Workflow Example

Workflow A is created with the Location set to Dallas and the Organizational Entity set to Headquarters.

When a manager begins an appraisal for John Smith from Dallas Headquarters, Deltek Talent Management first searches the database for a workflow that is specifically associated with John Smith. If no workflow is found, Deltek Talent Management then continues to look for John’s job title, then the location: in this case, Dallas: and finally the organizational entity: in this case, Headquarters.

Because workflow A is associated with Dallas, it will be assigned to John Smith. Deltek Talent Management will not need to continue searching for the organizational entity. If no workflow is found, employees are automatically assigned to the workflow that is designated as the default.

When you create a workflow, clicking the Finish Later button saves the workflow in its current state to the Unfinished Workflows table.

When you edit a workflow, clicking the Save Changes button saves the revisions made to the workflow and displays the table of workflows.