Workflow Example

Suppose a workflow process is set up to automate the collection of information for the HESA return. A process started in the workbench could be used to find every employee for whom a HESA return was required and print a form of the current details held about them in a pdf format. This could then be sent to the employee as an attachment to an email requesting them to check the details, make any alterations and return the form. If form was not received back within a certain time limit, a reminder email could be sent to the employee. Again, if there was still no response a reminder could be sent to their line manager and so on … (NB It is also possible to extract the information back from the returned pdf form straight into the HESA database reducing the need to key in data).

Workflow Example