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Procedure documentationConfiguring a Process as a Mass Process

 

Configure a process as a Mass Process when you want the process to affect more than one employee at a time and there is more than one agent in the process flow.

This type of process always contains a workflow.

Configuring a process with mass start capability allows you to perform the following activities:

  • You specify which roles access the process.

    Manager and HR Administrator roles each use a different employee selection screen.

  • You choose which fields in the table are read-only or editable.

  • You specify the order in which the fields are displayed in the table from left to right.

Prerequisites

  • You have created the ISR scenario (for form type Adobe Form only) and form scenario.

  • You have created the form.

  • You have created the workflow template.

  • You have created the process.

Procedure

  1. In Design Time for Processes and Forms, choose the process you wish to configure.

  2. Configure the process start.

    1. Choose the Validity Period view.

    2. Enter the dates that you want the process to be valid for in Valid From and Valid To.

    3. In Settings for Start Step, choose Enable Mass Start of Process in the dropdown list for Process Type.

    4. Choose Save.

    5. Under Start of the navigation path Validity Period Next navigation step Process Start Next navigation step Role Assignment End of the navigation path , add the relevant roles, for example, HR Administrator, who can execute this process.

      This process appears as a possible process to be executed when the user chooses Start Process for Multiple Employees in the Portal.

    6. Choose Save.

  3. Define and configure the form scenario in the process.

    1. Choose Start of the navigation path Validity Period Next navigation step Form Scenarios End of the navigation path.

    2. Enter the Form Scenario, Version, and Scenario Step you have created for this process.

    3. Define the order in which the form fields appear in the start application in the Portal.

      Choose Start of the navigation path Form Scenarios Next navigation step Fields End of the navigation path and, in the Field Sequence column, enter a sequential number in each row.

      It is recommended to display the Personnel Number as the first column and the Employee Name as the second column.

      Note Note

      To specify the sequence, you must assign the position of all fields in the table for the application.

      End of the note.

    4. Define how the system displays the fields in the start application in the Portal.

      Use the Field Attribute column to decide which fields are read-only (Output Only) and which fields are not.

      In the Portal, the Details button displays whether fields are editable or read-only.

    5. Choose Save.

    For more information, see Creating a Form Scenario.

  4. Choose Start of the navigation path Validity Period Next navigation step Workflow End of the navigation path.

    Enter the workflow template you have previously created for this process.

    For more information, see Creating a Workflow Template

  5. Choose Save.

  6. Optional setting: Permit parallel runs of process in Start of the navigation path Validity Period Next navigation step Process Start Next navigation step Frequency Restriction End of the navigation path.

    Choose Without Restrictions radio button.

    Choose Save.

    Recommendation Recommendation

    We recommend that you make this setting at least for the test and implementation phase. Otherwise you cannot start the required process for the same employee more than once when testing. During live system operations, you can undo this setting for individual processes.

    End of the recommendation.

Result

You have configured your process as a mass process and have made all required settings. You can start this process in the Portal using Start Process for Multiple Employees.