A Complete Guide to the Leave Approval Process | Workwisely

Leave Approval

ADMIN HELP CENTER · LEAVE MANAGEMENT

Leave Approval

Review and act on leave requests — individual, bulk, group, outstanding, and historical approvals all in one place.

My Team → Time Off → Approval Tab
✓ BEFORE YOU BEGIN

Prerequisites

  • Manager, approver, or admin role assigned
  • Leave workflow configured and active
  • Pending leave requests routed to your queue
🎯 WHAT YOU'LL ACHIEVE

Outcome

  • Leave requests approved or rejected quickly
  • Bulk actions when volume is high
  • Complete audit trail of all approval activity

Approval Actions

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.

Approval Tabs Explained

Workflow → Approval Management

TAB 1

Individual Approval

Approve or reject a single record using the tick or cross icon on that row.

TAB 2

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.

TAB 3

My Approval

Managers or approvers can view all the leaves 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.

TAB 4

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.

TAB 5 · ADMIN

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.

TAB 6

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: LEAVE APPROVAL
CONFIGURE

Leave Workflow Configuration

Build the approver chain that feeds this queue.

CONFIGURE

Leave Settings

Enable comment enforcement and workflow rules.

CONFIGURE

Leave Policy Configuration

Define leave types, eligibility, and carry-over rules.

OVERRIDE

Leave Override

Manually correct balances when policy rules don’t fit.

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