Employees Registration Flow

The Employees Registration Flow feature in the Effort platform allows you to streamline and automate the process of creating and managing employee records. It provides a convenient way to create employees using a public link or QR code, which can be shared externally.

Key Features

  1. Employee Registration Form Design

    The Employee Registration Flow begins with a predefined form template containing fields relevant to employee creation. Through the Modify Design option, you can:

    • Add new fields to the registration form.

    • Update properties of existing fields.

    • Delete predefined fields as needed.

  2. Employee Master Management Flow

    The Employee Master Management Flow ensures that form submission fields are correctly mapped to the corresponding employee fields. Any updates or changes to the employee form require corresponding updates to the mapping to ensure accurate data synchronization.

  3. Approval Group Configuration

    The Approval Group Configuration allows the addition of employees to the employee group responsible for approving employee registrations. By default, the root employee is part of the approval group. This feature allows users to add or remove employees from the approval group, ensuring the right stakeholders are involved in the approval process.

  4. Employee Registration Approval Process

    This feature defines how employee registrations are approved. The Employee Group Based Approval process is the default setup, but it also supports Role-Based and Hierarchy-Based approval processes. The approval process can be customized by:

    • Enabling additional approval levels.

    • Configuring conditions for editing data, rejecting submissions, and reinitiating flows when data is modified after approval.

    • Assigning specific roles and permissions at each approval level.

  5. Get Shareable Link/QR Code

    The Get Shareable Link/QR Code feature provides a public link, code, or QR code that can be shared externally. These options allow external users to access the employee registration form. Once the form is completed and approved, the employee record is created. The link or QR code can be distributed to public recipients, allowing them to create employee records through a simple, streamlined process.