Set Up Action Item Workflow

Action Item Workflow allows you to route submitted action items to managers and timecard approvers for review.

Workflow is established at the Action Item template level but can be overridden for each action item as needed.
  1. Select Employee Tools > Action Items.
  2. Select an Action Item template. For help creating templates, see Manage Action Item Templates.
  3. Select the Workflow button to show routing options for the template.
    The Action Item Workflow pop-up window opens.
  4. Select the Enable Workflow For This Template check box.
  5. To notify timecard managers when their employees submit action items based on this template, select Route to Manager?
  6. To notify a specific group of users when employees submit action items based on this template, select that Employee Group from the User Group to Route To dropdown field.
Action Item reviewers receive an email notifying them that an item has been submitted. Only one reviewer is required to finalize the item. This reviewer's name displays in the Reviewed By column on the Action Items dashboard.