How to Manage Team Approvals in Workwisely | A Guide

Pre-approval Approval

My Team → Pre Approval → Approval

Workflow → Approval Management

Individual Approval

Each record in the approval section has specific icons for action:

  • Tick Icon (✔): Click this icon to approve the particular record.

  • Cross Icon (❌): Click this icon to reject the particular record.

Bulk Approval

Click the checkbox before the Title column to select all the pending approvals. Then, click either the Approve or Reject button located on the right-hand side, above the Actions column, to process the selected approvals.

My Approval
Managers or approvers can view all the short time off requests that are pending approval for their team members. They have the ability to take action on these requests, either by approving or rejecting them based on the information provided.

Group Approval
This tab is accessible only when the user is part of an approval group. When approval is assigned to a group, any member of the group can claim the task. Once claimed, the task will appear in their My Approval tab, and they can proceed with the necessary actions. If someone from the group wishes to disclaim the task, they can reassign it to another member of the group, allowing for seamless delegation and approval.

Outstanding Approval
This tab is available exclusively to users with admin access. Admins can view all pending approval requests from various approvers across the organization. They have the ability to take action on these requests on behalf of the approver, ensuring that the approval process continues smoothly.

Approval History
The Approval History tab maintains a complete record of all approvals and rejections. It provides a detailed log of past approval actions, including who approved or rejected the request and any comments made during the process. This allows for easy tracking and transparency throughout the approval workflow.



Fig: Pre-Approval Approval


Pre Approval Workflow Configuration

Workflow → Workflow Builder



Fig: Pre-Approval Workflow


    • Related Articles

    • Pre-Approval

      My Team → Pre Approval Managers can raise pre-approvals for future leave or time-off requests

    • Pre Approval

      Employee Self Service → Pre Approval Pre-Approval for Work from Home, Week Off, Holiday or On Duty Employees can request permission to work from home, work on their scheduled week off or holiday or on Duty(official work outside office) through the ...

    • Pre-Approval

      This feature allows the organization to define whether specific request types—Work From Home (WFH), Work During Week Off, Work During Holiday, Overtime Work and On Duty (OD)—require prior approval from the reporting manager or higher authority before ...

    • Pre-Approval Request

      My Team → Pre Approval Employee Self Service → Pre Approval To apply for a pre approval request, click the +Initiate Request button on the right-hand side. A pop-up window will open, where employees must fill in all the mandatory fields and submit ...

    • Pre-Approval Configuration

      Navigate to Settings → CoreHR → Pre-Approvals. To configure, click the +Add Configuration button on the right-hand side and update the policy settings. You can define the following parameters based on your organization’s policy: Pre-approval type, ...