Workflow settings

A workflow is how the system will handle absence requests. Within settings you have the ability to select different options for different absences regarding pay, approval and email reminders. Your absence types can be created within manage lookups. You may have more options within your workflow settings depending on your configuration, if you have any further questions support can help. 

From admin in the top menu bar, select workflow settings in the workflow section. 

Full-pay override - There may be some absences that you wish to provide a full pay override against. Simply tick the box against the applicable workflow type.  

Auto-approval - If you do not require the workflow to follow an approval route, you can set auto-approval to any of the workflows. Simply tick the box against the applicable workflow type. 

If you wish to apply full-pay override or Auto-approval to all workflows you can use the tick box at the top of the column. If you wish to sort your workflows into ascending or descending alphabetical order you can use the down arrow against type.

Reminder email - If your workflow requires approval you can set the amount of days that a reminder email goes out to a user. Using the dropdown you can pick from 2 - 5 days. A reminder will go out every x amount of days until the approval has been actioned. If you wish to resend a reminder email outside of the set days go to view sent system email messages to see how to resend.

You may also have the following columns:

Comment required - This allows you to make the comment box mandatory when an employee requests an absence. 

Show entitlement - This will show any entitlement for the absence you apply this to. When an employee requests the absence they and the manager will see the entitlement within the absence request box.

Workflow Rule - This will allow you to apply a rule, allowing only a particular group of people to raise a request against that absence type. Firstly set up the rule, then within this screen using the dropdown, you will see that rule available to choose.

When you have finished scroll down and click save.