Configurations🡪 New Approval Process
Approval processes are fundamental components of the leave module workflow, ensuring that leave requests undergo proper review and authorization before being finalized.
This interface serves as a centralized hub for managing and monitoring these approval processes.
Below is an overview of the key elements involved in setting up a new approval process within the leave module:
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Subject: This field specifies the nature of the leave request requiring approval. It could encompass various types of leave, such as annual leave, sick leave, maternity/paternity leave, or other types of time-off requests. Defining the subject helps identify the specific leave category undergoing the approval process.
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Related: Here, administrators can select from a list of available leave types for which the approval process is being established. Once a leave request of the selected type is initiated, the subsequent approval workflow is triggered accordingly.
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Departments: This section provides a list of all departments within the organisation. Each department may have its own unique leave policies or approval hierarchies. By associating departments with specific approval processes, the system ensures that leave requests from employees in each department follow the appropriate approval pathway tailored to their organisational structure.
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Role: This section provides a list of all roles within the organisation. Each role may have its own unique leave policies or approval hierarchies.
By associating roles with specific approval processes, the system ensures that leave requests from employees of that specific role will follow the appropriate approval process.
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Notification Recipient: This field determines who should receive notifications whenever a request is initiated.
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Maximum Number of Days to Sign: This field sets a time limit for each approval step.
It defines the maximum number of days within which an approver should review and make a decision.
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Choose When Approving: This feature will allow you to select the approver at the time of initiating the leave request. Checking this option will hide the below approval process (below fields).
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Approver: This is the individual who holds the authority to grant or deny approval at a particular stage of the process. The approver might be a higher-ranking individual or a designated person with the necessary expertise to evaluate the request. Further, you may add multiple approvers if required.
Figure 1 New approval process