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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:

  1. In the Navigation pane, select Settings > Workflow > User Initiated Workflows.
  2. On the User Initiated Workflows form, set the Area option to Employees.
  3. Below the Workflows grid, click +Add Workflow and then set the columns in the grid:
    Column Select
    Workflow Table Employee Record
    Workflow Type Change
    Description Termination
  4. Click to open the Conditions dialog box and then 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.

  1. In the Actions grid, in the Add Action list, select Email Alert.
  2. On the Email Configuration dialog box, specify the employees who will receive the email alert. You can select individual users, specify a particular role, or select the Employee fields for the team members who will receive the email alert.
  3. In the Actions grid, in the Description field, explain the purpose of the action.
  4. If necessary, include additional information in the email message. In this example, the email message 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]
  5. Save your entries.

Vantagepoint 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.