Unless overridden with custom workflows, approval processes in the system such as time off approval will go through the built in system default workflows. These are workflows with predefined steps and are not editable. Creating your own custom approval workflow will override the default process for that particular process.

As mentioned the default workflows have predefined steps including emails that are sent out. 

Approvals

Activated when an employee submits a request through self-service.

Time off, Timesheets, Training, Time off in lieu allowance

1) Employee submits their request

2) Request sent to line manager / Approver for approval

3) Manager reminders after 3, 5 & 7 days

4) Employee updated with request status

Expenses & Mileage

Can be adjusted to require manager, finance or admin; expenses can also require two layers of approval for example, manager first and then finance second.

1) Employee submits their request

2) Request sent to line manager / Approver for approval

3) manager reminders after 3, 5 & 7 days

4) Employee updated with request status

Employee details

Activated when an employee updates their home address, bank details or emergency contact details

Employee submits their details; Finance notification address receives a notification which states that “Joe Blogs has updated their home address”

Please note: This email will not contain the actual details of the change by default; if you would like to include this information in the email, this will need to become a custom workflow.

Performance Review

Activated when HR publish a form from the Form Builder

• Administrator or HR users publish the form,
• Employee receives the form,
• employee completes the form,
• form is then sent to the employee’s manager for completion.
• Manager completes the form, form is locked and stored against employee’s file.

Requisition requests

Activated when a manager-level user submits a request to fill a job vacancy

• Manager submits requisition request
• Request is sent to any recruiter, HR and Administrator level users for approval
• Manager receives a notification informing them once this has been approved or declined

Return to work & Self-Certification

Return to work

Activated each time an instance of time off which requires a return to work or self-certification form is added to the system

• Time off absence is added into Natural HR
• Return to work form is sent to employee’s manager for completion
• Manager completes the form
• Return to work form is stored against the sickness absence for review

 Please note: The emails containing the return to work form notifications will not be sent immediately but will be sent out in a batch the morning after the start date. For example, if the end date of the absence was 02/01/2019, the email would fire at approximately 10am on 03/01/2019.

Self-certification

• Time off absence is added into Natural HR
• Self-certification form is sent to employee who has taken the absence for completion, an email is sent immediately to the employee
• Employee completes the form
• Self-certification form is stored against the sickness absence for review

Social recognition

Activated when a user recognises a colleague

• User submits social recognition entry for one of their colleagues
• Request is sent to the recipient’s manager for approval (only occurs if social recognition requires approval. If no approval is required, the process skips this step and moves straight to Step 3)
• Recipient receives an email informing them that they have been recognised by a colleague