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Administrator Guide
Last Updated: 2023-06-23
Concept: Auto-Manage Business Processes for a Worker

Concept: Auto-Manage Business Processes for a Worker

You can configure the
Auto-Manage Business Processes
 service step on a business process definition, enabling Workday to automatically take action on business processes based on the rules you define for the step. You can add
Auto-Manage Business Processes
 as a service step multiple times on these business processes:
  • Change Job
  • End Contingent Worker Contract
  • Request Leave of Absence
  • Termination
The
Auto-Manage Business Processes
 service step enables you to configure rules to automatically take action on:
  • Business processes that involve a worker and have remaining steps. Example: Performance review. You can either cancel the business process or advance the business process to the end. The worker must have the worker role assigned to them for the service step to manage their business processes.
  • Business process steps that await the worker’s action. Example: Approving expense reports for a direct report. You can either reassign the steps or remove the person as an assignee only if there are other assignees.
In the
Edit Tenant Setup - Business Processes
 task, you can select a user to perform automated business process actions. This enables you to configure the
Auto-Manage Business Processes
 service step on a business process definition and for the step to run successfully.
After you add the service step to the business process definition, you need to configure the rules and the action to automatically take on business processes.
Workday evaluates the rules for business processes about the person and then rules for business process steps assigned to the person. For each business process or business process step, we evaluate the automation rules in order until a rule is valid. An automation rule is valid if the criteria is met and the action can be taken on the business processes. When criteria is met but the action can't be taken, we move to the next rule.
You can't specify more than 50 automation rules in the grids.
When the
Auto-Manage Business Processes
 step takes action on a business process event or step, we display on the process history for that process or event:
  • The comment you configure for the automation rule.
  • The person you configure to perform automated business process actions.