Question 1

Can I batch-approve request forms?

Accepted Answer

FAQ-ID：1085 The Workflow icon in the Dashboard is a one-stop-shop of all the requests you need to process and weigh in on. What is neat about Workflow is that you batch-approve multiple requests to save yourself some time. So if you are a manager or designated approver, Workflow is something you need to utilize! Please note that

Batch-approve only offers Approve and Reject options. If you need to escalate requests, you must individually perform the action.
You are not allowed to leave a comment when batch-approving requests.
There will be no action success pop-up message after the action.

Batch-Approve Requests

Plan：FreePaid

Permission：All users

Tool Role：EmployeeManagerHR StaffHR Viewer

Interface：AppWeb

Steps：

Switch to the workplace Dashboard.
Click Workflow.
Use the filters to find a particular request form or a category of requests to sign off on.
Multi-select request forms.
- App │ Click the multi-select button on the upper-right-hand corner then select requests.
- Web │ Check the boxes in front of the requests.
Approve / Reject │ Click Approve or Reject on the bottom of the screen if you are using the app, click Approve All or Reject All button if you are using the web version.

Reminder

Batch-approve Leave Pro can only be done in the Dashboard Workflow, as for the rest of the requests, you may go to each tool's Approve section to weigh in your decision.

Relevant Questions

What’s the difference between approving and escalating requests?
A personalized Dashboard Calendar just for you.
Customize the Dashboard tools and order.
What are the benefits of using the Dashboard?
What is the difference between Wall and Dashboard Wall?
What does the “Do” button do?

Question 2

How to sign off approvals on behalf of other managers?

Accepted Answer

FAQ-ID：1153 Generally speaking, employee applications and approvals are sent to their corresponding department managers for signing, however, in certain scenarios, this may not be possible. This is why the workplace admins should set dotted-line managers to help sign off and process the employee requests. All employee request forms follow the organizational chart set in the HR tool for approvals. Setting dotted-line managers will make sure that the workflow will not be impeded. This setting has to be done using the web version of WorkDo, so please log into WorkDo from a web browser and follow the steps below to set the dotted-line managers.

Set Dotted-Line Managers

Plan：FreePaid

Permission：MemberWorkplace adminTool admin

Tool Role：EmployeeHR StaffHR Viewer

Interface：AppWeb

Steps：

Switch to the HR tool.
Click Employee Profiles.
Click the Edit icon of an employee.
Edit the following fields.
- Dotted-Line Manager Select an appropriate member.
- Process Signing Requests By Dotted-Line Manager Click Yes to allow another member to process employee requests.
Scroll down to the bottom and click Save. From now, all employee requests of this member will pass on to the selected dotted-line manager for approvals, and should the dotted-line manager escalates the requests, they will follow the signing flow that’s set for him/her.

Reminders

Prior to adjusting employee profiles, please follow the instructions in Start WorkDo in 5 steps and The HR tool setup.
The employee requests sent to the original manager prior to the change will not pass on to the dotted-line manager.
The Expenses and Approvals tools allow employees to select designated approvers that are outside of the signing flow.
Wanna know in-depth setting tutorials? Be sure to check out the HR Tool Manual!

HR Tool Manual

Relevant Questions

Why do some of the leave requests are automatically escalated?
Why do I have limited tool access?
The HR tool setup.
Start WorkDo in 5 steps.
How to invite people to a workplace?
How to assign an approver?

Question 3

Why do some of the leave requests are automatically escalated?

Accepted Answer

FAQ-ID：1045 If you approve a leave request and it still got escalated, it's most likely that it has met the criteria of auto-escalate rules. There are auto-escalation rules in Leave Pro that will escalate the requests to the upper management when the rules are met. The auto-escalation rules are set to ensure that the workplace management is aware when employees are taking long leaves, so the company can better allocate its resources. If you are a workplace manager, you may ask the HR Staff of Leave Pro to verify or change the rules of auto-escalation.

