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How to Configure Leave Approval Workflows

Setting up leave approval workflows

Written by Myo Zaw Hein
Updated this week

Set up leave approval workflows to ensure leave requests go through the right approvers before being finalized.


Step 1 — Go to Settings

  1. Click the User Icon from the main menu.

  2. Select Settings.


Step 2 — Go to Policies

  1. Inside Settings, click on the Policies tab.

  2. Select the policy where you want to set up leave approval.


Step 3 — Go to Leave Tab

  1. Inside the selected policy, click on the Leave tab.

  2. Scroll down to the Leave Approval section.


Step 4 — Configure Approval Workflow

Who do employees need leave approval from?

  • Click the box to select the approver type from the dropdown:

    • Their Manager: Employee submits request to their assigned manager.

    • Permission Groups: Choose any permission group you’ve created (e.g., HR Manager Permission, Manager Permission, Admin Permission, or other custom permissions).

      • If you select a permission group, employees can pick one person from that group to send the request to.

If they have no manager, who should approve their leave?

  • If you selected Their Manager above but some employees don’t have assigned managers:

    • Use this field to select fallback approvers.

    • A dropdown list will show users included in your permission groups.


Step 5 — Configuring Two-Step Leave Approval

You can enable a second layer of authorization for specific leave types. This ensures that after the first manager approves a request, it must be verified by a second designated party before being finalized.

How to Enable Second Approval

  1. Select the specific Leave Type you wish to modify.

  2. Locate and toggle the Second Approval Allowed switch to ON.

Selecting the Approver Type

Once enabled, click the selection box to define who the second approver should be. You have two main options:

  • Their Manager: The request will automatically route to the employee's direct supervisor (Level 2).

  • Permission Groups: You can select a specific group of users who have the authority to finalize these requests. Common groups include:

    • HR Manager Permission

    • Admin Permission

    • Department Head Permission (or any other custom group you have created).


Step 6 — Save the Policy

  • After setting up approvals, click Update Policy to save your changes.


Additional Notes:

  • Leave approvals follow the same structure as attendance approvals.

  • Only one approver can be selected for each leave request.

  • Once submitted, approvers receive requests via the mobile app inbox or system inbox.

  • If the assigned approver is unavailable, any person with permission access to the system can approve the request from the system inbox.

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