How to Configure Pre-Approvals in Workwisely

Pre-Approval Configuration

ADMIN HELP CENTER · PRE-APPROVAL · CONFIGURATION

Pre-Approval Configuration

Define each pre-approval type (Work From Home, On Duty, Overtime, etc.) with coverage, period caps, max days per request, advance notification, and approval workflow — all from Settings → CoreHR.

Settings → CoreHR → Pre-Approvals
BEFORE YOU BEGIN

Prerequisites

  • Admin access to Settings → CoreHR → Pre-Approvals
  • Organizational policy on pre-approval types and limits
  • Approval workflow defined (RM, Dept Head, HR)
  • Custom groups created if limiting coverage
WHAT YOU'LL ACHIEVE

Outcome

  • Pre-approval types live and selectable in ESS
  • Request caps enforced per period (weekly / monthly / yearly)
  • Max days per request prevent abuse
  • Advance notification requirement in place

  • 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, Coverage, Number of pre-approval requests per period, Maximum days allowed per request, Approval Workflow and Advance Notification.



Fields Description

Title
Description
Pre-Approval Type
Select the type such as Work From Home, On Duty, Work During Week Off, Work During Holiday, or Overtime.
Coverage
Specify whether the configuration applies to the entire organization or to a specific group of employees.
Period
It defines the time frame within which the system tracks and limits the number of pre-approval requests an employee can submit.(Weekly, Monthly, Quarterly, Half Yearly and Yearly)
No of Pre-approval Request
Set the maximum number of requests allowed within a defined period (e.g., per month).
Max Days Allowed Per Request
Define how many days can be covered in a single pre-approval request.
Advance Notification
It allows the admin to define how far in advance an employee must submit a pre-approval request before the scheduled date of activity.
Workflow Approval
Configure the approval hierarchy, such as Reporting Manager, Department Head, or HR.

TIP

Advance Notification: Use this to prevent last-minute requests. For example, set 2 days for Work From Home so employees must plan ahead, or 7 days for Work During Holiday to give the team enough lead time.

NOTE

Period + Count together: The "No of Pre-approval Request" cap is evaluated within the "Period" you pick. Setting Period = Monthly and count = 4 means up to 4 requests of that type per calendar month.

Related Articles & Next Steps

Launch the workflow end-to-end after config.