Workflow and Signatures in the Solutions365 HR&ERP System

What Are Workflow and Signatures in Solutions365?

This module allows organizations to design custom workflows tailored to various types of documents and requests. Multi-stage signatures can be configured with precise role assignments for each stage, facilitating official approvals without complexity or delays.

The system also enables direct linking of workflows to outgoing documents, with real-time tracking from submission to approval or rejection.

Flexible Signature Paths & Automated Procedures

Role Assignment and Document Linking

Approval tasks can be assigned to different users according to the organizational structure, with the option to set mandatory or conditional signatures. Once signing is completed, the document is automatically uploaded and linked to the relevant employee’s file, with its type and classification clearly defined.

Instant Archiving After Approval

Once the signature sequence is complete, the system automatically archives the document in the database. It is stored in the archived records, enabling relevant departments to access it later without manual procedures.

Advanced Tools for Monitoring and Control

Centralized Signature Tracking

The system provides a central monitoring dashboard that displays all pending, approved, or rejected requests and signatures in real time. This improves responsiveness and gives managers instant decision-making capabilities.

Handling Rejections and Objections

If a signature is rejected, the system logs the reason and can redirect the workflow to an alternative party or initiate a new review process. This feature adds high flexibility and avoids administrative delays.

Smart Notifications and Accurate Compliance

The system allows customization of instant alerts for all users involved in each signature phase, preventing implementation delays. Additionally, the automated verification and review feature reduces human error, improving accuracy and regulatory compliance.

Some low-cost requests can even be set for automatic approval, based on predefined conditions within the system.

Complete Activity Log

The system records every step taken within the workflow and signature process in a detailed time-stamped log. This includes all actions, edits, and decisions, providing full transparency and a reliable reference for auditing whenever necessary.

Workflow and Signatures in the Solutions365 HR&ERP System