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Administrator Guide
Last Updated: 2023-06-23
Mass Advance Onboarding Setup Events

Mass Advance Onboarding Setup Events

  • Initiate the
    Onboarding Setup
    subprocess as part of a staffing business process.
  • Security:
    Custom Report Creation
    and
    Mass Operation Management
    domains in the System functional area.
If managers are busy, they might not complete the
Onboarding Setup
step, which means the
Onboarding
subprocess isn't initiated. You can ensure that the
Onboarding
dashboard is available for new workers in a timely manner by mass advancing incomplete
Onboarding Setup
events to completion.
  1. Access the
    Copy Standard Report to Custom Report
    task.
    Create a custom report based on the
    Onboarding Setup Events Qualified for Auto Advance
    standard report to identify the
    Onboarding Setup
    events you want to advance to completion.
  2. Access the
    Mass Operation Management
    task.
    As you complete the task, select:
    Option Description
    Mass Operation Type
    Select
    Advance Business Process
    .
    Input Report
    Select the custom report you just created.
    Run Frequency
    Select a run frequency.
  3. On the
    Mass Operation Configuration
    tab, select the
    Send to Completion
    check box to ensure that the mass operation automatically advances the
    Onboarding Setup
    events to completion.
When the mass operation successfully completes:
  • The in progress
    Onboarding Setup
    subprocesses that meet the input report criteria complete.
  • Workday initiates the next step in the parent process definition, which should be
    Onboarding
    .