Introduction

Workflows are essential to automating business processes and approvals in uKnowva HRMS.

Whether it's onboarding, leave requests, or reimbursements, workflows help streamline operations by setting predefined sequences and responsibilities.

As the number of workflows grows, it's important for HR admins and other users to know how to efficiently access, review, and locate specific workflow configurations.

This article walks you through the complete process of accessing the workflow module, viewing the list of existing workflows, and searching for a specific workflow within the system.

Step 1: Accessing the Workflow Module

To begin, navigate to the left-side panel of your uKnowva instance. Locate the HR menu and click on it to expand its options.

From the drop-down, select the Workflow submenu.

Clicking on this will open the workflow interface in a new screen.

This is your main access point to all existing workflow configurations and management tools.

Step 2: Viewing the Existing Workflow List

Once the workflow interface loads, you’ll see a table view displaying all preconfigured workflows in the system.

Each row in the table represents a workflow and includes essential details such as the Title, Filename, Creation Date, and a column for Actions.

This overview allows you to get a quick sense of all available workflows, their relevance, and their implementation status.

If you want to inspect a workflow in more detail, look for the three-dot icon in the Actions column next to each workflow entry.

Clicking on this icon will reveal a small drop-down menu with additional options.

One of these is the View option.

Selecting this opens a detailed preview of the selected workflow.

This feature is especially helpful when you want to audit or understand a workflow's structure and flow logic without editing it.

Step 3: Searching for a Specific Workflow

If you are looking for a particular workflow, you don’t need to scroll through the entire list manually.

At the top of the workflow list, you’ll find a Search field accompanied by Search and Reset buttons.

To locate a specific workflow, simply enter the relevant keyword (such as the workflow title or file name) into the search box and click the Search button.

The system will instantly filter the list to display only the workflows that match the entered keyword.

If you wish to clear the filter and return to the full list of workflows, click the Reset button.

This feature is useful for quickly narrowing down options when you’re managing a large number of workflows or verifying if a specific configuration already exists.

Conclusion

That’s it!

You’ve now successfully learned how to access, view, and search for a specific workflow in uKnowva HRMS.

By following this process, you ensure that your workflow management is efficient, organised, and always in sync with your operational requirements.

Whether you’re reviewing existing workflows for audit purposes or locating one for editing, these tools make the experience seamless and intuitive.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..