Workflows: Approvals for Attendance, Leaves, and Expenses

Employees can raise 3 kinds of requests on TeamNest:

1. Regularisation - in case they forgot to punch-in / punch-out their attendance
2. Leaves - to apply for a leave
3. Expenses - to claim an expense

Your organisation will have a process that defines who will receive the request. It is also possible that certain requests are sent to more than one person for approval.

You can set this up using Workflows. A workflow lets you decide:

1. Who will receive the request
2. In what order should the request be received (if more than one person is receiving it)
3. If the request requires approval from everyone, or any one person in the flow

There are two types of Workflows - Sequential and Parallel.

Sequential Workflows

Let's take an example to understand Sequential Workflows. Say your organisation has a rule where a leave request requires a 2 level approval flow. The first would be a team lead, and the second would be the HR Head.

1. Go to Admin > Organisation > Workflows
2. Click + Add Approval Workflow
3. Choose Sequential for Approval Flow Type
   • Choose Hierarchical if the approval flow follows the reporting structure of the person. You can specify how many levels is the approval needed. For e.g. 3 will imply that the request needs 3 people to approve and will go up 3 levels from the requesting employee
     
     
     
     
   • Choose Specific if you would like to specify which User Roles should approve the request. You can choose more than 1. The order of flow will be the order in which the User Roles are selected
     
     
     
     
4. The Workflow is ready. You can now apply it to one or more employees via a Master Policy 

Parallel Workflow

Let's take an example to understand Parallel Workflows. Say your organisation has a rule where a leave request requires approval from 2 reporting managers. Either of them can approve the request for it to be approved

1. Go to Admin > Organisation > Workflows
2. Click + Add Approval Workflow
3. Choose Parallel for Approval Flow Type
   • Choose Confirmation By All if the request has to be approved by both reporting managers
     
     
     
   • Choose Confirmation by Anyone if the request has to be approved either one of the reporting managers
     
     
     
     
4. Select the User Roles of the two reporting managers who are involved in the approval process
5. The Workflow is ready. You can now apply it to one or more employees via a Master Policy