How to set leave to approve automatically

Within your account setup, the Super User has control over your own leave types, one of the settings against each leave type is the option to require approval for any entries made against that leave type.

The WhosOff system will process leave differently depending on the option you have set against the leave type:

  1. Requires Approval - Yes
    Any leave requests made against this leave type will go into a pending area and approvers will be notified. The leave will not be accepted by WhosOff until an approver logs into WhosOff and approves the details of the leave request. Also, if this leave type affects staff members` allowance then the allowance is not adjusted until the leave request has been approved.
  2. Requires Approval - No
    Any leave requests made against this leave type will automatically be accepted and processed by the system. If allowance time is to be affected then this will be updated instantly when the request is submitted and approvers will then be notified of the approved leave.

By following the instructions below you can alter how a leave type is set:

  1. Login to your WhosOff account.
  2. Click on the "Administration" tab.
  3. Under Setup/Alerts/Feeds, click on "Manage Leave Types".
  4. When the page loads you will be presented with your companies` leave types.
  5. To Edit a leave type, find the type you wish to edit and click "Edit" in line with it on the right hand side of the screen.
  6. On the resulting screen you will be able to update the options for the leave type including the Requires Approval option.
  7. To make the Leave Type not Require Approval, "Untick" the Requires Approval tick box.
  8. Once you have made your changes, click on the "Save" changes to the right hand side of the record.
  9. Any changes will be instantly activated throughout the system and will be used when leave requests are made from this point forward.

admin_leave_types_auto_approval.jpg
Screenshot: Showing leave type administration with Requires Approval option highlighted.



REFERENCE
W02569_N14331
CATEGORY
Premium
KEYWORDS
auto,approve,automatically,automatic,leave,holiday

CREATED
18.NOV.2009
REVISED
29.OCT.2014


Still not answered your question? Why not contact support

Other articles you may be interested in


How to subscribe to a calendar feed with Microsoft Outlook 2010
W02569_N14363

How do I set a calendar feed using Outlook 2010

Read more...


How to subscribe to a calendar feed with Microsoft Outlook 2007
W02569_N14329

Microsoft Outlook 2007 supports internet calendars, using WhosOff Super Users can setup feeds that can be subscribed to through Outlook.

Read more...



23% reduction in sick leave

WhosOff has to date recorded more than 23.4 million sick records, helping companies monitor their sick leave with a view to reducing unnecessary sick days.

View more features

14.3+ million holidays

With summer getaways most popular at this time of year, WhosOff has been integral to managing staff leave requests for businesses around the globe.

Take a tour

1.12 million business decisions

With the flexibility of WhosOff, companies are tracking important meetings and out-of-office times through the application.

View more features



07.Jun.2017 June 2017 - TLS 1.0, Calendar Feeds Read more...

Get your long FREE trial today!
No credit cards, no setup fees and no hidden costs! Sign up today
Close menu Home Features Mobile features full list case studies Who uses WhosOff? Tour Pricing & sign up Careers Support Knowledgebase Service updates Contact us Our blog Follow us on Twitter Sign in