Workflow Built For You



Our workflow engine is integrated throughout the Vista HRMS product, so any action can be automated through an approval process.


Workflow Features That Make Your Job Easier


Our workflow engine is integrated throughout the Vista product, so actions can be automated through an approval process.

 

Our Workflow features were built for you because you need the ability to manage the approval processes for employee transactions, monitor transaction activity, and reroute activity when necessary. Vista Workflow provides you with tools such as:


  • Automation of your approval process by putting consistent practices in place
  • Becoming more efficient by eliminating paper approval forms
  • Routing appropriate information to participants and simplifying their ability to act on necessary changes
  • Notifications that can be received through Vista and via email notification

Approvals made easier:


  • Approvals can even be processed via mobile devices
  • Participants may be active (approval required) or passive (FYI notifications)
  • Approvers have the ability to approve, correct, or reject requests
  • Phone calls are eliminated, since employees are kept informed of their approval status

With PDS Workflow, you’ll also be able to:


  • Use a sample workflow template to easily set up a workflow on any employee change (e.g., address changes, pay-rate changes, leave requests, requisition requests)
  • Add attachments to the workflow, so participants can view them before acting on the request
  • Filter the specific data that is presented to participants to ensure privacy
  • Define conditional steps based on your specific needs (e.g., if the pay rate increase exceeds “x,” a second approval is needed)
  • Ability to reroute flows when approvers are out of the office
  • Configure more complex workflows that require a response from employees (e.g., self-service W-2 and 1095-C delivery consent, and performance appraisals)
  • Maintain historical transaction activity, with details of who approved what, which can be easily retrieved for auditing purposes
  • Use a variety of workflow reports to assist in analyzing your ROI


What Our Customers Say

“PDS was able to work with us on solutions that allowed us to automate many manual procedures. We have been extremely pleased with our entire experience with Vista. They are truly partners with us, providing us with continuity of service and genuine value.”

- Wendy Walker, SPHR, HR Director, Emergency Medicine Associates




Want to Know More about Our Workflow Offerings?

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