Long Leave Auto-Escalation Rules

Plan：FreePaid

Permission：MemberWorkplace AdminTool Admin

Role：EmployeeManagerHR StaffHR Viewer

Interface：AppWeb

Steps：

Switch to the Leave Pro tool.
Click General Settings.
Click the Edit button under the Schedule tab.
Set the long leave rules.
- Long Leave Threshold When a leave request meets this number, it is considered as a long leave and will automatically got escalated.
- Advance Notice (Long Leave) Fill in the number of days that is required for advance notice when employees take long leaves. When employees request for long leaves at a short notice, the leave requests will be marked as "urgent". Example：When 5 is entered, employees who apply for long leaves under a 5-day notice will be marked as "urgent".
- Auto Escalate for Long Leave Yes │ Long leaves will be automatically escalated when the first-line managers approve them. No │ Automatic escalation is not required. When first-line managers approve them, the process is completed.
Click the Save button the complete.

Reminder

The leave request approval flow is set in the employee profiles of the HR tool.

Relevant Questions

What's leave request approval flow? What’s the difference between approving and escalating requests? Can I batch-approve request forms? The Leave Pro tool setup.

Question 4

What's the difference between approving and escalating requests?

Accepted Answer

FAQ-ID：1174
If you are a manager in WorkDo, chances are you are assigned to sign off on employee requests, but aside from approving and rejecting requests, if the situation calls for it, you can also escalate a request.

Request Sign-off

Managers or dotted-line managers are tasked with signing off various types of requests, and when employee send out their requests, managers are notified to take action. Below are the different actions you can take to sign off the requests.

Approve / Approval Withdraw
Select Approve and the requests will be approved and processed, and the next-level managers will not be notified. If a request form is erroneously approved, the managers can use Withdraw to cancel the approval and all the changes will be reverted back to the original state.
Escalate
Select Escalate and the requests will follow the workplace workflow and send to the next-level managers for approvals. This option is only available in the Leave, Leave Pro, Overtime, Approvals and Expenses tools.
Reject
Select Reject to overrule requests and all the changes will be reverted back to the original state. Note that, if an approved request form is being withdrawn by the employee, selecting Reject means that you reject this employee's request to withdraw this request form.

Request Sign-off

Plan：FreePaid

Permission：All users

Role：MemberManagerHR StaffHR Viewer

Interface：AppWeb

Steps：

Select a request form.
Click on the request form.
- App │ Click the icon > select a desired action and the employee will be notified of your decision.
- Web │ Click on the apropriate action button and the employee will be notified of your decision.

Reminders

By selecting Escalate, you can select to escalate the requests based on the organizational structure or designated-approver set by the HR tool.
By selecting Escalate, a notification will be sent to the approver and the request sender.
Use the HR Tool Manual to set managers, the organization structure and workflow now!

Download HR Tool Manual

Relevant Questions

Learn the the HR tool setup now.
How to sign off approvals on behalf of other managers?
Can I batch-approve request forms?
Why do some leave requests are automatically escalated?
What do I do when there is an error on my leave application?
I forgot to clock-in or clock-out. What do I do?
Attendance appeal.

Question 5

How to assign an approver?

Accepted Answer

FAQ-ID：1123 Sometimes, cross-functional approvals are signed by different team leads and sometimes approvals don't follow the regular workflow, instead, they are processed by designated approvers. In either situation, if your approval or expense request does not go through your line manager or dotted-line manager, you may select from a list of designated approvers. If the approver is not in the list of designated approvers, please save your approval or expense request draft first and ask the HR Staff to set the designated approver in the HR tool, then you can resume your approval process by selecting the approver for your request.

Designate an Approver

Plan：FreePaid

Permission：MemebrWorkplace adminTool admin

Tool Role：EmployeeHR StaffHR Viewer

Interface：AppWeb

STEP 1 │ Approval & Expense Request

Save the draft if it's already filled out and wait until the HR Staff has set a new designated approver for you, or you can send the request when the new designated approver is set.

STEP 2-1 │ Add a New Designated Approver (Method 1)

Click the HR tool in the web version then click on Approver Assignment.

Please note that, an employees doesn't have be a manager to be assigned as an approver.

Switch to the HR tool.
Click Approver Assignment.
Click the Add button.
Select an employee.
Click the blue Add button to confirm your selection. This employee is now a request approver.

