Understanding Activity Workflows, Templates and Categories
To help understand Activity Workflows, Templates and Categories, it might help to compare PartnerHR’s processes to your old-fashioned processes for administering your HR needs on paper.
- An Activity is a virtual piece of paper you would file in an employee or volunteer’s HR record: a Police check, a performance review, sick leave, a vacation request, etc.
- Each of those items looks different and contains different information; they are created using different templates. In PartnerHR, Templates structure how the virtual piece of paper is completed and what is on it. You need separate templates for a vacation request, sick leave, a police check, etc.
For more information on Templates, see this article.
- Activity Workflows determine how entries – those virtual pieces of paper - need to move from person to person. Who creates the vacation request? Who needs to be notified so that the request can be approved?
For more information on Activity Workflows, read this article.
- Categories are how you group Activity Workflows together. You might have a Category for Onboarding, Health & Safety, and Time-off requests. To use the Onboarding Category as an example, it might group together Activities for Reference checks, Orientation, Training, and internal processes like assigning email addresses and phone extensions.
For more information on setting up Categories, see this article.
Before you get started, it might be helpful to map out your current processes. What HR documents do you have and what are the steps to creating and completing each one before it is filed away in an employee’s HR file?
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