Access Workflow Builder

• From the Main Menu, navigate to Workflow and select Workflow Builder.

• Click Add to create a new workflow.

Define Basic Details

• Enter a suitable name for the workflow (e.g., "Reimbursement Approval") to clearly identify its purpose.

• Add a description if needed for reference.

Save and Proceed

• Click Save to proceed to the next step of configuration.
  

Upon saving, the Workflow Screen will appear, where users can begin configuring the approval process according to your organization’s policies. Define the order of approval (e.g., manager first, then finance). Select individual or group approvers for each stage in the process.

Fig: Reimbursement Workflow Builder

Users can set up the deadlines for automatic actions (Ex: auto-approve or auto-reject) if the request isn’t approved within the given timeframe. The first Deadline is for initial review, the second Deadline is for escalation to the next level if no action is taken, Third Deadline is for final decision or auto-rejection.

Fig: Reimbursement - Task Configuration

Users can set up automatic email notifications at each stage of the approval process: Approval Initiated: Notify the approvers that the request is awaiting their action. Approval/Rejected: Notify the employee once their request has been approved or rejected.