STEP 2-2 │ Add a New Designated Approver (Method 2)

Alternatively, approvers can be set in their employee profiles.

Swtich to the HR tool.
Click Employee > Profiles.
Click the an employee's Edit icon.
In the Designated Approver filed, check Yes.
Scroll down to the bottom and click Save. This employee is now a designated approver.

Reminders

A designated approver can be selected to process the expense or approval request in each level of the workflow based on your workplace's structure.
For detailed information and tutorials on how to use the Expenses and Approvals tools, please refer to the manuals below!

Expenses Tool Manual Approval Tool Manual

Relevant Questions

The Expenses tool setup.
The Approvals tool setup.
What other HR tool settings are connected to Expenses and Approvals tools?
HR Settings for New Employees.
Understand your tool role and what it does.
Expenses tool features.
Approval tool features.

Question 6

How to set the default currency?

Accepted Answer

FAQ-ID：1126
The currency of a workplace is based on the region and time zone of the workplace upon creation, but if your workplace primarily uses another currency, the workplace admin could set another currency as the default currency for everyone.

Default Currency Change

Plan：All plans

Permission：MemberWorkplace admin

Interface：AppWeb

Steps：

Enter the workplace settings.
Click Workplace Info.
- App │ Click the Edit iconon the upper-right-hand corner.
- Web │ Click the Edit icon next to the workplace name.
There is a currency option you can adjust.
Click Done / Save to finish.

Reminder

The employees could still change the currency when they file expense requests depending on their needs.

Relevant Questions

How to assign an approver? Can I batch-approve request forms? Understand your tool role and what it does. The Expenses tool.

Question 7

What's the difference between approving and escalating requests?

Accepted Answer

FAQ-ID：1174
If you are a manager in WorkDo, chances are you are assigned to sign off on employee requests, but aside from approving and rejecting requests, if the situation calls for it, you can also escalate a request.

Request Sign-off

Managers or dotted-line managers are tasked with signing off various types of requests, and when employee send out their requests, managers are notified to take action. Below are the different actions you can take to sign off the requests.

Approve / Approval Withdraw
Select Approve and the requests will be approved and processed, and the next-level managers will not be notified. If a request form is erroneously approved, the managers can use Withdraw to cancel the approval and all the changes will be reverted back to the original state.
Escalate
Select Escalate and the requests will follow the workplace workflow and send to the next-level managers for approvals. This option is only available in the Leave, Leave Pro, Overtime, Approvals and Expenses tools.
Reject
Select Reject to overrule requests and all the changes will be reverted back to the original state. Note that, if an approved request form is being withdrawn by the employee, selecting Reject means that you reject this employee's request to withdraw this request form.

Request Sign-off

Plan：FreePaid

Permission：All users

Role：MemberManagerHR StaffHR Viewer

Interface：AppWeb

Steps：

Select a request form.
Click on the request form.
- App │ Click the icon > select a desired action and the employee will be notified of your decision.
- Web │ Click on the apropriate action button and the employee will be notified of your decision.

Reminders

By selecting Escalate, you can select to escalate the requests based on the organizational structure or designated-approver set by the HR tool.
By selecting Escalate, a notification will be sent to the approver and the request sender.
Use the HR Tool Manual to set managers, the organization structure and workflow now!

Download HR Tool Manual

Relevant Questions

Learn the the HR tool setup now.
How to sign off approvals on behalf of other managers?
Can I batch-approve request forms?
Why do some leave requests are automatically escalated?
What do I do when there is an error on my leave application?
I forgot to clock-in or clock-out. What do I do?
Attendance appeal.

Question 8

What's the difference between approving and escalating requests?

Accepted Answer

FAQ-ID：1174
If you are a manager in WorkDo, chances are you are assigned to sign off on employee requests, but aside from approving and rejecting requests, if the situation calls for it, you can also escalate a request.

Request Sign-off

Managers or dotted-line managers are tasked with signing off various types of requests, and when employee send out their requests, managers are notified to take action. Below are the different actions you can take to sign off the requests.

