Leave Request Workflow
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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.
