Leave Request Workflow

Leave Request Workflows Explained

A Leave Request workflow will enable a powerful feature in Subscribe-HR.
When an Employee submits a Leave Request the relevant person (presumably a manager of the Employee) is notified via a workflow email and the request will appear in the person(s) My Team's Tasks & Reminders panel on the Dashboard. Managers can then approve the Leave Request, and the Employee can see this approval and cancel this request at anytime before the event occurs.

Creating a Leave Request Workflow

1. After logging into the Subscribe-HR portal, select the Development TAB.
2. Select the Objects folder.
3. Search for and Select Employee Absence Details.
4. Select the Workflow Tasks sub-folder.
5. Select the create button.
6. Change Active to No for now. This will ensure that workflows are not executed while we are setting up the workflow.
7. Enter Leave Authorisation into the Name field.
8. Select the Workflow Type as Create New Records.
9. Select the Workflow Mode as Standard.
10. Select Yes in the Create Task drop down.
11. Select the Task Type as Request.
12. Select Leave Authorisation Form from the Approval Form drop down.
13. Enter a Description about the workflow.
14. Select the Save Button.
    
15. After Save, select the Condition TAB.
16. Select Absence Status (Absence) from the Add condition drop down.
17. Select Equals To.
18. Select Request.
19. Select the Save button.
20. Select the Reminder TAB.
21. Select the Due Date Field as Start Date (Absence)
22. Select Send To Employee as Yes, if you wish for the Employee to receive the Leave Request reminder.
23. Select Send To Employee Manager as Yes, if you wish for the Employees Manager to receive the Leave Request reminder.
24. Select Send To Location Manager as Yes, if you wish for the Location Manager to receive the Leave Request reminder.
25. From the Send To Users box select any users who you may also want to receive this reminder.
26. Enter any Email Addresses who you want to receive this reminder. Email Addresses should be separated by comma.
    Example: someone@mail.com, someoneelse@mail.com
27. From the Manager Template drop down, select the template that you wish for the Manager to receive.
28. From the Employee Template drop down, select the template that you wish for the Employee to receive.
29. Select the Save button.