Approve / Approval Withdraw
Select Approve and the requests will be approved and processed, and the next-level managers will not be notified. If a request form is erroneously approved, the managers can use Withdraw to cancel the approval and all the changes will be reverted back to the original state.
Escalate
Select Escalate and the requests will follow the workplace workflow and send to the next-level managers for approvals. This option is only available in the Leave, Leave Pro, Overtime, Approvals and Expenses tools.
Reject
Select Reject to overrule requests and all the changes will be reverted back to the original state. Note that, if an approved request form is being withdrawn by the employee, selecting Reject means that you reject this employee's request to withdraw this request form.

Request Sign-off

Plan：FreePaid

Permission：All users

Role：MemberManagerHR StaffHR Viewer

Interface：AppWeb

Steps：

Select a request form.
Click on the request form.
- App │ Click the icon > select a desired action and the employee will be notified of your decision.
- Web │ Click on the apropriate action button and the employee will be notified of your decision.

Reminders

By selecting Escalate, you can select to escalate the requests based on the organizational structure or designated-approver set by the HR tool.
By selecting Escalate, a notification will be sent to the approver and the request sender.
Use the HR Tool Manual to set managers, the organization structure and workflow now!

Download HR Tool Manual

Relevant Questions

Learn the the HR tool setup now.
How to sign off approvals on behalf of other managers?
Can I batch-approve request forms?
Why do some leave requests are automatically escalated?
What do I do when there is an error on my leave application?
I forgot to clock-in or clock-out. What do I do?
Attendance appeal.

Question 9

How come employees can't apply for overtime even when the Overtime settings are completed?

Accepted Answer

FAQ-ID：1175 In principle, if the workplace admins had properly completed the Overtime tool settings, employees may begin applying for overtime hours. But if your employees are reporting otherwise, please follow the instructions here to see whether you have missed some settings or steps. You may configure the settings using the web version of WorkDo if you role in the Overtime tool is HR Staff.

Overtime Tool Troubleshooting

Plan：FreePaid

Permission：MemberWorkplace adminTool admin

Tool Role：EmployeeManagerHR Staff

Interface：AppWeb

STEP 1 │ Overtime is not in the toolbox. Please make sure that you have set employees' tool roles to Employee or higher, else, those set to No Role will not be able to see the Overtime tool available in their toolbox. How to change employees' tool roles? STEP 2 │ Error message when applying for overtime.

1. Applicable Employee Types Only applicable employee types are allowed to apply for overtime hours, so if there are employees who are seeing an error message upon applying, please make sure that they are the right types of employees who are allowed to apply for overtime in the General Settings.
2. Employment Type in the HR tool As mentioned, the applicable employee types are crucial to whether employees are allowed to use Overtime, but defining each employee's type is set in the HR tool. So be sure to properly set each employee's type in the Profiles, which is call Employment Type here.

Adjusting employee profiles. STEP 3 │ Overtime hours not allowed.

1. Work Hours in the HR tool Overtime refers to the set work hours of each employee, and employees can't apply for overtime hours that fall within their regular work time. Please check the Work Hours in the HR tool to see whether each employee's work time has been properly set.
2. The HR Calendar Extending from the last point, if the workplace's HR Calendar is not set correctly, employees will be unable to apply for overtime hours if it is considered as a regular work day.

Why can't I apply for overtime hours on federal holidays?

Reminders

Please note that only the HR Staff of the HR tool may change the HR settings and the HR Staff of the Overtime tool may change the Overtime settings!
Wanna know more about the Overtime tool? Check out the Overtime Tool Manual!

Download Overtime Tool Manual

Relevant Questions

The Overtime tool setup. Why do I have limited tool access? The HR tool setup. What settings in HR are required for new employees?

Question 10

Can I batch-approve request forms?

Accepted Answer

FAQ-ID：1085 The Workflow icon in the Dashboard is a one-stop-shop of all the requests you need to process and weigh in on. What is neat about Workflow is that you batch-approve multiple requests to save yourself some time. So if you are a manager or designated approver, Workflow is something you need to utilize! Please note that

Batch-approve only offers Approve and Reject options. If you need to escalate requests, you must individually perform the action.
You are not allowed to leave a comment when batch-approving requests.
There will be no action success pop-up message after the action.

