This workflow recipe will provide the steps to create and configure a workflow for a simple Salary approval process, within this process the workflow will send the time off request to the HR Mailbox for approval then the employee's manager will be notified of the outcome in order to deliver the news.

If you're interested in creating your own time off approval workflow this recipe can provide a bit of a head start in regards to the workflow configuration, how to set up various workflow step types as well as how to set up your step triggers so that tasks are assigned at the correct time intervals.

To begin following this guide you'll first need to navigate into Administration -> HR -> Workflows and click Add.

The Workflow

Workflow Name: Time off Approval (or something along those lines).

Category: Approval.

Type: Salary Change.

Trigger against employees in probation? No.

All comments visible: No.

Restrictions: Any that you desire.

Length of service (years): Blank.

Only manager roles? No.

Active: Active.

Once you've submitted this page you should be redirected to the Workflow steps page, this workflow is nice and simple so we won't have to do much work here, to start just click Add Step.

Workflow Steps

Step 1

The first step of our workflow will send an approval step to the manager of the employee who has requested the time off.

Name: Approval Step.

Description: Add as required.

Notify only?: No.

Type: Require approval.

Any recipient can approve?: Yes.

Recipient(s): HR Mailbox.

Message Subject: [employele_name] has a Salary Change awaiting approval.

Message Content:

Hi Team,

 

[employee_name] has a Salary Change awaiting approval please check over and complete the approval process for this change.

 

Thanks,

HR.

(The message and subject above are just generic examples of what could be used, it's entirely up to you what is entered in these fields though).

Sensitive Message: Unticked.

Send message as plain text: Unticked.

Custom button link: Blank.

Custom button text: Blank.

Workflow step order: 1.

When should this happen?: 0 days after submission date.

Escalation Options: 

I've set two escalation options in this step, they are both send reminder escalations:

Once submitted the workflow step should now look like so:

Step 2

Our second step will inform the employee's manager of whether the change was approved or declined.

Name: Notification of Salary Change.

Description: Blank (Add as needed).

Type: Send email to specified recipient. 

Recipient(s): Employee's Manager.

Message Subject: [employee_name]'s Salary Change has been approved.

Message Content:

Hi [current_manager_first_name],

 

[employee_name]'s Salary Change has been approved, please notify them accordingly.

 

Thanks,

HR.

(The message and subject above are just generic examples of what could be used, it's entirely up to you what is entered in these fields though).

Sensitive Message: Unticked.

Send message as plain text: Unticked.

Custom button link: Blank.

Custom button text: Blank.

Workflow step order: 2.

When should this happen?: 0 days after last workflow action.

As this is a notify only step there's no need for any escalation actions.

Once submitted the workflow step should now look like so:

Once complete click the Submit button, both steps of the workflow should now look like so:

Once the workflow is set active it will begin working, it will automatically trigger against any Salary changes made in the system.

This is a simple recipe for a Salary Change approval workflow which can be used in full or just used as the foundation of your own workflow, if you'd like to use this as a guide and then add in your own steps and tweaks it's a good way to give you a head start and get the basics complete before building up your full process.