Steps: Set Up Document Generation for Absence Business Processes
You can configure Absence business processes to dynamically generate documents when users access tasks that initiate the configured business processes.
- Create a document template. You can use either the traditional text block method or Workday Docs:
- When you use the traditional text block method, generate the dynamic document. See Steps: Generate Dynamic Documents.
- When you use Workday Docs, set up Workday Docs for business processes. See Steps: Set Up Docs for Business Processes.
- Configure document generation for the Absence business process. See Configure Generated Documents.We recommend that you add:
- TheGenerate Documentaction step after theCompletionstep in the business process.
- AReview Documentsstep. When you configure the review document step, select theGenerate Documentaction step that you added.
Setup
You create a parental leave document using Workday Docs. You add the
Generate Document
action step on the Request Leave of Absence
business process, and select the parental leave document, configuring it specifically when workers request parental leave.Result
When a worker requests parental leave, the parental leave document is dynamically generated. Their manager can edit the document before it's routed to the worker for review and submission with the absence request.