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In addition to the powerful modules and core features,
People-Trak provides a variety of productivity tools that
enable you to accomplish daily tasks quickly and more efficiently
and to improve your visibility within the organization
| Workflows |
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The workflow feature in People-Trak allows you to create concise and task specific data entry screens called workflows. The workflows are aptly named because you develop them to reflect how the work or information actually flows through your organization. Well-designed workflows can even emulate the various forms that circulate through your organization. When data entry workflows match the forms, data entry is faster, more efficient, and less prone to error. It also makes it quite easy to utilize outside labor since a data entry clerk need only understand the specific workflow and not the entire product.
You can create up to six different workflows in each module. Once created and activated, workflows become menu options on the Activities Menu. The name on the menu is the name you give to the workflow. Workflows function like other menu options in that they can be secured using the Menu Security feature or scheduled using the Scheduler feature.
People-Trak provides a very large number of fields to track the information for employees, applicants, positions, COBRA recipients, and OSHA incidents. In each module, these fields have been arranged into screens that are based on a general category of the information. For example, personal fields have been grouped on the “Personal” screen, status fields have been grouped on the “Status” screen, compensation fields have been grouped on the “Compensation” screen, etc.
These groupings, though logical, do not necessarily reflect the way in which you work or the way in which work flows through your organization. For example, to perform a standard new hire process or termination, you must enter information on a number of different screens. It would be a lot simpler if a screen could be dedicated to the new hire or termination process. This is what the workflow feature can do.
You can create up to six different workflows in each module. Once created and activated, workflows become menu options on the Activities Menu. The name on the menu is the name you give to the workflow. Workflows function like other menu options in that they can be secured using the Menu Security feature or scheduled using the Scheduler feature.
The workflow feature in People-Trak takes advantage of the “parameter driven” design of People-Trak. When you place a field on a workflow it takes on all of the data entry attributes that apply to that field when it appears in its regular place on the pre-designed screens. If the field is a date field, it will be supported by the Calendar popup. If the field is supported by a table, it will be supported by the same table in the workflow. The same applies for the formatting, casing, length, and other attributes of the field.
The workflow screens respond to field customization exactly like the primary data entry screens. If you change a field name or support data or other attribute, that change is immediately reflected in any workflow that uses that field.
Workflows are not designed to replace the regular data entry screens, but to supplement them. Workflows can contain up to 28 different fields from any of the various screens from within the module. When you specify the field, you can also specify a modifier to indicate which row in a grid-based screen the field is to be inserted into.
Workflows can be used to add new records from scratch or to modify existing information. They are powerful and flexible. Workflows are not permanent. If you create a workflow and it later needs to change, you can modify the workflow to meet your evolving needs.
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