Basic Settings | Workflow Path setup for Employee Requests

Basic Settings | Workflow Path setup for Employee Requests

Overview

Employee requests can be set-up to formalise and simplify administrative processes in the company. An employee request is a document workflow tool which requires approval.
Examples of employee requests include, a request to change banking details, application for a loan or a notice of resignation, to name a few.

Edition

Alert
This feature is available on Master.
Navigate > Config > Basic Settings > Dropdown Management > Other Dropdowns > Request Types

Details

Setting up an Request Type, e.g. Bursary Application

An extract of the Request Type screen.





Once the Request Type is completed, Customers can setup the Workflow Path.

Navigate > Config > Basic Settings > Company Settings > Workflow Configuration


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