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How to create a basic PTO workflow

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Posted on by Community Member Microsoft Employee

Hi,

I wanted to create a basic PTO workflow where manager's approval is required. Can anyone help guide me on the basic steps of setup.

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qianwang 7,151 on at

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RE: How to create a basic PTO workflow

Hi Nidhi,

You should first configure the workflow as André said, then add it to the PTO leave type.

However, the system has an OOB manager approval workflow. Does it meet your needs?
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André Arnaud de Cal... 291,431 Super User 2024 Season 2 on at

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RE: How to create a basic PTO workflow

Hi Nidhi,

You can open the workflow designer. Add a step for the approval and choose the assignment mode 'managerial hierarchy'. A stop condition should be set on manager level 1.

The next video will show you the details: www.youtube.com/watch

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