How to Manage Pre-Approval Requests | Workwisely Guide

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 the request.

  1. After completing all required fields, click Apply to trigger the approval process, which will be sent to the designated approver based on the configured workflow.
  2. To view pre-approval data: Select the record, and a pop-up window will open displaying the applied pre-approval request.
  3. To edit a pre-approval request: Select the record and click the Edit.
  4. To cancel a pre-approval request: Click the cross icon in the Actions column and select Cancel.
  5. If you cancel an applied pre-approval request, the status will change to "Cancelled" immediately.
  6. If you cancel an approved pre-approval request, the status will change to "Cancel Applied", and an approval request will be sent to the approver. Once approved, the status will change to "Cancelled" and the deducted balance will get credited back.


Fig: Pre-approval Request



Fig: Cancel Pre-approval Request


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