Workflow Example

Setting up a workflow to send an email to an Employee informing them of the outcome of their request for annual leave

Request Accepted

Workflow > Actions > New

Description: Email Employee Holiday Request Accepted

Action Type: Email

Function: Absences

Performed By: Automatically

Email tab

Who: Employee

Subject: Request for Annual Leave

Body: Your request for annual leave for <DURATION> days from <START_DATE> to <END_DATE> has been authorised.

Save

Yes to ‘Do you want to create a Workflow Process fro this Action?’

Qualifying Query – a query with a filter on leave type = holiday

Qualifying Type: Current live environment

Save


Request Rejected

Workflow > Actions > New

Description: Email Employee Holiday Request Rejected

Action Type: Email

Function: Absences

Performed By: Automatically

Email tab

Who: Employee

Subject: Request for Annual Leave

Body: Your request for annual leave for <DURATION> days from <START_DATE> to <END_DATE> has been rejected.

Save

Yes to ‘Do you want to create a Workflow Process fro this Action?’

Qualifying Query – a query with a filter on leave type = holiday

Qualifying Type: Rejected

Save