Multi-level approval workflow
When a time off request is subject to multiple levels of approval, the request is first routed to the user(s) at level 1 satisfying the specified role(s) on the employee's team as of the time off day. If a level 1 user approves the request, the request is then routed to the user(s) at level 2. If a level 1 user denies the request, the request is moved to a denied state, ending the workflow. The employee who submitted the request is notified that the request has been denied.
If a request routed to level 2 is approved by a level 2 user, the request is then routed to the user(s) at level 3, if configured. If a level 3 user approves the request, the request is moved to an approved state. If a level 3 user denies the request, the request is moved to a denied state. In both cases, the workflow is ended and the employee who submitted the request is notified that the request has been approved (or denied).
In this workflow, a time off request remains pending until an approver at the highest level approves the request or the request is denied. The employee who submitted the request is notified when a final action is taken on the request.
If an approver who is not at the highest level partially approves a time off request, the approved days are routed to the next level approver. The remaining days remain the responsibility of the current approver to act upon. The employee who submitted the request is notified when a final action is taken on at least one of the days of the request.
If an employee cancels an approved time off request, only one approval at any level is required. For example, if a user at level 1 approves the cancellation request, the request is moved to a cancelled state, bypassing the next level approver. The employee who submitted the cancellation request is notified that the request has been approved for cancellation.
The system maintains an audit trail of all the actions taken by all of the approvers over the course of a request's approval (or denial) process.
Auto-approved time off requests
If the Auto Approve option is selected for the time off type in the Time Off Type Setup form, the request is automatically approved by the WORKBRAIN user and routed directly to the level 2 user(s).
If a sub-level approver submits a time off request on behalf of the employee, with the Auto-approve option selected in the request, the request is automatically approved by the sub-level approver(s) and routed to the next level approver.
If a top-level approver submits a time off request on behalf of the employee, with the Auto-approve option selected in the request, the request is automatically approved by the top-level approver, bypassing the sub-level approvers. The employee is notified that the time off request has been approved.