Add a Department Approval Flow

Department approval flow defines the approval process of reviewing applications from a department. Applications of the persons in the specified application department should be reviewed according to the department approval flow.

  • Make sure the current admin user has the permissions for configuring the approval flow. For details about user permissions, refer to Role and User Management.

  • Make sure you have added roles of the approval flow. For details about adding roles, refer to Add an Approval Role.

  1. On the top left, select > Integrated Service > Attendance.
  2. Select Approval > Approval Flow on the left.
  3. Move the cursor on Add, and click Department Approval Flow.
  4. On the left, set the basic information of the approval flow.
    1. Enter the name of the approval flow.
    2. Set the start time and end time of the validity time period.
    3. Select the application type (leave, check in&out correction, overtime, and check in&out via Mobile Client).
    4. Optional: Switch off Enable Approval Flow to disable the approval flow.
    Note:

    The approval flow is enabled by default.

    Figure 1 Add Department Approval Flow
  5. Click Add Department to select the application department(s).
  6. Click to add the reviewer(s) for the approval flow.
    1. Select the approval role of the reviewer(s).
    2. Select the department(s) of the selected role(s) allowed to review applications.
      Note:

      If the reviewers are from the different department, you need to select All Departments.

    3. Optional: Select the approval role(s) to be notified of the review results in the current node.
    4. Optional: Select the department(s) of the approval role(s) to be notified.
      Note:

      If the person(s) to be notified are from the different department, you need to select All Departments.

    5. Click Add.
    Note:

    You can repeat this step to add more reviewers and persons to be notified for the approval flow.

  7. Click Finish.

    The approval flow will be added to the approval flow list.

    Figure 2 Approval Flow List
  8. Optional: Perform the following operations as needed.
    Option Description

    Edit Approval Flow

    In the approval flow list, click the name of the approval flow to edit it.

    • Click Reviewer to edit the reviewer's approval role and the role to be notified (if any).

    • Click to delete the node of the approval flow.

    Disable Approval Flow

    When adding an approval flow, it is enabled by default. You can disable it in the approval flow list.

    Delete Approval Flow

    In the approval flow list, you can click Delete to delete an approval flow, or click Delete All to delete all approval flows.

    Filter Approval Flow

    On the upper-right corner, click , specify conditions such as person name, approval flow type, or content type, and click Filter to filter the approval flows.