Employee Termination Workflow Process Example
You may find it helpful to review an example that illustrates the workflow process.
Scenario: Create a workflow that generates an email alert to all team members when an employee is terminated. The email must also include the name of the person who performed the exit interview for the terminated employee.
Step 1: Create a user initiated workflow:
- In the Navigation pane, select .
- From the Application list, select Employees.
- Click
+Add Workflow and set the columns:
Column Select Workflow Table Employee Record Workflow Type Change Description Termination - On the Workflows grid, click
to open the Conditions dialog box and set the conditions:
Column Select Column EMAllCompany.Status Operator Equals Value Terminated
Setting these columns and conditions specifies that the workflow event will fire whenever a change is made to an employee record where the employee status is saved as Terminated.
Step 2: Create the email alert action that will notify all team members when an employee is terminated.
- Select Email Alert from the Add Action list.
- On the Email Configuration dialog box, specify the users that will receive the email alert. You can select individual users, specify a particular role or even the field level for the team members who will receive the email alert.
- On the Actions grid, enter a description for the defined action.
- If necessary, include additional information in the email. In this example, the email will include the name of the team member who performed the exit interview. Click
to open the Conditions dialog box and set the additional conditions:
Column Select Column EMAllCompany.ExitInterviewer Operator Equals Value [Select the interviewer's employee record] - Save your entries.
DPS will execute this workflow event and send an email alert to the specified employees whenever the Status field for a record in the Employees hub is changed to Terminated and saved.