Before getting started
Timmi Absences allows you to set up a multi-step approval process to ensure compliance with your leave and absences management rules. This sheet explains how to set up this approval process.
- Configuring approval levels
- Configuring additional notifications
- Enabling choice of approver
- Configure notifications for accounts without approval.
Configuring approval levels
In Configure > Preferences > Approval workflow, you can define the expected approval steps for leave requests. There is a single process for all requests, regardless of the type of absence or the relevant people.
There is no limit on the number of approval steps, but we strongly recommend not to exceed 2 or 3.
Define the approver
For each step, you can enter an approver of your choice from:
- the manager
- The manager's manager
- the head of department
- the customized Timmi Absences approver (previously Second Leave Approver)
- A specific user.
The customized Timmi Absences approver is entered in the user sheet and allows you to define a person other than the manager as approver. As with the Manager field, you can enter the user themselves if you want this approval step to be skipped.
Ensure all steps of the workflow have been completed
You can force requests to go through certain steps by activating the blocking setting. Doing this blocks the previous step if the approver is not found. An approver may not be found if they are not entered in the user sheet (or in the department administration), or if they no longer have an active contract (if they have left the company).
Note: if the approver is not found and this step is mandatory, the request cannot be approved, and it requires an administrator to complete the missing data.
Warning if approver not entered
Timmi Absences displays a warning for each step if approvers are not entered for certain employees. If the step is not blocked, this means that it will not be applied for all the employees reported by the warning.
If you click on the number of employees, you will get a list to complete the information. It is possible that approvers whose contracts have ended are still displayed in the user sheet, so please check this information.
Configuring additional notifications
You can set up an additional notification to be sent once the request has been fully approved.
Enable choice of approver
You can configure it so that certain employees choose their own leave approver, which may be the case, for example, for a project manager who may be changed frequently.
This requires the creation of a role with "Choose your approver” permission. The scope defines which users the approver can be selected from.
Note: the choice of approver applies to all stages of the approval process.
By default, the suggested approvers are the same as those for the approval process.
You can view the list of employees who can choose their approver via the process configuration page.
Configure notifications for accounts without approval
You can configure notifications when requests are submitted on accounts without approval. This feature is particularly useful for giving employees more flexibility and autonomy, while also ensuring that managers are informed.
You can select whether or not they are subject to approval in the account settings (Settings > Accounts).
Notifications are enabled via the Approval Process configuration page, in the block for Accounts not subject to approval.
The link allows you to display all the accounts without approval available to employees (accounts reserved for Sick Leave administrators are not suggested). You can then choose a person to notify upon input.
Please note that the notification is only sent when the employee inputs data in the Request module. It is not sent when the absence is entered by an administrator from the Schedule management module.