Workflow

COMPAS introduces a workflow capability that automatically routes transactions for review and approval before they are considered final. CORE users are already familiar with this security and workflow process, but for those new to COMPAS, the concept is likely new. 

What is Workflow?

Workflow in COMPAS is the automated process that routes submitted transactions to designated approvers based on pre-defined approval rules (see Workflow Approval Roles below). These rules determine which users or roles must review and approve a transaction before it is finalized.

How will Workflow Operate?

Similar to CORE, all transactions in COMPAS will require one level of review and approval. Workflow is initiated when a user validates and submits a transaction. While a transaction is in workflow, it remains in the Pending phase. Once required approvals are complete, the transaction moves to the Final phase.

Workflow Approval Process

COMPAS is configured to prevent users from approving their own transactions. Like Business and Security Roles, entities will be able to designate users or groups of users who are allowed to approve transactions. The Approver is only allowed to review and comment on the transaction; no edits can be made.

Approvers will use centralized worklists to view transactions awaiting their review. After reviewing a transaction, they can either approve or reject it. Approved transactions will move into the Final phase. Rejected transactions will be routed back to the submitter for correction. If the Approver rejects the transaction, comments must be entered. Rejected transactions will move back to the Draft phase with a Rejected status.

Workflow Approval Rules

Workflow approval is designed to be flexible and is allowed by transaction:

• Additional Employee Attributes

• Employee Address

• Employee Attributes

• Department Specific Data

• Employee Information Change Form

• Employee Emergency Contact

• Employee Status Maintenance

• Labor Cost Reallocation Request

• HR User Maintenance

• Labor Distribution Profile Maintenance

• Miscellaneous Deductions

• Net Pay Distribution

• Overload Payment Generator

• One-Time Deduction

• One-Time Payment

• Position Authorization Maintenance

• Pending Deductions

• Pending Payments

• Position Status Maintenance

• Time Sheet Adjustment

• Federal Tax Form

• State Tax Form