We understand that you have many processes running and would like a clear overview of them. This article explains how HoorayHR provides you with an overview and ensures that tasks are completed.
Overview for administrators and team leaders
To view an overview of all workflows, click on ‘Workflows’ in the menu. Here, you will first see a total overview by category: how many templates you have set up, how many active workflows there are, and how many are overdue. Clicking on a category will then provide you with an overview of the progress of those workflows.
From here, you can easily search, filter, and sort:
Search by employee name, workflow name, or employee ID.
Filter by team, category, label, or employee, among others.
Sort by upcoming deadline, progress, date added, and more.
If you want to modify multiple workflows at once, for example, if you’ve prepared several workflows as drafts and now want to activate them, use the bulk selector to activate the workflows simultaneously. You can also bulk-edit the employee or category of the workflows.
Tip: Organise similar processes using labels. You can then filter by these labels and easily see the progress of workflows, especially if these processes are divided into multiple sections.
Workflows in the digital personnel file
When navigating to an employee’s digital personnel file, you can immediately see which workflows are active for that employee. From here, you can also start a new workflow, with the employee already preselected.
A more detailed overview is available under the ‘Workflows’ tab in the personnel file. Here, you’ll find an overview of:
Employee’s workflows: All workflows where the colleague is set as the ‘employee’.
Other workflows: All workflows where the colleague has one or more tasks.
Pending tasks on the dashboard
All employees with tasks in a workflow can see them in their dashboard under the ‘Tasks’ tab.
Tasks without a deadline or with a deadline within seven days are shown in the ‘Upcoming’ tab. This draws extra attention to tasks that need to be done now.
Notifications
HoorayHR sends smart notifications to inform and remind colleagues responsible for a task.
Insight into who and when tasks were completed
Sometimes it’s helpful to know who completed a task and when. Hovering over the checkmark with your mouse will display this information. If a task is unchecked again, you’ll also see who performed this action and when.
Only colleagues with editing rights within the workflow can view this information.
Note: This feature will be active from February 2025. For all tasks checked off before that, it won’t be possible to see who completed them or when.
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