Initiate the Employee Setup Process

After you add an employee record, you can assign setup tasks to the employee's setup record and then initiate the setup process.

Depending on how one of the processing options has been set, the entire employee setup process might require approval. Workflow will deliver an approval form for the process and wait for confirmation before it starts individual tasks that you have assigned to the employee record.

Most setup tasks are specific to the location where the employee will be working. You can select tasks from a default task list that displays setup tasks for every employee by job type and job step. You can also select tasks from a setup task list that includes all defined tasks. You can change tasks to configure the employee's setup. However, this could reinstate the process approval depending on the task specifications.

Each setup task can do one or more of these activities, depending on how the tasks have been set up:

• Run a report.

• Send an email message.

• Create a work order.

• Start a Workflow process.

Information that you enter in the tabbed area of the Employee Setup Entry form updates the Employee Setup Master table (F08710). Information that you enter in the detail area of the form updates the Employee Setup Tasks table (F08711).