System Integration for Self-Service

Workflow is an integral part of many self-service features. Workflow management is a software approach that you can use to automate tasks, such as notifying a manager that a requisition is waiting for approval, using an email-based process flow across a network. You can use workflow to send messages and approval forms to employees as a part of the process. You can also use workflow to send an E-mail to one person or a group of people, or to escalate a message that has not been answered within a certain time frame to another employee mailbox.

Your organization can set up self-service features to automatically initiate workflow processes. The employee setup process, for example, is a workflow-based process that distributes a series of tasks, approvals, and work orders to accomplish many of the setup requirements for a new employee. Managers can use the self-service employee setup feature to authorize computer equipment, set up office space, and issue a parking permit for a new employee. After a manager initiates the employee setup process, workflow displays the progress status for each task and notifies the manager when tasks are not completed within scheduled time frames.

You can also take advantage of self-service and workflow integration when an employee address change reflects a move to a different taxing locality. You can set up a workflow process that automatically responds to the locality change and mails a notification message to the payroll department.

Some additional tasks that you can automate by using workflow include:

  • Discontinuing benefits and issuing a final check when terminating an employee.

  • Approving a requisition.

  • Changing an employee salary.

  • Initiating new employee setup.

  • Reviewing upcoming employee reviews by supervisor.

  • Processing verification-of-employment letters.

  • Approving a self-service tax form.

  • Reviewing changes in auto-deposit information.

These changes are examples of advantages that you can enjoy with the integration of self-service features and workflow:

  • Eliminating redundant data entry.

  • Managing current, accurate information across all business operations.

  • Freeing personnel from administrative details.

To prevent unauthorized access to confidential information, you can set up system security to allow users to view and change only their personal information, and information that they need for their jobs.