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Finance | Project Operations, Human Resources, ...
Suggested Answer

Leave and absence flow

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Posted on by 10

Hi, I am trying to set up a Leave and absence flow in Human Resources. As the HR manager I want all leave request to come to me for approval.  I haven't got a clue how to do this, and I cant see any helpful guides on this, any ideas out there?

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  • Suggested answer
    bmitchell Profile Picture
    75 on at

    Hello,

    You can build a leave and absence workflow with an approval step that is assigned to you directly. You can access the workflow builder by going to "Human Resource Workflows". Adding +new and selecting "Leave and Absence Request". Then in the workflow when you add the approval step and set up the details for that step, the assignment can be set to you as a user. If it goes to the manager first and then you, you would need 2 steps in the approval.

    You then need to assign the new workflow to the appropriate leave types.

    Of course, you would need some sort of Administrator Security access to do this.

    Here are a couple of links:

    docs.microsoft.com/.../hr-leave-and-absence-workflow

    nocodehr.com/.../ (use this but play around with the assignment in step C)

  • CMDOWL Profile Picture
    10 on at

    Thank you for that, I was able to follow the screen shots provided, the Microsoft documentation is not very clear, but managed to get part of it working, although I couldn't get the email bit working, it works through Teams quite well, thanks for all your help

  • bmitchell Profile Picture
    75 on at

    Great, please mark as answered if you can.

    A few areas to check for the emails:

    1. Ensure you have an email temple set for the workflow (should be under basic settings in the workflow editor)

    2. Ensure you have send notifications to email turned on in your accounts personal option (settings cog top right of the application --> Workflow)

    3. Ensure your workflow email batch job is running on a re-occurring schedule.

    There are many previous threads on setting the email notifications for workflows in the forum so shouldn't be too difficult to find.

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