Workflows: Approvals for Attendance, Leaves, and Expenses

An approval workflow helps streamline and automate various HR processes that require approval from different stakeholders. The request is then automatically routed to the designated approver(s) based on predefined rules. For instance:

Leave requests might go to the immediate Reporting Manager.
Expense reimbursements might be sent to the Accounts Head.
Employee profile change requests might go through multiple levels of management.

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. Determining request recipients and their approval roles.

2. Establishing the order for request reception if multiple recipients are involved.

3. Specifying whether approval from all or any in the flow is required.
   
   

   
   Workflow types:

   Sequential Hierarchy: Linear progression through designated recipients.
   Parallel Hierarchy: Simultaneous processing by multiple recipients; approval from any suffices.

Sequential Workflows

Let's take an example to understand Sequential Hierarchy Workflow. Say your organization 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 Section> Organisation > Approval Workflows.
2. Click on 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. 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 organization 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 > Approval Workflows.
2. Click on 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 by 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.