Functionality : Leave Workflow Leave Workflow is a systematic process designed to handle and streamline the approval of leave applications submitted by employees. The workflow allows for the definition of approvers at various levels, ensuring a structured and efficient approval process.
Accessibility : Admin Role Only
Process to assign the Workflow to employees:
At the time of employee joining after leave Structure is attached, workflow need to assign by following the below process.
Path: Home>>Configuration>>Workflows>> Attach Workflow to Employees
Select the Workflow as Leave application and select the required workflow category from the dropdown menu of configured workflow categories like Leave structure, leave head, Location etc. and enter the effective date from which the workflow has to be assigned and click to show list of employees.
Select the check box next to the employee to whom to attach the workflow or select all for all employees and click to attach the workflow. Click to delete the assigned workflow.
Note: System will not allow the employee to apply for leave in Category level workflow if the Workflow is not attached to the employee.
Functionality: Attendance Workflow-Attendance Workflow is a systematic process designed to manage the approval of attendance records for employees. Similar to the Leave Workflow, the Attendance Workflow defines approvers at various levels, ensuring a structured and efficient approval process.
Accessibility : Admin Role Only
Process Assign the Workflow to employees:
At the time of employee joining after attaching the attendance group and roster, workflow need to assign by following the below process.
Path: Home>>Configuration>>Workflows>> Attach Workflow to Employees
Select the Workflow as Attendance Regularization and select the required workflow category from the dropdown menu of configured workflow categories like Attendance group, Designation, Department etc. and enter the effective date from which the workflow has to be assigned and click to show list of employees.
Select the check box next to the employee to whom to attach the workflow or select all for all employees and click to attach the workflow. Click to delete the assigned workflow.
Note: System will not allow the employee to apply for Attendance regularization in Category level workflow, if the Workflow is not attached to the employee.
