflow field.

3. Create a new business rule with the If and Then values as shown in the below image, to enable the workflow for benefit claim scenario.

4. Go back to Admin Center and choose Configure Object Definition. Object Definition screen appears. Select Benefit Employee Claim object from the drop down list.

5. In Rules section, click Details and in the resulting pop up screen in validateRules field select the rule that you have created in step 3. Select Done and then Save the Object definition.

6. The system triggers the correct workflow when an Employee avails of a benefit, based on the benefit type selected.

7. Set the Pending Data field to Yes.to enable the workflow and associate workflow status to the object in your system.

To associate the workflow with an enrollment scenario, do the following:

1. Go to Admin Center and select Manage Data.

2. Select the workflow relevant for the benefit in field.

3. Create a new business rule with the If and Then values as shown in the below image, to enable the workflow for benefit enrollment scenario.

4. Go back to admin tools and choose Configure Object Definition. Object Definition screen appears. Select Benefit Employee Enrollment object from the drop down list.

5. In Rules section, click Details and in the resulting pop up screen in validateRules field select the rule that you have created in step 3. Select Done and then Save

6. The system triggers the correct workflow when an Employee enrolls for a benefit , based on the benefit type selected.

7. Set the Pending Data field to Yes. Based on this, the system enables the object to have workflow status associated with it.

Note

You can modify existing workflow's rule to associate it with the exception scenario.Similarly you can also create the workflow for Benefit Program Enrollment.You can modify existing workflow's rule to associate it with the exception scenario.Similarly you can also create the workflow for Benefit Program Enrollment. In case there is no existing rule, you must create the new rule and then assign In case there is no existing rule, you must create the new rule and then assign it. it.

To associate the workflow with an Exception Scenario for enrollment and claim

You can modify existing workflow's rule to associate it with the exception scenario.Similarly you can also create the workflow for Benefit Program Enrollment.You can modify existing workflow's rule to associate it with the

exception scenario.Similarly you can also create the workflow for Benefit Program Enrollment. In case there is no existing rule, you must create the new rule and then assign In case there is no existing rule, you must create the new rule and then assign it. it.

● Scenario 1 : Exceptions Workflow for Claims . In this case perform the following steps:

1. Go to Admin Center and select Manage Data.

2. Select the workflow relevant for the benefit in Claim Workflow field and Exception Workflow field.

3. Create a new rule with the If and Then values as shown in the below image, to enable the workflow for benefit claim scenario.

4. Go back to Admin Center and choose Configure Object Definition. Object Definition screen appears. Select Benefit Employee Claim object from the drop down list.

5. In Rules section, click Details and in the resulting pop up screen in validateRules field select the rule that you have created in step 3. Select Done and then the Object definition.

6. The system triggers the correct workflow when an Employee avails of a benefit for which exception is given , based on the benefit type

7. Set the Pending Data field to Yes.

● Scenario 2 : Exceptions Workflow for Enrollment In this case perform the following steps:

1. Go to Admin Center and select Manage Data.

2. Select the workflow relevant for the benefit in Employee Enrollment Workflow ID field and Exception Workflow field.

3. Create a new rule with the If and Then values as shown in the below image, to enable the workflow for benefit claim scenario.

4. For Benefit Enrollment Exception, rule values as shown in the below image:

5. For Benefit Program Enrollment Exception, rule values as shown in the below image:

6. Go back to Admin Center and choose Configure Object Definition. Object Definition screen appears. Select Benefit Employee Enrollment/ Program Enrollment object from the drop down list.

7. In Rules section, click Details and in the resulting pop up screen in validateRules field select the rule that you have created in step 3. Select Done and then Save the Object definition.

8. The system triggers the correct workflow when an employee avails of a benefit program for which exception is given, based on the benefit type selected.

9. Set the Pending Data field to Yes.

To associate the exception workflow with a claim scenario, where claim amount exceeds the benefit entitlement amount, do the following:

1. Go to Admin Center and select Manage Data.

2. Select the workflow relevant for the benefit in Claim Workflow field.

3. Create a new rule with the If and Then values as shown in the below image, to enable the workflow for benefit claim scenario.

4. Go back to Admin Center and choose Configure Object Definition. Object Definition screen appears. Select Benefit Employee Claim object from the drop down list.

5. In Rules section, click Details and in the resulting pop up screen in validateRules field select the rule that you have created in step 3. Select Done and then Save the Object definition.

6. The system triggers the correct workflow when an Employee avails of a benefit , based on the benefit type selected.

7. Set the Pending Data field to Yes

Note

Upon rejection of a request, the employee can send the request again only on the same day that he/ she sent the request. In case the request cannot be resent the same day, the employee must withdraw the request and create a new one.

For example, if an employee raises a request on January 1, 2015, and the approver rejects it on the same day, then, the employee can re-send the request only on January 1, 2015. In this scenario, if the request was rejected on January 2, 2015 then the user must withdraw this request and create a new one.

Related Information

Create Benefit Exception [page 52]