Last Updated: February 27, 2025
Overview:
You can now set the approval flows for time offs in Omni based on time off duration. This allows you to set the criteria accordingly so that an employee's approval flow will depend on which criteria and time off duration 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 specialised approval flows.
- Time Off Duration - This allows you to set whether this rule will only apply to requests that meet a specific duration.
- You can set durations that are:
a) Less Than
b) More Than or Equals To
c) More Than
d) Between
Example: When the rule is set to more than or equals to 5 days = Time off requests that are ≥ 5 days will be routed for approvals.
- 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 Time Off Types and Policies (Updated!)
- Adding Time Off Approval Flows
- Time Off Approval on Behalf
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