When you make changes to workflows, forms, or processes in SelectHR, it’s important to understand how and where they’re used to avoid any unintended consequences.
Before making updates, you need to locate the relevant items, review their configurations, and ensure all connected areas are updated appropriately. To do this, follow the steps in the relevant section below.
Forms
Log into the Admin Tool, then click Forms.
Double-click the form then expand Usage.
Note the listed items then return to the Admin Tool homepage.
Make the necessary changes.
Workflows
Log into the Admin Tool then click Workflow Configuration.
Click the relevant workflow then click Edit the selected workflow.
Expand Usage then note the listed items.
Return to the Admin Tool homepage then make the necessary changes.
Processes
Log into the Admin Tool then click Processes.
Double-click the relevant process then expand Usage.
Note the menu sets and workflows.
Return to the Admin Tool homepage.
Make the necessary changes.