Identify the Workflow

Enter details like name, workflow type and description.

To identify the workflow:

1. Complete the following fields:

   Field	Field Description
   Workflow Name	Enter the name of workflow. This is a required field for the Identification step. The value that you enter here is displayed to a manager when performance workflow options are shown. It is recommended that you select a name that clearly identifies the workflow with the appraisal you are designing: for example, if the appraisal is designed specifically for accounting clerks, you might name the workflow, Accounting Clerks Appraisal. Because performance workflows can be submitted to participants outside of an employee’s working area or outside of the corporation, labeling the workflow appropriately assists the manager in knowing which workflow he or she should use.
   Workflow Type	Select the type of workflow being created. Typically there are three types of workflow: 90 Day Review, Annual Appraisal, and Goals. However, the administrator has the ability to add more types through the drop-down and the multi-select lists.
   Description	Provide more information about the workflow and the employees for which it is intended in this field. As with DHTML editors throughout the application, style and editing options such as bold text and bullets, as well as copy and paste functions are enabled once the user clicks this field.
   Associations	Select from the organizational hierarchy. The selections you make here determine which employees are matched with which performance workflow. Associations include: Company/Division Location Group Location Job Family Job Role Job Classification Salary Grade Job Title Employees

2. Go to the Associations section.