Leave Request Workflow
From Subscribe-HR Wiki Help
| Line 14: | Line 14: | ||
# Search for and Select 'Employee Absence Details'. | # Search for and Select 'Employee Absence Details'. | ||
# Select the Workflow Tasks sub-folder. | # Select the Workflow Tasks sub-folder. | ||
| − | # | + | # Select the create button. |
| + | # Change Active to 'No' for now. This will ensure that workflows are not executed while we are setting up the workflow. | ||
| + | # Enter 'Leave Authorisation' into the Name field. | ||
| + | # Select the Workflow Type as 'Create New Records'. | ||
| + | # Select the Workflow Mode as 'Standard'. | ||
| + | # Select 'Yes' in the Create Task drop down. | ||
| + | # Select the Task Type as 'Request'. | ||
| + | # Select 'Leave Authorisation Form' from the Approval Form drop down. | ||
| + | # Enter a Description about the workflow. | ||
| + | # Select the Save Button | ||
Revision as of 02:18, 25 June 2010
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
- After logging into the Subscribe-HR portal, select the Development TAB.
- Select the Objects folder.
- Search for and Select 'Employee Absence Details'.
- Select the Workflow Tasks sub-folder.
- Select the create button.
- Change Active to 'No' for now. This will ensure that workflows are not executed while we are setting up the workflow.
- Enter 'Leave Authorisation' into the Name field.
- Select the Workflow Type as 'Create New Records'.
- Select the Workflow Mode as 'Standard'.
- Select 'Yes' in the Create Task drop down.
- Select the Task Type as 'Request'.
- Select 'Leave Authorisation Form' from the Approval Form drop down.
- Enter a Description about the workflow.
- Select the Save Button
