Workflow Example

Setting up a workflow to send an email to a Line Manager following a Portal request for annual leave

Workflow > Actions > New

Description: Email Line Manager Holiday Request

Action Type: Email

Function: Absences

Performed By: Automatically

Email tab

Who: Line Manager

Subject: Request for Annual Leave

Body: <KNOWNAS> has requested annual leave for <DURATION> days from <START_DATE> to <END_DATE>.

Please review the request here (page URL).


Yes to ‘Do you want to create a Workflow Process from this Action?’

Qualifying Query – a query with a filter on leave type = holiday

Qualifying Type: Proposed/Authorised (dependent on Portal submit form authorisation)