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

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 5

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 6

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 7

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.