Workflows are triggered automatically by their related activity in the system. However, you can also trigger a workflow manually if required from the Workflow page. This is handy in case you accidentally skip a workflow or need to start halfway through one (e.g. On-boarding a new staff member).
To Trigger a Workflow:
1. Navigate to the Automation >> Workflow.
2. Select Trigger beside the desired Workflow.
3. Enter the date you wish to start the Workflow on.
4. Select the Job and Person you wish to be the subject of the Workflow.
5. Select Trigger.