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Before you can start using the leave form in Upvise, you must complete the configuration of your Leave Module in workbench.

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titleWorkbench Leave Configuration
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titleConfiguring the Upvise Leave Integration

In addition to configuring the Workbench leave module, you will need to allow leave to be imported from Upvise in the Upvise Integration screen.

  1. Set the Leave Job

  2. Enable Leave to be imported on “Imports”

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titleConfiguring the Leave Application Form Template

You can make small changes to the leave template to suit your business.

Leave Approvers

For example, if you have a small group of leave approvers set up in workbench, you can configure a contact group in Upvise to match this, and update the form field “Request Approval By” to link to the group.

Example:

Here is the “Leave Approvers” contact Group:

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In the Leave Application form template, the Group is “Leave Approvers”. Only members of this contact group will be selectable on this form.

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Submitting a Leave Application in Upvise

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