Leave Request and Approval Workflow

How long does it take to get this workflow live?

You can publish the template and have it running in minutes. There is no implementation project, no IT involvement, and no external software to install. Once published, your team runs live leave requests through it immediately.

How do I set up the workflow for my organisation?

Open the template inside assess.one and customise the steps, roles, and approval logic directly in the platform. You can adjust leave types, eligibility rules, and notification content without writing any code. Changes take effect as soon as you republish.

What do I need to configure before going live?

You will need to assign roles — typically an employee submitter, an HR eligibility reviewer, and one or more managers for the approval step. You should also configure your notification messages and connect your preferred notification channel, such as email or Slack, inside assess.one. No third-party developer work is required.

Who needs access to run this workflow?

Employees need access to submit requests, HR staff need access to run the eligibility check step, and managers need access to review and approve or reject. You control role assignments directly inside assess.one. Access can be scoped so each person only sees the steps relevant to them.

How does the eligibility check step work?

The Eligibility & Balance Check step is a structured task assigned to the appropriate HR role. The reviewer records the outcome, and the workflow automatically routes the request — either notifying the employee of ineligibility or passing it to the manager for review. You can customise the eligibility criteria and the fields captured at this step inside the platform.

What happens if a manager requests changes instead of approving or rejecting?

The workflow routes the request back to the employee with a notification explaining what needs to change. The employee revises the dates or details, the record is updated, and the request is automatically resubmitted to the manager. This loop continues until the manager approves or rejects.

Can I customise the approval routing for different managers or departments?

Yes. You can configure routing logic inside assess.one to direct requests to different managers based on department, leave type, or any other field captured in the form. No external development is needed — routing rules are set directly in the workflow editor.

How are employees notified of the outcome?

Notifications are triggered automatically at each decision point — ineligible, changes requested, and approved. You configure the notification content and delivery channel, such as email or Slack, inside assess.one. Employees receive updates without HR needing to send anything manually.

Does the workflow create a record of approved leave?

Yes. Every approved request results in a completed record inside assess.one with the full history of the request, eligibility check, manager decision, and any revisions made. This gives HR a reliable audit trail without maintaining a separate spreadsheet or system.

Can this workflow handle compliance or policy requirements around leave approval?

The workflow enforces your approval process consistently on every request — no steps can be skipped and every decision is logged. You can add mandatory fields, required documents, or additional approval stages inside assess.one to match your specific HR policy or regulatory requirements.