Workflow example: Employee leave request
Using Advanced Forms' workflow feature, you can streamline your organization’s leave management by creating a digital workflow that allows multiple participants to review and approve information on a single form.
For example, your organization may have an employee leave request process similar to this:
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An employee fills out a Leave Request form.
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Employee forwards to Manager for approval.
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Their manager approves the leave request.
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Manager forwards to HR for actioning.
In our Workflows article, we show you how to transform this process into an efficient workflow as shown:
Employee completes the form online
Employees can quickly find the Leave Request form whenever needed by publishing the form URL on a company intranet or similar.
Only the Employee Information section is displayed on the form in the initial workflow step.
Form users can view and edit this part of the form (as configured in the Workflow setup).
The employee completes the required fields and submits the request for approval.
Manager notified by email and approves
When a completed form is submitted, step two of this workflow automatically sends an email notification to participants responsible for approving the leave request.
The email contains a workflow link directly to the online form.
Workflow participants are not required to be logged in to Advanced Forms.
In this workflow step, the Employee Request fields (view only) and the Manager fields (view/edit) are displayed on the form (as configured in the Workflow setup).
The approving manager completes the required fields and submits the form to HR.
| An Administrator can find and complete the workflow step if a participant is unavailable. |
Read the Managing workflows as an administrator section for more information.
HR representatives notified by email and action request
Step three of this workflow sends an email notification to participants responsible for HR notes when a request is approved.
| This workflow step is executed based on conditional logic instead of sequential order (as configured in the Logic Rules tab in the Workflow setup). |
In this workflow step, the Employee Request fields (view only), the Manager Response fields (view only), and the HR Notes section (view/edit) are displayed on the form (as configured in the Workflow setup).
The HR representative completes the HR section and submits the form, which completes the workflow.