1. Click the WorkFlows menu.
2. Click the Create New button.
   
3. Select the Leave option and click the Create New button.
4. Click the WHEN field.
   
5. Complete the following fields:
   • When:
     • Leave a request created.
     • Leave request declined.
     • Leave request approved
6. Click the Save button.
   
7. Click the IF field.
   
8. Complete the following fields:
   • Field:
     • Approver.
     • Comments.
     • Days of leave.
     • Decliner.
     • End date.
     • Hours of leave.
     • Leave category.
     • Employee.
     • Start date.
     • Team.
   • Condition:
     • Is one of.
     • Is equal to.
     • Does not equal.
     • Is not one of.
   • Value.
9. Click the Save button.
   
10. Click the THEN field.
    
11. Click the Add Action button.
    
12. Complete the following fields:
    • Then:
      • Request approval.
        • Approver.
        • Backup approver.
      • Automatically approve.
        • Approver's name.
      • Automatically decline:
        • Decline reason.
        • Decliner.
      • Send email notification:
        • Type of recipients.
        • Subject.
        • Contents.
13. Click the Save button.
    
14. Click the Save and Publish button.
    
    

    Helpful Hint

    To add an additional step, click the  button below the last step. Also, you need to publish this workflow for it to become active.

    

1. Click the WorkFlows menu.
2. Click the Manage Workflows tab.
3. Click Leave button.
4. Click the  button for the workflow you need to publish.
5. Click the Publish button.
   

1. Click the WorkFlows menu.
2. Click the Manage Workflows tab.
3. Click Leave button.
4. Click the  button for the workflow you need to unpublish.
5. Click the Unpublish button.
   

1. Click the WorkFlows menu.
2. Click the Manage Workflows tab.
3. Click Leave button.
4. Click the  button for the workflow you need to edit.
5. Click the Edit button.
6. Edit the workflow as needed.
7. Click the Save button.
   

1. Click the WorkFlows menu.
2. Click the Manage Workflows tab.
3. Click Leave button.
4. Click the  button for the workflow you need to delete.
5. Click the Delete button.
   

The Leave WorkFlows feature lets you create a set of steps that the HR platform will take regarding leave request approvals. Each step follows the When-If-Then sequence, which is like this:

• When this happens -> If this condition is met -> Then do this.
  • "When" is the situation that will trigger the workflow.
  • "If" is the condition that decides what action should be taken.
  • "Then" is the action that the platform will take.

To visualise this better, please see the examples below. "X" and "Y" in these scenarios refer to values you can pick and enter on the HR platform.

1. When an employee submits a leave request, If the leave hours is more than "X", Then the leave request will be sent to the executive leadership team for approval.
2. When an employee submits a leave request, If the leave hours is more than "X", Then the leave request will be automatically declined.
3. When an employee submits a leave request, If the leave request comment contains "christmas", Then the leave request will be automatically approved.
4. When an employee submits a leave request, If start date is after "X" AND end date is before "Y", Then the leave request will be automatically approved.

When you click the "IF" field when creating a workflow, the "Add conditions" panel will slide out. There, you will have to fill in the following: Field, Condition, and Value.

Below those is the Add condition button, which lets you set up an additional condition to come with the first one. When you click this button, you will be asked to choose between:

• And condition - This means the platform will take action only if BOTH the original and additional conditions are met.
• Or condition - This means the platform will take action if EITHER the original or additional condition is met.

To demonstrate this, here are some examples:

And condition:

For the image below, the platform will act only if the leave request falls between 15/02/2024 and 22/02/2024 AND has a category of Annual Leave. The platform will not take the specified action in the "THEN" field if both are not met, even if one of the conditions is followed.

Or condition:

For the image below, the platform will take action if the leave request falls between 15/02/2024 and 22/02/2024 OR is filed by employee Armin Jaeger.

There just needs to be at least one condition met for the platform to act. So, the workflow will still function if two, three, or more conditions were met.

For our example, this means the workflow will act if the leave request falls between the date range provided, even if a different employee filed it. The platform will also function if employee Armin Jaeger filed the request, even if the request falls outside the date range provided.