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

What do I do when there is an error on my leave application?

Accepted Answer

FAQ-ID：1173
Apply for the wrong type of leave? Wrong date? Incorrect amount of leave days? Fret not! For any reason, if you want to adjust something on your leave application, you may use any one of the methods to rectify your request.

Cancel / Withdraw.
The manager rejects the leave request.
Adjust by the HR Staff.

1 │ Cancel / Withdraw When a leave request has not been approved, the applicant could cancel it. If it has been approved, then the applicant could withdraw it, but the manager will have to approve the withdrawal. You may refer to the Leave or Leave Pro Tool Manual. 2 │ The Manager Rejects the Request If the leave request has not been approved, you may inform your direct manager of the error and ask him/her to reject the request. 3 │ Adjust by the HR Staff Whether your team is using the Leave or Leave Pro, the correct methods of retracting a leave request are always to cancel/withdraw or have the manager reject the leave request. However, if you encounter an unexpected error, you could ask the HR Staff to manually adjust the leaves to the correct amount.

Leave The HR Staff may refer to the STEP 2-h Adjustment of the Leave Tool Manual.
Leave Pro The status of the leave application must be canceled, withdrew or rejected, then the HR Staff can use the Employee Balance to adjust the leaves.

Leave Tool Manual Leave Pro Tool Manual

Reminders

Leave Pro is connected to the HR Calendar that takes work hours, business days, and public holidays into consideration when applying for leaves, which is absent in Leave. So if your team relies on a shift schedule and is using Leave, the leave application has an "actual applied leave hours field" that the applicant and manager could use to manually adjust the leave time.
Please use the feedback, error report function to contact us if all the aforementioned steps failed to grant employees their correct amount of leaves.

Relevant Questions

Why are employees’ leaves don’t add up? How do I fix them?
How to properly set up the Leave tool?
How to properly set up the Leave Pro tool?
What’s the difference between “Leave” and “Leave Pro”?

Question 3

What do I do when there is an error on my leave application?

Accepted Answer

FAQ-ID：1173
Apply for the wrong type of leave? Wrong date? Incorrect amount of leave days? Fret not! For any reason, if you want to adjust something on your leave application, you may use any one of the methods to rectify your request.

Cancel / Withdraw.
The manager rejects the leave request.
Adjust by the HR Staff.

1 │ Cancel / Withdraw When a leave request has not been approved, the applicant could cancel it. If it has been approved, then the applicant could withdraw it, but the manager will have to approve the withdrawal. You may refer to the Leave or Leave Pro Tool Manual. 2 │ The Manager Rejects the Request If the leave request has not been approved, you may inform your direct manager of the error and ask him/her to reject the request. 3 │ Adjust by the HR Staff Whether your team is using the Leave or Leave Pro, the correct methods of retracting a leave request are always to cancel/withdraw or have the manager reject the leave request. However, if you encounter an unexpected error, you could ask the HR Staff to manually adjust the leaves to the correct amount.

Leave The HR Staff may refer to the STEP 2-h Adjustment of the Leave Tool Manual.
Leave Pro The status of the leave application must be canceled, withdrew or rejected, then the HR Staff can use the Employee Balance to adjust the leaves.

Leave Tool Manual Leave Pro Tool Manual

Reminders

Leave Pro is connected to the HR Calendar that takes work hours, business days, and public holidays into consideration when applying for leaves, which is absent in Leave. So if your team relies on a shift schedule and is using Leave, the leave application has an "actual applied leave hours field" that the applicant and manager could use to manually adjust the leave time.
Please use the feedback, error report function to contact us if all the aforementioned steps failed to grant employees their correct amount of leaves.

Relevant Questions

Why are employees’ leaves don’t add up? How do I fix them?
How to properly set up the Leave tool?
How to properly set up the Leave Pro tool?
What’s the difference between “Leave” and “Leave Pro”?

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.
- From the Notification Center.
- Click Workflow form the Dashboard and use the filters to select a request or narrow down to a particular type of requests.
- Click the Do button > select a tool > click Approve> search for particular 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.
- From the Notification Center.
- Click Workflow form the Dashboard and use the filters to select a request or narrow down to a particular type of requests.
- Click the Do button > select a tool > click Approve> search for particular 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.
- From the Notification Center.
- Click Workflow form the Dashboard and use the filters to select a request or narrow down to a particular type of requests.
- Click the Do button > select a tool > click Approve> search for particular 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

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 10

What do I do when there is an error on my leave application?

