Workflows are the automated work scenarios that you can initiate in Feed. For example, they allow you to request a vacation or forward a document to the supervisor for approval.

Working with workflows in Feed

To run a workflow straight from the Feed,

1. Click More and select Workflow.



2. Select a workflow from the dropdown list, for example, Leave Approval.



3. Complete the required fields and click Send.

After that, the employees authorized to provide approval can approve or deny your request.

Finally, you will get a notification informing you about the result.

Learn more about working with workflows

Using standard workflows in Feed

By default, there are five standard workflows available:

• Leave Approval

  Request a leave quickly, with no paper needed. Requests are first approved by the department head(s) and then sent for processing by an HR manager. All you need to do is fill in the fields with the relevant information for your leave, and notification will be sent when the leave is approved or denied.

  Learn more about the Leave Approval workflow

• Business Trip

  Get a business trip approved and processed completely with this workflow. The approval process goes up the company hierarchy, and then accounting processes the documentation. You will receive notifications as the approval moves forward.

  Learn more about the Business Trip workflow

• General Requests

  Send any type of request to the employee that you indicate.

  Learn more about the General Requests workflow

• Purchase Request

  Create a purchase request and send it for approval. Include information and documentation concerning the purchase.

  Learn more about the Purchase Request workflow

• Expense report

  Submit an expense report for approval via the company structure.

  Learn more about the Expense Report workflow

Setting request approvers

When starting to work with workflows, the account administrator needs to specify which employees will be authorized to approve users' requests throughout all stages. To do this, click the gear button and select Set workflow parameters.

In the pop-up window, you can select an employee who will manage the workflow.

Also, an account administrator can:

• Edit a workflow name and description in the Extended parameters section.

• Configure a workflow in Workflow Designer.