1. Log in to Employment Hero.
2. Click the WorkFlows option on the left-hand side menu.
3. Click on the Browse Templates tab.
4. Select the Forms option.
5. On your chosen form, click on Quick setup.
6. Under Who does this apply to, select from the following: All employees, Groups, Primary cost centre, Location, Employing entities, Employment type, Job title, Employee start date, or Contract type.
7. Under Form is one of, choose from your organization's forms.
8. Under Approval flow type, select:
   • All approvers must approve (sequential)
   • All approvers must approve (parallel)
   • Any approver can approve
9. Under Approver type, select: Primary manager, Secondary manager, Your chosen team, or Your chosen direct employee.
10. Under Backup approvers, select: Assign a backup for each, Use a single backup, or No backup required.
11. Click on Quick set up and publish.

1. Log in to Employment Hero.
2. Click the WorkFlows option on the left-hand side menu.
3. Click the Create New button.
4. Select the Forms option and click Create New.
5. Click the WHEN this happens field. Complete the field: When: Form submitted. Click Save.
6. Click the IF these conditions are met field. Complete the fields and click Save.
7. Click the THEN do this field. Choose among the following actions:
   • Request Approval:
     • Approval Flow Type: Sequential, Parallel, or Any.
     • Primary Approvers: Click Add approver for each.
     • Backup Approvers: Select assignment type.
8. Click Save and then Save and Publish.

To Publish:

1. Click WorkFlows Manage Workflows tab Forms.
2. Click the button for the workflow and select Publish.

To Unpublish:

1. Click WorkFlows Manage Workflows tab Forms.
2. Click the button for the workflow and select Unpublish.

1. Navigate to WorkFlows Manage Workflows Forms.
2. Select the workflow and click Edit or Delete.
3. If editing, modify as needed and click Save.

Each step follows the When-If-Then sequence:

• When: The situation that will trigger the workflow.
• If: The condition that decides what action should be taken.
• Then: The action that the platform will take.

Expense Claim Examples:

• When an employee submits an expense claim request, If the expense claim amount is more than "X", Then the request will be sent to the executive leadership team for approval.
• When an employee submits an expense claim request, If the expense claim category is "X", Then the request will be automatically declined.
• When an employee submits an expense claim request, If the expense claim currency is "X", Then the request will be automatically approved.
• When an employee submits an expense claim request, If purchase start date is after "X" AND end date is before "Y", Then the request will be automatically approved.

No, the When-If-Then sequence cannot be changed. An IF field must always come before a THEN field.

You cannot perform a THEN action and then have the workflow re-evaluate new IF conditions as part of the same workflow run. You will need to split these into separate workflows.

When you click the "IF" field, the "Add conditions" panel will slide out. You must fill in: Field, Condition, and Value.

The Add condition button lets you choose between:

• And condition: The platform will take action only if BOTH the original and additional conditions are met. 
  Example: The platform acts only if the expense claim amount is over 5,000 AND has a category of Miscellaneous.
• Or condition: The platform will take action if EITHER the original or additional condition is met. 
  Example: The platform acts if the expense claim amount is over 5,000 OR has a category of Meal Allowance. The workflow functions if one, two, or more conditions are met.