Leave Request Workflow
From Subscribe-HR Wiki Help
| Line 29: | Line 29: | ||
# Select Request. | # Select Request. | ||
# Select the Save button. | # Select the Save button. | ||
| − | # Select the '''Reminder''' TAB. | + | # Select the '''Reminder''' TAB.<br>[[File:reminder.png]]<br> |
# 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. | ||
Revision as of 03:56, 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.
- 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.
