In Buk, there are six types of workflow templates, each designed to manage specific processes within the platform. Choosing the right type allows you to automate tasks, collect information, or manage changes efficiently according to your organization’s needs.

Step by step

1. Go toAdministrative > Workflow > Templates
2. SelectCreate Template > Create from scratch.
3. Choose theworkflow typethat best fits your process, according to the available options.

Template types and use cases

• Flexible
  Create internal approval or notification flows that do not modify employee data, but allow you toautomatically generate, assign, or request items within the platform, such as documents, courses, surveys, assets, or pending tasks.
  Workflows of theFlexibletype are also the basis for configuringautomations, as only these can be triggered automatically.

  Examples of use: generate documents, assign courses, send surveys, request assets, or automatically create pending tasks.
  Important:Only one action can be associated per flexible template (e.g., it is not possible to condition documents by contract type or send attachments by email).

  📌 To learn how to configure automations based on flexible workflows, review theAutomation Manual - Configuration and Use.

• Onboarding
  Register a new employee on the platform. The flow generates the employee’s record.
  Example of use:Onboard a new employee, automatically generating their record and sending instructions to create their Buk access.

• Offboarding
  Manages the end of the employment relationship. Once completed, the employee’s record is deactivated. It must be clearly defined who can initiate these types of requests.
  Example of use:Formalize the departure of an employee by deactivating their record and notifying the relevant departments.

• Change
  Allows you to modify an employee’s work data (such as salary, position, department, etc.). Once the flow is completed, the changes are automatically applied to their record.
  Example of use:Change an employee’s position after a promotion or update their salary.

• Recruitment
  Initiates a selection process based on a request. Once completed, a recruitment process is created.
  Example of use:When a department needs to request the hiring of a new employee and approval is required before starting recruitment.
  Requires the Selection module.

• Pre-Onboarding
  Collects preliminary information from the future employee through a form before their onboarding. It is important to correctly define the fields that the applicant must complete.
  Example of use:Request personal, banking, or documentation information before the first day of work.
  Requires the Onboarding module.

Considerations or Limitations

• The availability of template types depends on the modules contracted by your company (for example, Recruitment requires Selection and Pre-Onboarding requires Onboarding).
• Only Flexible templates can be configured for Automations.

🤖 This article was translated using artificial intelligence. View original article.