Batch-Approve Requests

Plan：FreePaid

Permission：All users

Tool Role：EmployeeManagerHR StaffHR Viewer

Interface：AppWeb

Steps：

Switch to the workplace Dashboard.
Click Workflow.
Use the filters to find a particular request form or a category of requests to sign off on.
Multi-select request forms.
- App │ Click the multi-select button on the upper-right-hand corner then select requests.
- Web │ Check the boxes in front of the requests.
Approve / Reject │ Click Approve or Reject on the bottom of the screen if you are using the app, click Approve All or Reject All button if you are using the web version.

Reminder

Batch-approve Leave Pro can only be done in the Dashboard Workflow, as for the rest of the requests, you may go to each tool's Approve section to weigh in your decision.

Relevant Questions

What’s the difference between approving and escalating requests?
A personalized Dashboard Calendar just for you.
Customize the Dashboard tools and order.
What are the benefits of using the Dashboard?
What is the difference between Wall and Dashboard Wall?
What does the “Do” button do?

Question 11

How to sign off approvals on behalf of other managers?

Accepted Answer

FAQ-ID：1153 Generally speaking, employee applications and approvals are sent to their corresponding department managers for signing, however, in certain scenarios, this may not be possible. This is why the workplace admins should set dotted-line managers to help sign off and process the employee requests. All employee request forms follow the organizational chart set in the HR tool for approvals. Setting dotted-line managers will make sure that the workflow will not be impeded. This setting has to be done using the web version of WorkDo, so please log into WorkDo from a web browser and follow the steps below to set the dotted-line managers.

Set Dotted-Line Managers

Plan：FreePaid

Permission：MemberWorkplace adminTool admin

Tool Role：EmployeeHR StaffHR Viewer

Interface：AppWeb

Steps：

Switch to the HR tool.
Click Employee Profiles.
Click the Edit icon of an employee.
Edit the following fields.
- Dotted-Line Manager Select an appropriate member.
- Process Signing Requests By Dotted-Line Manager Click Yes to allow another member to process employee requests.
Scroll down to the bottom and click Save. From now, all employee requests of this member will pass on to the selected dotted-line manager for approvals, and should the dotted-line manager escalates the requests, they will follow the signing flow that’s set for him/her.

Reminders

Prior to adjusting employee profiles, please follow the instructions in Start WorkDo in 5 steps and The HR tool setup.
The employee requests sent to the original manager prior to the change will not pass on to the dotted-line manager.
The Expenses and Approvals tools allow employees to select designated approvers that are outside of the signing flow.
Wanna know in-depth setting tutorials? Be sure to check out the HR Tool Manual!

HR Tool Manual

Relevant Questions

Why do some of the leave requests are automatically escalated?
Why do I have limited tool access?
The HR tool setup.
Start WorkDo in 5 steps.
How to invite people to a workplace?
How to assign an approver?

Question 12

Why do some of the leave requests are automatically escalated?

Accepted Answer

FAQ-ID：1045 If you approve a leave request and it still got escalated, it's most likely that it has met the criteria of auto-escalate rules. There are auto-escalation rules in Leave Pro that will escalate the requests to the upper management when the rules are met. The auto-escalation rules are set to ensure that the workplace management is aware when employees are taking long leaves, so the company can better allocate its resources. If you are a workplace manager, you may ask the HR Staff of Leave Pro to verify or change the rules of auto-escalation.

Long Leave Auto-Escalation Rules

Plan：FreePaid

Permission：MemberWorkplace AdminTool Admin

Role：EmployeeManagerHR StaffHR Viewer

Interface：AppWeb

Steps：

Switch to the Leave Pro tool.
Click General Settings.
Click the Edit button under the Schedule tab.
Set the long leave rules.
- Long Leave Threshold When a leave request meets this number, it is considered as a long leave and will automatically got escalated.
- Advance Notice (Long Leave) Fill in the number of days that is required for advance notice when employees take long leaves. When employees request for long leaves at a short notice, the leave requests will be marked as "urgent". Example：When 5 is entered, employees who apply for long leaves under a 5-day notice will be marked as "urgent".
- Auto Escalate for Long Leave Yes │ Long leaves will be automatically escalated when the first-line managers approve them. No │ Automatic escalation is not required. When first-line managers approve them, the process is completed.
Click the Save button the complete.

