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Managing the Employee Lifecycle

Workup allows you to manage the full employee lifecycle of all employees within your company. This is primarily managed through events; events are based on customisable Event Types which can be defined for lifecycle events for an employee; these can include events such as New Starter, Leaver, Promotion, Appraisal, Role Change etc. You can define these types of event and any workflow associated with the event type.

Create Event Types​

Event Types can be listed, created and edited from the People-Event Types page. Click the Create New button to add a new Event Type. The key fields required when creating an event type are:

  • Event Name: a unique name for this event type
  • Category: assign to category allowing events to be grouped and filtered by category
  • Has Documents: indicates whether documents can be stored against this event type and related events
  • Related Checklist: link to a checklist that defines a set of tasks required for this event type.
  • Visibility: list a set of roles to control which users can see events of this type
  • Employee Fields: list which Employee fields can be updated as part of the event, eg Job Title.

Once an Event Type has been saved, you can add any document templates to the event type.

Creating a Lifecycle Event​

Lifecycle events for an employee are created on the Events tab on the Employee page. This page is only available to managers and administrators.

Press the Add Event button to bring up the Add Event dialog. This allows the basic fields for the event to be entered. The key fields on the Add Event dialog are:

  • Event Type: select the appropriate event type, this cannot be changed later
  • Event Date: the date that the event will apply
  • Title: a descriptive title for this specific event

This will then create a lifecycle event which is listed on the Events tab.

Viewing and Updating Lifecycle Events​

More details can be added to the event by editing it. If the event type is associated with a workflow checklist, this will be created and shown on the Event page; a list of tasks will be shown which can be assigned, updated or completed.

The key parts of the Employee Event page are:

  • Show In History: this event will be shown on the employee profile page as part of their job history.
  • Tasks: this tab shows a list of tasks from the checklist associated with this event. Tasks can be assigned, updated or completed here.
  • Documents: documents associated with this event can be uploaded and viewed here