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Workflows module

The task of compensating sales forces typically involves the cooperation of many groups of individuals, processes, and tools in a workflow. Use the Workflows module in Varicent Incentives to create and manage your workflows.

Processes in Workflows are triggered by specific business events, rather than static times in a calendar. Processes can also initiate communications to users and relay contextual information based on the current state of the system.

For example, a report might specify compensation details for sales representatives. You can create a workflow for the approval process of the compensation details in the report. All sales representatives must approve or escalate their compensation details reports. If the report is escalated, it is sent to their regional sales manager to make corrections. After the corrections are made, the report is sent back to the sales representatives for approval.

At a high level, the following steps describe how to create a workflow:

  1. Create a workflow.

  2. Add swimlanes for each user or group of users who are involved in the workflow.

  3. Create action, alert, and process nodes, or any combination of the nodes, for each step of the workflow.

  4. Connect the nodes to create the path for the workflow.

  5. Start the workflow.

Starred workflows can be accessed by clicking on the starred panel. To mark a workflow as starred, hover on the workflow name and click on the star icon.

If there are any file attachments, they can be viewed by the administrator in the history tab of the workflow.

To find out more about workflows, see the Creating, Running, and Maintaining Workflows in Incentives course.