Leave Workflow Configuration: A Step-by-Step Guide

Leave Workflow Configuration

ADMIN HELP CENTER · LEAVE MANAGEMENT

Leave Workflow Configuration

Design approval workflows for every leave type — then mark one as the default so every leave request follows the right chain automatically.

Workflow → Workflow Builder
✓ BEFORE YOU BEGIN

Prerequisites

  • Admin or HR role with workflow builder access
  • Leave types already configured in Leave Policy
  • Approver roles defined in your org hierarchy
🎯 WHAT YOU'LL ACHIEVE

Outcome

  • Multiple workflows mapped to specific leave types
  • One default workflow for unmapped requests
  • Automatic routing based on leave type chosen

How Workflow Routing Works

You can create multiple workflows based on the leave types and one needs to be configured as default workflow. When an employee applies for leave, the approval workflow will be determined according to the leave types.

FIG: DEFAULT LEAVE WORKFLOW
💡 TIP

Always configure at least one default workflow. Any leave type without a dedicated workflow will route through the default, preventing orphaned requests.

CONFIGURE

Leave Policy Configuration

Set eligibility, accrual, and carry-over rules per leave type.

CONFIGURE

Leave Settings

Enable workflow enforcement and alternate-person rules.

MANAGE

Leave Approval

Review and act on incoming leave requests.

OVERRIDE

Leave Override

Manually correct leave balances when needed.

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