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. |
| − | # After Save, select the '''Condition''' TAB. | + | # After Save, select the '''Condition''' TAB. |
# Select Absence Status (Absence) from the Add condition drop down. | # Select Absence Status (Absence) from the Add condition drop down. | ||
# Select Equals To. | # Select Equals To. | ||
# Select Request. | # Select Request. | ||
# Select the Save button. | # Select the Save button. | ||
| − | # Select the '''Reminder''' TAB. | + | # Select the '''Reminder''' TAB. |
# Select the '''Due Date Field''' as Start Date (Absence) | # Select the '''Due Date Field''' as Start Date (Absence) | ||
# Select '''Send To Employee''' as Yes, if you wish for the Employee to receive the Leave Request reminder. | # Select '''Send To Employee''' as Yes, if you wish for the Employee to receive the Leave Request reminder. | ||
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===Managers Dashboard=== | ===Managers Dashboard=== | ||
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| − | + | ||
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* '''Select the icon next to the Reminder record to respond to the Leave Request''' | * '''Select the icon next to the Reminder record to respond to the Leave Request''' | ||
* '''Select Authorise or Reject and then select Ok'''<br> | * '''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> | * ''' Select the '''Employee Absence Request''' text adjacent to the Employee to read the reminder email.<br> | ||
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===Employee Self Service Dashboard=== | ===Employee Self Service Dashboard=== | ||
[[File:employees_dash.png]]<br> | [[File:employees_dash.png]]<br> | ||
'''Employee Self Service Dashboard View''' | '''Employee Self Service Dashboard View''' | ||
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* '''Select the icon next to the Reminder record to Cancel the Leave Request''' | * '''Select the icon next to the Reminder record to Cancel the Leave Request''' | ||
| − | * '''Select Cancel and then select Ok''' | + | * '''Select Cancel and then select Ok''' |
| − | + | ||
* ''' Select the '''Absence Request''' text adjacent to the Employee to read the reminder email.<br> | * ''' Select the '''Absence Request''' text adjacent to the Employee to read the reminder email.<br> | ||
Revision as of 01:13, 4 April 2013
Contents
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.
- After Save, select the Condition TAB.
- Select Absence Status (Absence) from the Add condition drop down.
- Select Equals To.
- Select Request.
- Select the Save button.
- Select the Reminder TAB.
- Select the Due Date Field as Start Date (Absence)
- Select Send To Employee as Yes, if you wish for the Employee to receive the Leave Request reminder.
- Select Send To Employee Manager as Yes, if you wish for the Employees Manager to receive the Leave Request reminder.
- Select Send To Location Manager as Yes, if you wish for the Location Manager to receive the Leave Request reminder.
- From the Send To Users box select any users who you may also want to receive this reminder.
- 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 - From the Manager Template drop down, select the template that you wish for the Manager to receive.
- From the Employee Template drop down, select the template that you wish for the Employee to receive.
- Select the Save button.
- Select the General TAB.
- Change Active to Yes and select the Save button.
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
Employee Self Service Dashboard View
- 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.
