Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleWorkbench Leave Configuration
Expand
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”

Expand
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:

Image Added

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

Image Added

Submitting a Leave Application in Upvise

...