Unless specified otherwise in custom workflows, approval processes in the system such as time off approval will go through a built-in system default workflows. These workflows with predefined steps are not editable. Creating your own custom approval workflow will override the default process.

As mentioned, the default workflows have predefined steps including emails that need to be sent out.

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Time off, Timesheets, Training, Time Off In Lieu Allowance

1. Employee submits their request
2. An email of the request is sent to the line manager/approver for approval
3. Manager reminders after 3, 5 & 7 days
4. Employee updated with request status

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Expenses & Mileage

Expenses can require 2 layers of approval - for example, the manager first and finance second.

1. Employee submits their request

2. Request sent to line manager / Approver for approval

3. Manager reminders after 3, 5 & 7 days

4. Employee updated with request status

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Employee details

This is activated when an employee updates their home address, bank details, or emergency contact details.

1. Employee submits their details
2. Sends an email notification to the finance mailbox.

Please Note - This email will not contain the details of the change by default. If you would like to include this information in the email, you will need to create a custom workflow.

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Performance Review

This is activated when Admin or HR publishes a form in the Form Builder.

1. Admin or HR level users publish the form
2. An email to the employee receives the form
3. Employee completes the form
4. The form is sent to the employee's manager for completion
5. The manager completes the form, the form is locked and stored against the employee's file.

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Requisitions Requests

This is activated when a Manager level user submits a request to fill a job vacancy.

1. Manager submits requisitions request
2. The request is sent to any recruiter, HR, and Administrator-level users for approval
3. The manager receives a notification informing them if it has been approved or decline.

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Return to Work

This is activated each time an instance of time off that requires a return to work or self-certification form is added to the system.

1. Time off absence is added in HRWize
2. Return to work form is sent to the employee's manager for completion
3. The manager completes the form
4. Return to work form is stored against the sickness absence for review.

Please Note - The emails containing the return to work form notifications will not be sent immediately but will be sent out the morning after the start date. For example, if the end date of the absence was 02/01/2022, the email would fire on 03/01/2022.

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Self-Certification

1. Time off absence is added in HRWize
2. An email about the self-certification form is sent to the employee who has taken the absence for completion
3. Employee completes the form
4. The self-certification form is stored against the sickness absence for review.

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Social Recognition

This is activated when a user recognizes a colleague

1. A user submits a social recognition entry for one of their colleagues
2. The request is sent to the recipient's manager for approval. This only occurs if social recognition requires approval. If approval is not required, the process skips this step and moves straight to Step 3.
3. The recipient receives an email informing them that they have been recognized by a colleague.