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Automated Workflows Module

The Workflows module (src/features/workflows/) provides an automated workflow engine and visual step template builder for business processes such as onboarding, terminations, department transfers, and custom approval sequences.


Routes & Components​

RouteComponentRequired PermissionsPurpose
/workflowsWorkflowsPageWORKFLOW_TEMPLATE_READWorkflows dashboard showing active instances, runs, and templates
/workflows/templates/newCreateTemplatePageWORKFLOW_TEMPLATE_READVisual drag-and-drop / node workflow template editor

Workflow Structure​

A workflow template consists of:

  1. Trigger Definition:
    • NEW_HIRE_CREATED (Automatic on employee creation)
    • EMPLOYEE_TERMINATED (Automatic on offboarding initiation)
    • TIME_OFF_REQUESTED (Custom leave approval chain)
    • MANUAL_TRIGGER (Ad-hoc run triggered by HR)
  2. Sequential Steps (src/features/workflows/components/steps/):
    • Task Assignment Step: Creates a task for a manager, IT, or HR personnel with a due date offset.
    • Document E-Sign Step: Automatically sends an NDA or contract for signature.
    • Notification Step: Sends in-app and email alerts to designated stakeholders.
    • Approval Step: Blocks execution until approved by designated role or manager.

Workflow Instances & Execution State​

Each running workflow creates a WorkflowInstance tracking step statuses (PENDING, IN_PROGRESS, COMPLETED, CANCELLED). Admins can inspect execution logs, retry failed steps, or cancel hung processes.