Introduction: In this section, you create approval workflows for individual requests. Employees are the senders and recipients of requests to be approved, and viewers can view the requests.
Steps:
Step 1: Log in to the website and go to the Avatar and Select the Settings section.
Step 2: In the Requests section, select the type of request for which you want to create a workflow and choose Create New
Step 3: Fill in the initialization information, including the request approver, and click Create.
· Initiator section:
Step 1: Give a memorable name to the workflow.
Step 2: Select the applicable branch.
Step 3: Select the applicable department/employee: If not selected, all employees in the above branch will be applied by default, otherwise only apply to selected departments or employees.
· Approver section:
Step 1: Select the name of the request approver, or you can select by job title in a specific department, or by direct manager. If all three options are selected, the system will send notifications to all three methods
Step 2: Approval method: choose one of the three methods.
Step 3: Notifier: When you select a notifier, that person can only view the request (cannot approve the request).
Step 4: Click Save to complete creating the new workflow.
Note 1: If you want to create multi-level approvals, click the plus sign and create additional levels of approval similar to the first level
Note 2: If other types of requests have the same approval workflow already created, you can simply copy the existing approval workflow
If you want to make adjustments to a copied workflow, just update the original workflow, and the system will prompt 'Do you want to update related process?'
How to identify the original workflow: choose the "?" at the end of the workflow name
