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How To Set Up A Leave Workflow

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The Leave Workflow allows you to set up a user-defined sequence of steps by which leave is processed in your organization.  The Leave Work flow starts at the Employee (request for leave) and ends at HR (final processing in the Leave module).

Work flows can be:

  1. Set up for all leave types or for a specific leave type.  
  2. Based on reporting relationships or job roles.  If the latter is used, then any employee in the specified job role can be in the approval process  these employees need not have any special privileges.
  3. Set up for all countries, departments, leave types or for a specified criteria.

Once an employee’s leave request is sent to the workflow, the workflow processor attempts to find the appropriate workflow for processing.  Once found, the employee’s leave request is then sent through the consecutive sequence of required approvals as defined in the workflow stages

Note: The Leave Workflow can only be setup by a user with System Configuration Access.          

Please consult your HRplus System Administrator for assistance if you do not have the required permission.

Navigation: System Configuration>> Workflow>> Company-Workflow Links

Click on New Company-Workflow Link and link the company(ies) to the workflow as needed. Note: Each company must be linked individually.

Flag if the link is Active or Inactive.

Once your Company-Workflow link is setup, you can navigate to Workflow Definitions to begin building the Workflow(s).

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