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Setting up PTO approval flows

Setting up PTO approval flows for a PTO policy is a two-step process that includes:

  1. Creation of PTO approval flow.
  2. Assigning PTO approval flow to a PTO policy.

Step 1: Creation of PTO approval flow

To create a PTO approval flow follow these steps:

  1. Go to the top right Setup menu.
  2. Scroll down to the Calendar & PTO/Leaves option.
  1. Go to the PTO/Leave Approval tab and click on Leave Approval Flows.
  1. To add a new approval flow, click on the New Leave Approval Flow button.
  1. Add name and description for Leave Approval Flow.
  2. Click on the Save Leave Approval Flow button.
  3. A new section Approval Levels opens to add the approval levels for approval flow.
  1. Click on +Add approval to add a new approval level.
  2. A pop-up opens to add the approval level.
  3. Select the Approval Type and click on Add Approval Level button.
  1. In the same way, multiple approval levels can be added to an approval flow.

Step 2: Assigning PTO approval flow to a PTO policy

Now the next step is to assign a PTO approval flow to a PTO policy.

  1. Go to Leave Policy in the PTO/Leave Management section.
  1. Select the leave policy in which approval flow needs to be added.
  1. Click on Edit Leave Policy.
  1. Select the approval flow from the Approval Flow Name dropdown.
  1. Click on Save Leave Policy

The leaves after the creation of the PTO/Leave approval Flow will follow the approval steps as defined in the approval levels.

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