This guide explains how to assign employees to the Approval Flow. Please note that employees will not be automatically assigned to the Approval Flow even if they meet the selected conditions.
This article covers:
A. Assigning Approval Flow to Existing Employees
If an employee is already onboarded, follow these steps to assign them to an Approval Flow.
From the side navigation menu, click Employees.
Locate the employee you wish to assign and click the three-dot icon (⋮) beside their name and select the eye icon (👁) to view the employee profile.
In the employee profile, click the Employment Details tab.
Scroll down to the Approvals section, click the three-dot icon (⋮), then select Edit.
You will now see the Approval Progression. Click the Leaves tab to view and assign the respective Approval Group.
Select the appropriate Approval Flow and the rest from the dropdown list (Double-click the cell to open the list of available options).
Click Save Changes once completed.
💡 Tip: Make sure the selected Approval Flow is active and correctly configured before assigning employees. You can review the Approval Flow setup here.
B. Assigning Approval Flow During the Onboarding Process
If the employee is not yet onboarded, you can assign the Approval Flow during onboarding.
1. Single Onboarding
Follow the single onboarding guide here.
When you reach the Approvals section, select the appropriate Approval Flow from the dropdown list and proceed with the onboarding process.
2. Mass Onboarding - Manual Mass Onboard
Follow the manual mass onboarding guide here.
In the onboarding table, locate the Leave Approval Group column.
Double-click the cell to open the list of available Approval Flows, then select the correct one and continue with the onboarding.
3. Mass Onboarding - Excel Upload
Follow the Excel upload onboarding guide here.
In the Excel file, you’ll find a Leave Approval Group column.
Double-click the cell in this column and choose the appropriate Approval Flow from the dropdown list. Save the Excel file and proceed with the upload.
Once employees are assigned to an Approval Flow, you can view them under Leave > Approval Flow > Assigned Employees.
👍 Nice! You’ve successfully learned how to assign employees to their respective Approval Flows.
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