Leave Request Workflow

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==Leave Request Workflows Explained==
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=Leave Request Workflows Explained=
 
A Leave Request workflow will enable a powerful feature in Subscribe-HR.
 
A Leave Request workflow will enable a powerful feature in Subscribe-HR.
 
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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.
 
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.
  
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===Creating a Leave Request Workflow===
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==Creating a Leave Request Workflow==
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# After logging into the Subscribe-HR portal, select the Development TAB.
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# After logging into the Subscribe-HR portal, select the <b>Development</b> TAB.
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# Select the Objects folder.
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# Select the <b>Objects</b> Folder.
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# Search for and Select '''Employee Absence Details'''.
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# Search for and Select <b>Employee Absence Details</b>.
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# Select the Workflow Tasks sub-folder.
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# Select the <b>Workflow Tasks</b> SubFolder.
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# Select the create button.
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# Select the [Create] button.
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# Change Active to '''No''' for now. This will ensure that workflows are not executed while we are setting up the workflow.
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# Change <b>Active</b> to <b>No</b> for now. This will ensure that the workflow is not executed while we are setting up the workflow.
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# Enter '''Leave Authorisation''' into the Name field.
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# Enter <b>Leave Authorisation</b> into the <b>Name</b> field.
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# Select the Workflow Type as '''Create New Records'''.
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# Select the <b>Workflow Type</b> as <b>Create New Records</b>.
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# Select the Workflow Mode as '''Standard'''.
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# Select the <b>Workflow Mode</b> as <b>Standard</b>.
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# Select '''Yes''' in the Create Task drop down.
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# Select <b>Yes</b> in the <b>Create Task</b> drop down.
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# Select the Task Type as '''Request'''.
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# Select the <b>Task Type</b> as <b>Request</b>.
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# Select '''Leave Authorisation Form''' from the Approval Form drop down.
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# Select <b>Leave Authorisation Form (System)</b> from the <b>Approval Form</b> drop down.
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# Enter a Description about the workflow.
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# Enter a <b>Description</b> about the workflow.
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# Select the Save Button.
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# Select the [Save] Button.
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# After Save, select the '''Condition''' TAB.
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# After Save, select the <b>Condition</b> SubTAB.
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# Select Absence Status (Absence) from the Add condition drop down.
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# Select <b>Absence Status (Absence)</b> from the Add condition drop down.
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# Select Equals To.
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# Select <b>Equals To</b>.
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# Select Request.
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# Select <b>Request</b>.
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# Select the Save button.
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# Select the [Save] button.
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# Select the '''Reminder''' TAB.
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# Select the <b>Reminder</b> SubTAB.
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# Select the '''Due Date Field''' as Start Date (Absence)
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# Select the <b>Due Date Field</b> as <b>Start Date (Absence)</b>.
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# Select '''Send To Employee''' as Yes, if you wish for the Employee to receive the Leave Request reminder.
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# Select <b>Send To Employee Manager</b> as Yes, if you wish for the Employees Manager to receive the Leave Request reminder.
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# Select '''Send To Employee Manager''' as Yes, if you wish for the Employees Manager to receive the Leave Request reminder.
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# Select <b>Send To Location Manager</b> as Yes, if you wish for the Location Manager to receive the Leave Request reminder.
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# Select '''Send To Location Manager''' as Yes, if you wish for the Location Manager to receive the Leave Request reminder.
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# Select <b>Send To Managers Manager</b> as Yes, if you wish for the Employee's Manager's Manager to receive the Leave Request reminder.
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# From the '''Send To Users''' box select any users who you may also want to receive this reminder.
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# From the <b>Send To Users</b> box select any users who you may also want to receive this reminder.
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# Enter any Email Addresses who you want to receive this reminder. Email Addresses should be separated by comma.<br>Example: someone@mail.com, someoneelse@mail.com
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# From the <b>Main Template</b> drop down, select the template that you wish for the Manager to receive.
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# From the '''Manager Template''' drop down, select the template that you wish for the Manager to receive.
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# Select <b>Send To Employee</b> as Yes, if you wish for the Employee to receive the Leave Request reminder.
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# From the '''Employee Template''' drop down, select the template that you wish for the Employee to receive.
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# From the Employee <b>Template</b> drop down, select the template that you wish for the Employee to receive.
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# Select the Save button.
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# Select the [Save] button.
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# Select the General TAB.
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# Select the <b>General</b> SubTAB.
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# Change '''Active''' to Yes and select the Save button.
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# Change <b>Active</b> to <b>Yes</b> and select the [Save] button.
  
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===Managers Dashboard===
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<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
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* '''Select the icon next to the Reminder record to respond to the Leave Request'''
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* '''Select Authorise or Reject and then select Ok'''<br>
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* ''' Select the '''Employee Absence Request''' text adjacent to the Employee to read the reminder email.<br>
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==Managers Dashboard==
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* Select the icon next to the Reminder record to respond to the Leave Request
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* Select <b>Authorise</b> or <b>Reject</b> and then select [OK].
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* Select the <b>Employee Absence Request</b> text adjacent to the Employee to read the reminder email.<br>
  
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===Employee Self Service Dashboard===
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==Employee Self Service Dashboard==
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'''Employee Self Service Dashboard View'''
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* Select the icon next to the Reminder record to Cancel the Leave Request
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* '''Select the icon next to the Reminder record to Cancel the Leave Request'''
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* Select <b>Cancel</b> and then select [OK]
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* '''Select Cancel and then select Ok'''
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* Select the <b>Absence Request</b> text adjacent to the Employee to read the reminder email.<br>
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* ''' Select the '''Absence Request''' text adjacent to the Employee to read the reminder email.<br>
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<br><br>[[File:subscribehr_logo.gif]]
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[[File:subscribehr_logo.gif]]
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Revision as of 05:50, 10 April 2013

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 SubFolder.
  5. Select the [Create] button.
  6. Change Active to No for now. This will ensure that the workflow is 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 (System) from the Approval Form drop down.
  13. Enter a Description about the workflow.
  14. Select the [Save] Button.
  15. After Save, select the Condition SubTAB.
  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 SubTAB.
  21. Select the Due Date Field as Start Date (Absence).
  22. Select Send To Employee Manager as Yes, if you wish for the Employees Manager to receive the Leave Request reminder.
  23. Select Send To Location Manager as Yes, if you wish for the Location Manager to receive the Leave Request reminder.
  24. Select Send To Managers Manager as Yes, if you wish for the Employee's Manager's 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. From the Main Template drop down, select the template that you wish for the Manager to receive.
  27. Select Send To Employee as Yes, if you wish for the Employee to receive the Leave Request reminder.
  28. From the Employee Template drop down, select the template that you wish for the Employee to receive.
  29. Select the [Save] button.
  30. Select the General SubTAB.
  31. Change Active to Yes and select the [Save] button.

Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.

Managers Dashboard

  • Select the icon next to the Reminder record to respond to the Leave Request
  • Select Authorise or Reject and then select [OK].
  • Select the Employee Absence Request text adjacent to the Employee to read the reminder email.

Employee Self Service Dashboard

  • Select the icon next to the Reminder record to Cancel the Leave Request
  • Select Cancel and then select [OK]
  • Select the Absence Request text adjacent to the Employee to read the reminder email.



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