FAQ
Accounts, notifications and more answers to the most frequently asked questions!
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.
Steps:
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.
Steps:
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.
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.
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.
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.
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Note that, if an approved request form is being withdrawn by the employee, selecting Reject means that you reject this employee’s request to withdraw this request form.
Steps:
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-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.
STEP 1 │ Approval & Expense Request
STEP 2-1 │ Add a New Designated Approver (Method 1)
STEP 2-2 │ Add a New Designated Approver (Method 2)
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.
Steps:
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.
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.
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.
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.
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.
Steps:
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.