Add and Remove Employee Associations

Follow these steps to add or remove employee associations from a workflow.

To add and remove Employee associations:

1. On the Identification step on the Workflow screen in the Associations section, click Select Employees.

   A modal window opens to create filters to search for internal users.

2. Click Search Filter to expand the view for search filters, and click Search to display the results in a table.

   The available search filters include:

   • Name

   • Organizational Unit

   • Job Family

   • Job Title

   • Location Group

   • Location

   • Job Role

   • Manager

3. Click in the Actions column to add an individual employee.

   You can also select multiple employees at once by selecting the check box next to each employee that you want to add.

4. Click Add All Selected. The names are added to the Current Selection table.
5. Click to remove employees from the table.
6. When done selecting employees, click Confirm Selection.
7. Click Next to move to Step 2 of the create workflow process.