Request for Leave

The request leave process allows employees to request a leave of absence. Depending on the leave type, the manager can approve it directly or it goes to the HR and Finance Manager. In addition, this workflow allows the HR manager to submit a request on behalf of the employee. For this reason, this workflows replaces the Department Leave Request - DNU

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1. Either the employee (Engage - Jessica Parker) or the HR manager can start the workflow.

   1. In the first case, the user assigned to this task is Engage. The employee information appears on the screen automatically, and she fills the leave request details: Leave Type, Start and End Dates / Hours, Reason.

   2. In the second case, the HR manager starts the workflow on behalf of the employee. After selecting the employee, she fills the leave request details.

2. If the Leave Type is Vacation or Sick Leave, the manager can approve it directly. In all other types: the request goes to the HR manager and finally to the finance manager. In the second task, the Manager can add comments in the Manager Comments field, ask for More Information, Decline the request or Approve it. If the Manager asks for More information, the request returns to the user, who started the request.

3. If the Leave Type is Maternity Leave, Paternity Leave, Adoption Leave, Bereavement leave and the Manager approves the request, then it goes to the HR Manager. In the third task, the HR Manager can add comments in the HR Manager Comments field, ask for More Information, Decline the request or Approve it. If the HR manager asks for More information, the request returns to the user, who started the request.

4. Lastly, in the forth task, the Finance Manager can add comments in the Finance Manager Comments field, ask for More Information, Decline the request or Approve it. If the finance manager asks for More information, the request returns to the user, who started the request.

After every task, an email notification goes to the new assigned user informing that a new Leave of Absence Request for review.

https://docs.google.com/document/d/1sNMTBLy0BHthIL59zTVW5hVhIPKji9849ktubFdASbE/edit?usp=sharing

Start request from portal: https://universitydemo.pm4trial.processmaker.net/

1. Requester: Jessica Parker

   • Credentials: Engage / 1Password — Password Manager for Teams, Businesses, and Families

2. Manager: Donna Chin

   • Credentials: department.chair / Chair
     1Password — Password Manager for Teams, Businesses, and Families

3. HR Manager: Hunter Williams

   • Credentials: hr.manager / 1Password — Password Manager for Teams, Businesses, and Families

4. Finance Manager: Fiona Fischer

   1. Credentials: finance.manager / 1Password — Password Manager for Teams, Businesses, and Families