System Configurations (Workflow)

System Configurations (Workflow)


‌Workflow

System Configurations>>System Configurations>>Workflow

For more details on how to setup the leave workflow, click on the link below:

Leave Workflow

‌How do I use the Leave Workflow?



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.

    How it works:

    • 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.

If a Workflow is not used, then the leave process is as follows:

  1. Employee sends leave request;

  2. HR (employees with HR access) views Leave Requests via Benefits>>Leave>>Leave Transactions>>Self Service Leave Requests.

  3. HR updates the HRplus database (with the leave request) by clicking the Update HR button. The updated leave request is accessed via Benefits>>Leave>>Leave Transactions.

  4. HR posts the leave request (Benefits>>Leave>>Leave Transactions) and the system updates the employee’s leave entitlements (Benefits>>Leave>>View Leave Entitlements).


‌Leave Workflow



    • Related Articles

    • System Configurations

      System Configurations Overview System Configurations>>System Configurations The options under the System Configurations menu are items that need to be set up/ defined prior to using certain modules or features of HRplus. System Configurations Menu ...

    • System Configurations (‌Introduction and Key Concepts and Module Updates)

      ‌Introduction and Key Concepts  System Configurations>>System Configurations ‌System Configurations Overview The options under the System Configurations menu are items that need to be set up/ defined prior to using certain modules or features of ...

    • System Configurations (‌Company Parameters)

      ‌Company Parameters  Navigation: System Configurations>>Company Parameters ‌What are company parameters? The options under Company Parameters refer to the main company in the database. ‌Company Parameters  Navigation: 1. System Configurations >> ...

    • System Configurations (Company Import)

      ‌Company Import  System Configurations>>Company Imports ‌What are the Company Import screens used for? Company Imports The screens in the Company Import are primarily used to Import data to HRplus from spreadsheets. These spreadsheets are specially ...

    • Leave (Workflow)

      ‌Leave Workflow System Configuration>>Workflow>>Company-Workflow Links ‌How To Set Up A Leave Workflow Company-Workflow Links The Leave Workflow allows you to set up a user-defined sequence of steps by which leave is processed in your organization. ...