Where do I create workflows?

Workflows are approval chains you can create to oversee and approve any requests to change employee information in Namely. These requests can be submitted by an employee, or by a manager on behalf of an employee. Approval chains can be configured to apply to all employees or to segmented groups, and approvers can be specific employees or selected by job title or reporting structure.

To access the Workflow Editor:

1. Click Company in the navigation bar.

2. Click Settings.

3. Under Employee Data, click Workflow Editor. 

The workflow editor displays any workflows you have created, along with the profile fields affected by the workflow and the workflow’s status.

You can edit or delete any new workflow you have created by clicking the three dots next to the workflow.