Accepted Answer

FAQ-ID：1173
Apply for the wrong type of leave? Wrong date? Incorrect amount of leave days? Fret not! For any reason, if you want to adjust something on your leave application, you may use any one of the methods to rectify your request.

Cancel / Withdraw.
The manager rejects the leave request.
Adjust by the HR Staff.

1 │ Cancel / Withdraw When a leave request has not been approved, the applicant could cancel it. If it has been approved, then the applicant could withdraw it, but the manager will have to approve the withdrawal. You may refer to the Leave or Leave Pro Tool Manual. 2 │ The Manager Rejects the Request If the leave request has not been approved, you may inform your direct manager of the error and ask him/her to reject the request. 3 │ Adjust by the HR Staff Whether your team is using the Leave or Leave Pro, the correct methods of retracting a leave request are always to cancel/withdraw or have the manager reject the leave request. However, if you encounter an unexpected error, you could ask the HR Staff to manually adjust the leaves to the correct amount.

Leave The HR Staff may refer to the STEP 2-h Adjustment of the Leave Tool Manual.
Leave Pro The status of the leave application must be canceled, withdrew or rejected, then the HR Staff can use the Employee Balance to adjust the leaves.

Leave Tool Manual Leave Pro Tool Manual

Reminders

Leave Pro is connected to the HR Calendar that takes work hours, business days, and public holidays into consideration when applying for leaves, which is absent in Leave. So if your team relies on a shift schedule and is using Leave, the leave application has an "actual applied leave hours field" that the applicant and manager could use to manually adjust the leave time.
Please use the feedback, error report function to contact us if all the aforementioned steps failed to grant employees their correct amount of leaves.

Relevant Questions

Why are employees’ leaves don’t add up? How do I fix them?
How to properly set up the Leave tool?
How to properly set up the Leave Pro tool?
What’s the difference between “Leave” and “Leave Pro”?

Question 11

What do I do when there is an error on my leave application?

Accepted Answer

FAQ-ID：1173
Apply for the wrong type of leave? Wrong date? Incorrect amount of leave days? Fret not! For any reason, if you want to adjust something on your leave application, you may use any one of the methods to rectify your request.

Cancel / Withdraw.
The manager rejects the leave request.
Adjust by the HR Staff.

1 │ Cancel / Withdraw When a leave request has not been approved, the applicant could cancel it. If it has been approved, then the applicant could withdraw it, but the manager will have to approve the withdrawal. You may refer to the Leave or Leave Pro Tool Manual. 2 │ The Manager Rejects the Request If the leave request has not been approved, you may inform your direct manager of the error and ask him/her to reject the request. 3 │ Adjust by the HR Staff Whether your team is using the Leave or Leave Pro, the correct methods of retracting a leave request are always to cancel/withdraw or have the manager reject the leave request. However, if you encounter an unexpected error, you could ask the HR Staff to manually adjust the leaves to the correct amount.

Leave The HR Staff may refer to the STEP 2-h Adjustment of the Leave Tool Manual.
Leave Pro The status of the leave application must be canceled, withdrew or rejected, then the HR Staff can use the Employee Balance to adjust the leaves.

Leave Tool Manual Leave Pro Tool Manual

Reminders

Leave Pro is connected to the HR Calendar that takes work hours, business days, and public holidays into consideration when applying for leaves, which is absent in Leave. So if your team relies on a shift schedule and is using Leave, the leave application has an "actual applied leave hours field" that the applicant and manager could use to manually adjust the leave time.
Please use the feedback, error report function to contact us if all the aforementioned steps failed to grant employees their correct amount of leaves.

Relevant Questions

Why are employees’ leaves don’t add up? How do I fix them?
How to properly set up the Leave tool?
How to properly set up the Leave Pro tool?
What’s the difference between “Leave” and “Leave Pro”?

Question 12

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.
- From the Notification Center.
- Click Workflow form the Dashboard and use the filters to select a request or narrow down to a particular type of requests.
- Click the Do button > select a tool > click Approve> search for particular 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 13

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 14

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 15

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.
- From the Notification Center.
- Click Workflow form the Dashboard and use the filters to select a request or narrow down to a particular type of requests.
- Click the Do button > select a tool > click Approve> search for particular 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.

WorkDo_FAQ

FAQ

Dashboard

Can I batch-approve request forms?

Batch-Approve Requests

Reminder

Relevant Questions

Leave

What do I do when there is an error on my leave application?

Reminders

Relevant Questions

Leave Pro

What do I do when there is an error on my leave application?

Reminders

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