Best Practice: Standard Approval Workflow

 

Workflow_Hub.pngThis article focuses on workflows. You can start to create and monitor all yourworkflows from the Workflow Hub.

In this article, we show you examples of the most common approval workflows.

 

Best Practice 1: Single Approval Step (Supervisor)

Single approval step via the supervisor.

Approval-Approvalstep-Supervisor_en-us.png

The employee's supervisor can approve the request. If no supervisor has been entered in the employee profile, the request is approved automatically. For example, any requests for the absence type Paid vacation must be approved by the supervisor.

 

Best Practice 2: Single Approval Step (Specific Employee)

One single approval step via a specific employee.

Approval-Approvalstep-Employee_en-us.png

All requests are received by a particular employee, "John Doe," who can approve them. This process could be applicable, for example, if all absences of the type Business travel have to be approved by John Doe.

Note that this approval workflow has to be updated if John Doe leaves the company, as otherwise, all requests will be approved automatically.

 

Best Practice 3: Single Approval Workflow (Employee Role)

A single approval workflow via an employee role.

Approval-Approvalstep-Employeerole_en-us.png

The approval workflow is initiated with all employees who are in the selected employee role. Once an employee in that role has approved the request, it no longer appears for the others; approval by one employee in that role is sufficient. This could, for example, be used for the absence type Parental leave.

 

Best Practice 4: Two-Step Approval Workflow (Supervisor & Employee Role)

A two-step approval workflow via the supervisor, followed by an employee in a certain role.

Approval-Approvalsteps-Supervisorandrole_en-us.png

The recorded supervisor receives the request first. Once they have approved it, it will appear for all employees in the HR Manager role. Approval through one employee in that role is sufficient.

This workflow could be suitable for the absence type Sickness to facilitate any medical certificates first being submitted to the supervisor and then, as a second step, forwarded to the HR Manager. The article on Setting up Approval Workflows for Sick leave and Medical Certificates provides an overview of this workflow.

 

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