Your company in Workflowsoft

Your company in Workflowsoft


Like in any other process management system, the first thing you need to do in Workflowsoft is create the users who will participate in processes. Of course, you can also create the entire organizational chart with all business units and their managers.

Everything is super simple: go to Settings and select the Employees tab, where you can create an Employee or External user.

Just like the name says, external users are freelancers or employees from other companies ready to interact with you via Workflowsoft. They have the most limited visibility in the system, and can only open the tasks they are assigned to (the employee list and organizational chart are unavailable to them). This is very convenient: you register them as external users from the very beginning, and they won’t be able to see any information not intended for their eyes.

So we create an employee, fill in several mandatory fields, and ta da! The employee has been created!

Your company in Workflowsoft

Next we create some business units (this is how they are called in the system; they are also known as divisions, departments, etc.). To do this, go to the Organizational Chart tab and you will see the “Organizational chart doesn’t have business units” text, click Change and then Create business unit. Now you will create the top-level business unit you will mostly like call your organization name. Then click Create business unit and add other business units there. You can create units within units to reflect even the most complex hierarchy.

All business units have managers, which are assigned by default if they are the only employees in the business unit. Managers have crowns in the employee lists.

The main privilege of a manager is having the same task access and modification rights as their subordinates. This principle underlies the Workflowsoft access right rules.

Why do you need employees and business units? The obvious answer is they visualize the organizational chart. But there is also another benefit: it is very useful when the system knows who every employee is reporting to. When you design a business process, it is very simple to assign the task to the workflow starter’s manager or make them follow the task.

Tasks can be sorted by business units: to see all the tasks of the employees of a particular business unit, just select the business unit in the Assignee field in the Filters menu. Here you can select whether to display the tasks of this unit only, or the tasks of this unit and its subunits:

  • Tasks of a single business unit is a handy option for the manager of this business unit, as they can see and manage the tasks of their immediate subordinates
  • Tasks of all subunits helps company directors get an overview of all corporate tasks and use the reports to assess the performance of each business unit quickly.

Your company in Workflowsoft

Read more:

What You Need to Know Before Drawing a Business Process Flow Diagram

A simple and effective method to help run your company is visualising your business processes.

Why is it Important to Have Efficient Processes?

No matter the type or scale of business you run, your success depends on the efficiency of your processes.

What are Business Process Solutions?

Business is a complicated world, and to be successful in it requires a wide range of skills and expertise. Given the fast-moving business landscape we now find ourselves in, this statement has never been more accurate.

What is a Workflow?

Every aspect of your business, from sales to production and shipping to customer follow up are workflows. All of these individual workflows combine to support your brand and create your company’s reputation in the marketplace.

Machines are Fairer than People

Research on the effectiveness of algorithmic decision-making has been being carried out for many years. And all of it comes to surprisingly similar conclusions: algorithms are less biased and more accurate than the people they replace.

Less Routine, Less Costs

Is there a way to quickly and painlessly reduce the business costs? Yes, there is — and it is called automation.

Automation. Order. Profit

When top managers assess corporate profitability, they compare two figures: production costs and gross revenue. But even profit growth does not always mean an enterprise is operating efficiently.

Workflowsoft Notifies

In any workflow management system (or in any collaboration system in general), participants need to receive notifications on events they’re involved in. The request assignee should be notified about the work they need to do, and the request creator should know when the request is complete.

Your company in Workflowsoft

Like in any other process management system, the first thing you need to do in Workflowsoft is create the users who will participate in processes. Of course, you can also create the entire organizational chart with all business units and their managers.

Healthy Atmosphere and Democratic Leadership

The task of a leader is to tailor motivation to the needs and talents of each and every talented employee, including both financial and non-financial incentives.

How Automation Affects your Employees: Three Important Facts

Being engaged in your job and gaining satisfaction from it are not directly linked to salary or position. For instance, a janitor might be happier than a department director, and we can’t help but envy the former.

Serious business, serious profit!

Healthcare and medicine came in at the very top. Companies in the healthcare industry generated $36.3 billion in the U.S. (data from 380 companies).

Running Starts

Time really flies: it might feel like “startup” became the new buzzword just yesterday, but in reality, it’s already been about ten years since we started using it.

How to Get more Done and See the Bigger Picture

Working in an office means lots of crazy days where you’re extremely busy and overwhelmed with super-urgent problems, but by the evening you realize you haven’t completed anything really noteworthy or important.

Think like a client and transform your business

Everyone knows how important it is for business leaders and employees to understand their clients. Not only understanding their needs, but feeling real empathy.