Five types of document circulation are available in the HRnest system – choose the one that best suits your company’s structure.
- Employee -> Supervisor -> HR Department – the holiday request issued by the Employee is approved by the Supervisor and then sent to the HR Department for approval.
- Employee -> Supervisor -> Director (optional) -> HR Department – the holiday request issued by the Employee is approved by the supervisor, then it must be approved by the Director to be sent for final approval by the HR Department
- Employee -> Supervisor -> Secondary Supervisor -> Director (optional)-> HR Department – A leave request submitted by the employee is first sent for approval to the Supervisor, then must be approved by the Secondary Supervisor, followed by the Director, and finally reaches the HR Department for final approval..
- Employee -> Supervisor -> Secondary Supervisor (selected) -> Director (optional) -> HR Department – A request submitted by the Employee is directed for approval to the Supervisor. It is then forwarded for acceptance to another, selected Supervisor, and subsequently for approval to the Director (if configured). After the Director’s approval, the request is sent to the HR Department for final approval.
NOTE: If this document workflow is configured, it will be possible to select the Secondary Supervisor for a specific employee in Employee Profile > Basic Data. - Employee -> Supervisor – a holiday request issued by an Employee is approved by the Supervisor – after approval or rejection, it ends its circulation in the system. The HR Department does not accept applications, but can view them.
Step 1
To change the type of document workflow select Configuration from the side menu, and then click the Leave Configuration tile.
Step 2
Select the Workflow tab and click the ‘Change’ button next to the Workflow type option.
Step 3
Select the correct Workflow type and click ‘Save’.
