Correct Chris21 workflow processing will ensure your workflows continue to run smoothly and reduce the burden on the Fallback Manager. Two key processes that directly relate to your workflows in Chris21 are Load Position Tree (RTR) and Control Forwarding (WFF).
These processes should be scheduled so that they run every day and importantly, they should be run in the correct order. Let me explain.
Load Position Tree will rebuild the Manager’s Staff List. This is the list of employees who report to the manager and the list that the manager will see when using HR21. This is also the list of employees whose workflow requests are directed to the Manager. So, you can see that it is important that this list is kept up to date.
The staff list in HR21 will regularly need to be refreshed
What can cause the Staff List to become out of date? Any changes to Reporting Relationships (REL) will need to be ‘refreshed’ to ensure that the manager is seeing the most up to date Staff List in HR21. The Load Position Tree process provides this refresh.
The Control Forwarding process checks the Due Date on workflow requests, if the due date has passed, Control Forwarding will escalate the workflow request to the next stage in the workflow escalation process.
This will keep workflows moving as intended and at the same time reduce the number of workflows that become ‘broken’ and are directed to the Fallback Manager.
The important thing to note here is that the Load Position Tree process must be run first so that when Control Forwarding runs it will escalate workflow requests to the correct manager.
See my blog: 8 Ways to Optimise Your HR21 Workflow for more information about these processes. If you’re not sure how to schedule processes, check out this blog: Chris21 Quick Tip – How to Schedule Reports in Chris21.
Try this simple tip, it can save you much time attending to workflows that have been misdirected!