Add Workflow

Add Workflow

What is a Workflow?
A Workflow is an approval process that follows a specific sequence when an employee files for a request. It includes the number of approval levels and approvers that must be applied to the filed request before it is considered fully approved. 
Approval Levels and Approvers

Approval Levels
Approval Level includes the number of approvers a filed request needs to go through before it is fully approved. A Workflow may have multiple approval levels (maximum of 8 approval levels). 

Approvers
An approver is the person responsible for reviewing a filed request and decides whether it will be approved or declined. An approval level may have multiple  approvers (maximum of three approvers).
Note that when approving or declining a request, only one approver is required to take action if the level has multiple approvers. Meaning, other approvers will still be notified about the action taken by the first approver who responded to the request. The request for approval goes to the next level after being approved by the succeeding level of approvers. Each created workflow will be assigned to an employee per request type under the Employee Page.

To add a workflow:
1. From the Top Navigation Bar, click Settings > Workflow Automation.
                 
2. Click on the Add Workflow button.


3. Enter Workflow Name.


4. Select an approver depending on the number levels that you would like to add.


5. Click Submit.



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