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In addition to configuring the Workbench leave module, you will need to allow leave to be imported from Upvise in the Upvise Integration screen.
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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: In the Leave Application form template, the Group is “Leave Approvers”. Only members of this contact group will be selectable on this form. |
Submitting a Leave Application in Upvise
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