Bitrix24Care

Leave approval

If you are planning a vacation, a maternity leave, a business trip or an unpaid leave, you can launch the leave request right from your Bitrix24 Feed.

You can run this workflow straight from the Feed. Click More > Workflow.

Select Leave Approval workflow.


First launch and configuration

When the workflow template is being launched for the first time, the system will ask the administrator to configure the workflow parameters.

Important! The request will automatically be sent to the immediate superior of the user requesting a leave and after final approval will go to HR for processing. You need to indicate who in your company is responsible for the final approval of leave requests (multiple persons can be chosen to ease the process).

Also, Bitrix24 administrators can configure access permissions to this workflow for Bitrix24 employees. Click the gear button > Extended parameters.

The Edit Workflow page will be opened. Go to the Access tab and edit access permissions.

Read more in the article - Workflow preferences.

After the workflow parameters are set, your Bitrix24 employees can start using the workflow template.


How to send Leave Request

You will need to fill the following required fields: Absence type, Start date and End date. You can also add the Reason for leave description.

The employee involved in process approval will receive your leave approval request immediately.

Each time the leave is approved or denied, you will receive a notification. You will also be updated with your request status in your Feed.

All requests initiated by you can be found under Automation > My Workflows.

After all employees involved in the process approved the request, it is sent to the final responsible user to finish the approval. Finally, after the process is finished, the system will show the process status as Leave approved and processed.

All approved leaves will be automatically added to the Absence Chart.

How to delete a leave approval request sent by mistake

Go to Automation > My Workflows and find the element created by mistake. Double-click to open it in a new tab.

There are two ways to get rid of the unnecessary leave approval request:

  • Open the Business processes tab and click Stop Business Process. In this case the execution of the workflow will be interrupted, but you will be able to run it later.

  • Click Actions > Delete element. In this case the element will be removed completely from the system.

The employee needs to have at least Limited edit access level to this workflow to be able to stop its initialization. Please ask your account administrator to delete the unnecessary request in case you don't have access to this section.
Was this information helpful?
Optional:
Article feedback
Could you please tell us why:
Article feedback
Integration specialist assistance
Go to Bitrix24
Don't have an account? Create for free