Personnel Administration
Data Change Tracking
List of workflows that send emails or create tasks
Data change tracking
You can quickly and easily determine which fields are tracked when you make a change. All you have to do is adjust a process for this.
Go to Navigation Bar -> Settings -> Processes
Use the search box at the top right to search for the following process: Track Data Change - HR Management [Multilingual] - xRM1
Open this process by double-clicking
Deactivate the process and click on View next to Record fields change
Now select all fields whose change you want to track and confirm with OK
Activate the process again and Close the window
All fields you select are now monitored and written to a summary when changed. For more information about using this feature, see: Tracking Data Changes
List of workflows that send emails, create tasks or update text in fields
Please view this article on how to change the content of the email: How to customize workflows and personalize email content (or text in general)
| Name of the workflow | Trigger | Recipient |
|---|---|---|
|
Absence Approval - HR Management [Multilingual] - xRM1 |
Leave request - on activation of approval phase |
Supervisor or HR Manager, if the employee has no supervisor |
|
Activities before Leave - HR Management [EN] - xRM1 |
When a leave request >= 2 days is approved |
Requesting employee (english) |
|
Aktivitäten vor Abwesenheit - HR Management [DE] - xRM1 |
When a leave request >= 2 days is approved | Requesting employee (german) |
|
Create introduction in work certificate - HR Management [Multilingual] - xRM1 |
When a new work certificate is created, an employee is entered and the record is saved |
Textfield Introduction is prefilled |
|
Employee Data Change Approval - HR Management [EN] - xRM1 |
After an employee changed (specific) fields in the Self Service (Fields can be changed within the process) |
HR Manager as stated in the DPF of the employee |
|
Notify payment summary owner on commission calculation completion - HR Management [EN] - xRM1 |
If generation of payment summary takes longer than 30min |
Creator of payment summary |
|
Process Leave Request - HR Management [Multilingual] - xRM1 |
When a leave request is approved, rejected or canceled |
Requesting employee (german) |
|
Send Data Request Email to Employee - HR Management [Multilingual] - DI |
On demand for new employees | New employee |
|
Share Work Certificate with Rating Manager (Child Workflow) - HR Management [Multilingual] - xRM1 |
When Work Certificate rating phase is activated |
Rating Manager as stated in the work certificate process |
|
Substitute Request Substitution Subprocess - HR Management [DE] - xRM1 |
Leave request - when approval of substitution stage is activated |
Substitute entered by requesting employee (german) |
|
Substitute Request Substitution Subprocess - HR Management [EN] - xRM1 |
Leave request - when approval of substitution stage is activated |
Substitute entered by requesting employee (english) |
| Work certificate company description template - HR Management [Multilingual] - xRM1 | After a new work certificate is created and saved | Textfield Company Description is prefilled |