Contents of the Workflows Screen

The Workflows screen displays the following columns and actions.

Columns

Column	Description
Workflow Name	This indicates the name of the appraisal workflow.
Type	This indicates the appraisal workflow type.
Date Created	This indicates the date when the workflow was created.
Last Modified	This indicates the date when the workflow was last edited.
Modified by	This indicates the user who last edited the workflow.
Associations	This lists the associations selected in the workflow.
Auto Scheduled	This indicates if the appraisal workflow is scheduled to run automatically.
Action	This shows the action options for each workflow template.

Actions

The buttons and icons on the Workflows screen perform the following functions.

Icon	Action	Description
	Create New Workflow	Create a new workflow.
	View	View the workflow description.
	Edit	Edit the workflow record. Typically an administrator makes edits with the intention of affecting future appraisals only. An Administrator can choose to apply changes to existing appraisals, if any active appraisals are associated with the workflow. This may be necessary if an error was made, or you need to make a simple change to scheduling or dates. If you need to make major changes to active appraisals the best practice is to do a bulk close to cancel the existing launched appraisals associated with the workflow. Then after making the changes to the workflow, do a bulk re-launch. This process will generate the applicable notifications to employees and managers and ensure they have the opportunity to review the updated appraisal content and sign the new appraisal if applicable. For more information, see the Best Practices topic below.
	Copy	Copy a workflow to quickly create a new one. The screen displays the first step of the copied workflow with none of the previously selected associations chosen. As you proceed through the wizard, any options chosen on the original workflow are preselected in the copied workflow. However, no step in the wizard is linked until you have passed that step. Associations are not selected on a duplicate workflow because no two performance workflows can have the exact same associations
	Default Workflow	Select a default workflow to use if the chosen associations in the first step (Identification) do not match associations with any performance workflows. A warning will display on the screen until a default workflow is selected. Employees not defined by associations from the listed workflows are assigned the default workflow.
	Deactivated/Activated	Set the activation status of the workflow. Deactivating a workflow ensures that it is no longer available for selection when creating appraisals. This action will affect any historical data associated with appraisals that were previously created with the workflow. Historical data will remain intact. Deactivated workflows are not shown by default on the Workflows page, but can still be accessed by using the option in the filter section.
	Delete	Delete the workflow.