Reminder

The leave request approval flow is set in the employee profiles of the HR tool.

Relevant Questions

What's leave request approval flow? What’s the difference between approving and escalating requests? Can I batch-approve request forms? The Leave Pro tool setup.

Question 13

What's the difference between approving and escalating requests?

Accepted Answer

FAQ-ID：1174
If you are a manager in WorkDo, chances are you are assigned to sign off on employee requests, but aside from approving and rejecting requests, if the situation calls for it, you can also escalate a request.

Request Sign-off

Managers or dotted-line managers are tasked with signing off various types of requests, and when employee send out their requests, managers are notified to take action. Below are the different actions you can take to sign off the requests.

Approve / Approval Withdraw
Select Approve and the requests will be approved and processed, and the next-level managers will not be notified. If a request form is erroneously approved, the managers can use Withdraw to cancel the approval and all the changes will be reverted back to the original state.
Escalate
Select Escalate and the requests will follow the workplace workflow and send to the next-level managers for approvals. This option is only available in the Leave, Leave Pro, Overtime, Approvals and Expenses tools.
Reject
Select Reject to overrule requests and all the changes will be reverted back to the original state. Note that, if an approved request form is being withdrawn by the employee, selecting Reject means that you reject this employee's request to withdraw this request form.

Request Sign-off

Plan：FreePaid

Permission：All users

Role：MemberManagerHR StaffHR Viewer

Interface：AppWeb

Steps：

Select a request form.
Click on the request form.
- App │ Click the icon > select a desired action and the employee will be notified of your decision.
- Web │ Click on the apropriate action button and the employee will be notified of your decision.

Reminders

By selecting Escalate, you can select to escalate the requests based on the organizational structure or designated-approver set by the HR tool.
By selecting Escalate, a notification will be sent to the approver and the request sender.
Use the HR Tool Manual to set managers, the organization structure and workflow now!

Download HR Tool Manual

Relevant Questions

Learn the the HR tool setup now.
How to sign off approvals on behalf of other managers?
Can I batch-approve request forms?
Why do some leave requests are automatically escalated?
What do I do when there is an error on my leave application?
I forgot to clock-in or clock-out. What do I do?
Attendance appeal.

Question 14

How to assign an approver?

Accepted Answer

FAQ-ID：1123 Sometimes, cross-functional approvals are signed by different team leads and sometimes approvals don't follow the regular workflow, instead, they are processed by designated approvers. In either situation, if your approval or expense request does not go through your line manager or dotted-line manager, you may select from a list of designated approvers. If the approver is not in the list of designated approvers, please save your approval or expense request draft first and ask the HR Staff to set the designated approver in the HR tool, then you can resume your approval process by selecting the approver for your request.

Designate an Approver

Plan：FreePaid

Permission：MemebrWorkplace adminTool admin

Tool Role：EmployeeHR StaffHR Viewer

Interface：AppWeb

STEP 1 │ Approval & Expense Request

Save the draft if it's already filled out and wait until the HR Staff has set a new designated approver for you, or you can send the request when the new designated approver is set.

STEP 2-1 │ Add a New Designated Approver (Method 1)

Click the HR tool in the web version then click on Approver Assignment.

Please note that, an employees doesn't have be a manager to be assigned as an approver.

Switch to the HR tool.
Click Approver Assignment.
Click the Add button.
Select an employee.
Click the blue Add button to confirm your selection. This employee is now a request approver.

STEP 2-2 │ Add a New Designated Approver (Method 2)

Alternatively, approvers can be set in their employee profiles.

Swtich to the HR tool.
Click Employee > Profiles.
Click the an employee's Edit icon.
In the Designated Approver filed, check Yes.
Scroll down to the bottom and click Save. This employee is now a designated approver.

