Title

Description

Task Title

It refers to the name of the request or process awaiting approval. It provides a clear summary of the action required, helping approvers quickly identify the task.Example- Line Manager Approval, HR Approval etc

Type of Approval

In the approval workflow, approvers can be assigned as either:

User-Based Approver

• A specific individual is designated as the approver.

• Example: HR Manager, Department Head, or Reporting Manager.

If you have selected User as the approver, you need to update the approval options:

• Who can approve? (User) – Select a specific individual from the dropdown list, which displays all employee names.

• Initiator – The user who initiated the task will be the approver.

Decide at runtime by calling API – The system will dynamically determine the approver during the workflow execution.

• Get Manager – The API will fetch the immediate manager of the employee from the Team Summary and assign them as the approver.

• Get Second-Line Manager – The API will retrieve the manager’s manager of the employee and assign them as the approver.

Group-Based Approver

• A predefined group of users can approve the request.Example: Finance Team, HR Team, or Senior Management.

If you are selecting a Group as the approver, you must first create a custom group. Follow these steps:

• Navigate to:CoreHR → Employee Data Management → Custom Group

• Create and configure the custom group by associating it with the appropriate form in the Configured For field.

• Once the configuration is complete, the custom group will be available for selection in the Group for Workflow section.

Form-Use the Dynamic Form Builder to design the required questionnaire.Link the created form to the workflow process.Refer to Page No. 102 for detailed configuration steps.Once configured, all available forms will be listed in the workflow form dropdown, allowing you to associate the appropriate form with the workflow.

Deadline(In Hours)

The approval workflow can have up to three deadline levels, ensuring timely approvals within a defined period.

Auto Approve – The application is automatically approved, and the process is closed.

Auto Reject – The application is automatically rejected, and the process is closed.

Assign to the Initiator’s Manager – The approval request is forwarded to the applied employee’s immediate manager for review and action.

Call API

• Get Manager – The API will fetch the immediate manager of the employee from the Team Summary and assign them as the approver.

• Get Second-Line Manager – The API will retrieve the manager’s manager of the employee and assign them as the approver.

Send Notification

Notifications can be configured to keep relevant users informed at different stages of the approval process:

When a Task is Assigned

• To Assigned User-The user responsible for the task receives a notification.

• To Other Users-Additional stakeholders (e.g., initiator, HR, or department head) can be notified.

When a Task is Completed

• The system sends a notification to relevant users, including the initiator and approvers, confirming task completion.