Introduction
Multiple levels of approval can now be set for the Leave module. This allows you to set different approval flows to follow depending on your organizational requirement. You can assign up to a maximum of 7 Approving Officers per approval flow - whether you need it set by specific employee or a group level.
Steps
Step 1: Login to your account.
Step 2: Click on , and go to
.
Step 3: Select "Approvals" tab at the top:
Step 4: From Approvals, click Leave tab. Then, click on Default Setting.
Step 5: Input the Workflow Name.
Step 6: Select the Leave Officer/s who will need to approve the leave.
Note:
Super Admin – Superuser on the account
Manager – The staff's assigned Supervisor (see User Admin)
Manager’s Manager – The assigned Supervisor of the submitter’s Supervisor
Specific User – anyone who is an Leave User
Example:
Aarav Bender is the submitter, and the Supervisor is Alia Castro. Alia Castro is Aarav Bender's Manager.
Alia Castro's Supervisor is Calvin. Calvin will be Aarav Bender's Manager’s Manager.
Step 7: To add more Approving Officers (depending on how many AOs are needed), click: .
Step 8: If you want a staff/Admin to be notified after the last approval, select the name here:
Step 9: Once done, click Apply.
Note: You can choose to whom you'd like to apply this approval setup.
will look like this:
To edit any of the WorkFlows and send reminders to the assigned Approving Officers, click the pen icon under Action.
To delete the workflow, click on the pen icon at the right top.
After that, click on icon.