Workflows allow you to specify a list of approvers that need to sign off on rewards before they are issued. This allows admins to add an extra layer of control and oversight to ensure that rewards are issued according to plan.
Create a workflow
Workflows are created from the company settings page. Navigate there and click on the Workflows link:
From there, you can create a new workflow. Give it a name that describes its purpose and/or use case, then add any number of approvers to designate who needs to sign off whenever a reward is run through this workflow:
Implement a workflow
Once you've created a workflow, you can implement it in a couple of ways.
Program workflow
Workflows can be applied to a reward program at the program level. When this setting is applied, all rewards issued from the program will trigger the selected workflow, and all designated approvers must sign off before the rewards will be paid out.
Reward-type workflow
Workflows can also be applied to individual reward types. This allows you to create different types of rewards that can be issued from the program, and designate separate workflows for each type.
Execute a workflow
With a workflow applied to either a program or a reward type, the workflow execution will be triggered whenever an applicable reward is issued. The newly issued reward(s) will show up in the rewards list with a status of "pending approval."
All approvers will get an email notification letting them know that their approval is needed before the rewards can be paid out:
Approvers will also see a notification badge within Worklyfe. If they are in the admin module, the badge will be visible in the bottom left of the screen:
If they are in the My Worklyfe module, they will have a notification in their notifications center in the top right of the page:
Clicking on the notification from either location will take them to the approvals portal, where they will see a list of rewards that need their approval. From there, they simply need to review the items and approve or deny them:
Once all approvers sign off on the rewards, payment will be issued to the recipient. If any items are denied, an email will be sent to the company's admin email account with a summary of the reward that was denied.