Leave Request Workflow
From Subscribe-HR Wiki Help
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# Select 'Leave Authorisation Form' from the Approval Form drop down. | # Select 'Leave Authorisation Form' from the Approval Form drop down. | ||
# Enter a Description about the workflow. | # Enter a Description about the workflow. | ||
| − | # Select the Save Button | + | # Select the Save Button. |
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| + | [[File:leave_workflow.png]] | ||
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Revision as of 02:20, 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.
