How To Setup Basic Workflow

How can I setup a basic workflow to approve my employee's time?

• Time & Attendance

• Workflow

• Secondary

In order to approver as a secondary approver for workflow:

1. Navigate to System Admin

2. Select Workflow Management 

3. Under Workflow Approvals → Select the + icon to add a step

4. Type in the step number

5. Type in the name of the step

6. Select One or All for approvers required

7. Click the check mark to save the step

8. Select the two people icon for primary approvers

9. Select the + icon to create a new primary approver

10. Scroll or type in the supervisors name

11. Click the check mark to save

12. Select the two people icon for secondary approvers if you need a back-up approver for your primary

13. Click the + icon to add the secondary

14. Scroll or type in their name → If you need to add more than one secondary you can by following the previous step

15. Select the filter icon for the Criteria 

16. Click the + icon to apply who this supervisor should approve. → this can be completed at the location level, the organization level, and the attribute level.

17. Click the check box to save the criteria