Reminders

A designated approver can be selected to process the expense or approval request in each level of the workflow based on your workplace's structure.
For detailed information and tutorials on how to use the Expenses and Approvals tools, please refer to the manuals below!

Expenses Tool Manual Approval Tool Manual

Relevant Questions

The Expenses tool setup.
The Approvals tool setup.
What other HR tool settings are connected to Expenses and Approvals tools?
HR Settings for New Employees.
Understand your tool role and what it does.
Expenses tool features.
Approval tool features.

Question 15

How to set the default currency?

Accepted Answer

FAQ-ID：1126
The currency of a workplace is based on the region and time zone of the workplace upon creation, but if your workplace primarily uses another currency, the workplace admin could set another currency as the default currency for everyone.

Default Currency Change

Plan：All plans

Permission：MemberWorkplace admin

Interface：AppWeb

Steps：

Enter the workplace settings.
Click Workplace Info.
- App │ Click the Edit iconon the upper-right-hand corner.
- Web │ Click the Edit icon next to the workplace name.
There is a currency option you can adjust.
Click Done / Save to finish.

Reminder

The employees could still change the currency when they file expense requests depending on their needs.

Relevant Questions

How to assign an approver? Can I batch-approve request forms? Understand your tool role and what it does. The Expenses tool.

Question 16

What's the difference between approving and escalating requests?

Accepted Answer

FAQ-ID：1174
If you are a manager in WorkDo, chances are you are assigned to sign off on employee requests, but aside from approving and rejecting requests, if the situation calls for it, you can also escalate a request.

Request Sign-off

Managers or dotted-line managers are tasked with signing off various types of requests, and when employee send out their requests, managers are notified to take action. Below are the different actions you can take to sign off the requests.

Approve / Approval Withdraw
Select Approve and the requests will be approved and processed, and the next-level managers will not be notified. If a request form is erroneously approved, the managers can use Withdraw to cancel the approval and all the changes will be reverted back to the original state.
Escalate
Select Escalate and the requests will follow the workplace workflow and send to the next-level managers for approvals. This option is only available in the Leave, Leave Pro, Overtime, Approvals and Expenses tools.
Reject
Select Reject to overrule requests and all the changes will be reverted back to the original state. Note that, if an approved request form is being withdrawn by the employee, selecting Reject means that you reject this employee's request to withdraw this request form.

Request Sign-off

Plan：FreePaid

Permission：All users

Role：MemberManagerHR StaffHR Viewer

Interface：AppWeb

Steps：

Select a request form.
Click on the request form.
- App │ Click the icon > select a desired action and the employee will be notified of your decision.
- Web │ Click on the apropriate action button and the employee will be notified of your decision.

Reminders

By selecting Escalate, you can select to escalate the requests based on the organizational structure or designated-approver set by the HR tool.
By selecting Escalate, a notification will be sent to the approver and the request sender.
Use the HR Tool Manual to set managers, the organization structure and workflow now!

Download HR Tool Manual

Relevant Questions

Learn the the HR tool setup now.
How to sign off approvals on behalf of other managers?
Can I batch-approve request forms?
Why do some leave requests are automatically escalated?
What do I do when there is an error on my leave application?
I forgot to clock-in or clock-out. What do I do?
Attendance appeal.

FAQ

Dashboard

Can I batch-approve request forms?

Batch-Approve Requests

Reminder

Relevant Questions

HR

How to sign off approvals on behalf of other managers?

Set Dotted-Line Managers

Reminders

Relevant Questions

Leave Pro

Why do some of the leave requests are automatically escalated?

Long Leave Auto-Escalation Rules

Reminder

Relevant Questions

What’s the difference between approving and escalating requests?

Request Sign-off

Approve / Approval Withdraw

Escalate

Reject

Request Sign-off

Reminders

Relevant Questions

Expenses / Approvals

How to assign an approver?

Designate an Approver

Reminders

Relevant Questions

How to set the default currency?

Default Currency Change

Reminder

Relevant Questions

What’s the difference between approving and escalating requests?

Request Sign-off

Approve / Approval Withdraw

Escalate

Reject

Request Sign-off

Reminders

Relevant Questions