Adding Time Off Approval Flows

Last Updated: November 02, 2023

Overview:

You can also set the approval flows for time offs in Omni. This allows you to set the criteria accordingly so that an employee's approval flow will depend on which criteria he falls under. 

Creating the Approval Rule:

• Go to Time Off > Settings > Approval Flows > Add Approval Rule
  
  

• In the pop-up that appears, you first have to select the Approval Scope. 
  • Specific groups - This allows you to set specific companies, departments, locations, positions and/or time off policies as criteria. You can set more than 1 criteria under 1 approval flow e.g. Sales as the department and Business Development Manager as the position.
    
    

• Specific employees - This allows you to set specific employees as criteria.  This is usually used for executive positions, who have specialized approval flows.
  
  

• Finally, select the approver/s. If there are multiple approvers, there will be an approval sequence which will flow from top to bottom. The first approver is on the top, and the last approver is at the bottom. Click Save once done.
  • You can set more than 1 approver in 1 level. Take note that only 1 approval in 1 level is needed to advance the time off request to the next level.
    
    

Arranging the Approval Rules:

• If you have more than one approval rule, and multiple rules apply to the same employee, the higher ranking one will apply.
  • To arrange the approval rules, click and hold the dots at the left side of the approval rule box, and the drag the box accordingly.
    
    

• In the event that the employee is not part of any of the approval rules, his approval rule will be the default "Everyone else" rule, where the approver is the manager only.
  
  

Related Article(s):

• Creating and Assigning Holiday Calendars
• Creating and Assigning Work Schedules
• Creating and Assigning Time Off Types and Policies

Still Need Help?: 

Reach out to our support team should you need further assistance.