Workflow & Approval in CORE Payroll

CORE Payroll 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 CORE Payroll, the concept is likely new. 

What is Workflow?

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

How will Workflow Operate?

Similar to CORE, most transactions in CORE Payroll 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

CORE Payroll 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. Rejected transactions will move back to the Draft phase with a Rejected status.

Workflow Approval Rules