Approval workflows

An approval workflow sets the levels a leave request goes through, in order, and who approves at each level. Each employee is given a workflow on the employee form, and their leave requests follow it on the Leave approvals screen.

From the side menu, open General › Approval workflows.

What’s on this screen

• Search workflows… — find a workflow by name.
• New workflow — create a workflow.
• A table of workflows; click a row to edit it.

Columns

• Name — the workflow’s name, with its description underneath.
• Levels — each level in order, with its number, name, the approvers’ initials and how many approvers it has.
• Employees — how many employees use the workflow.
• Actions — Edit (pencil icon) and Delete (trash icon).

How to edit a workflow

Click the workflow’s row or the pencil icon. The workflow form opens; see Edit approval workflow.

How to delete a workflow

1. Click the trash icon on the workflow’s row.
2. Confirm in the Delete workflow window.

Caution

A workflow cannot be deleted while it has pending requests, while employees use it, or when it has approval history. Move its employees to another workflow first; a workflow with history is kept for the record.

Required permission

Approval workflows › View. Adding, editing and deleting need Approval workflows › Create, Approval workflows › Edit and Approval workflows › Delete. Supervisor accounts cannot open this screen.