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How to Configure Leave Approval Workflows

Setting up leave approval workflows

Myo Zaw Hein avatar
Written by Myo Zaw Hein
Updated over 3 weeks ago

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 — 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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