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Table of Contents
Introduction
In Indigo, the leave approval system is governed by the Organisation Chart. This means that, depending on how the chart's structured, the leave requests will reach the person directly above the requester.
Now, it might occur that the direct approver is not available. What happens then 😯? Well, it depends on how you set up the system to respond to such an eventuality.
The 'Number of working days before authoriser is available to approve employee's leave request' setting lets you include higher levels in the approval process when the direct approvers don't have enough days to approve due their unavailability.
Below are the steps to enable it, along with a real-life example to shed more light 🔦 on this topic.
Setting up the Feature
Go to Payroll & Leave > Main > Settings.
Select Payroll and then Leave in the next left menu displayed.
Click on ✏️ Edit and adjust the number in the field 'Number of working days before authoriser is available to approve employee's leave request'.
Click ✔️ Save to confirm your choice.
Disabling the Feature
The feature can be disabled by entering (or leaving) zero as value. This way, only the direct leave approvers are informed, regardless of their availability.
How it Works in Indigo
The system automatically checks if the direct leave approvers are available to approve employees' leave. If they aren't available, the system will move the leave request to the next available leave authorisers (secondary approvers) according to the organisation chart.
Let's see this setting in action 🎬:
The 'Number of working days before authoriser is available to approve employee's leave request' feature is set to 3.
On the 1st of February Phillip submitted a leave request for the 7th of February (both these days are not counted by the system for the above setting).
Richie is Phillip's direct approver.
💡 Tip
The secondary approver is the direct approver of the direct approver.
Since Richie is Phillip's direct approver, Zachery is both Richie's direct approver and Phillip's secondary approver (refer to the image above 👆).Richie usually works from Monday till Friday according to his Work Schedule Profile.
| Sat 01/02 | Sun 02/02 | Mon 03/02 | Tue 04/02 | Wed 05/02 | Thu 06/02 | Friday 07/02 |
Not Expected to Work | ✖️ | ✖️ |
|
|
|
|
|
On Leave |
|
| ✖️ | ✖️ | ✖️ |
|
|
At Work |
|
|
|
|
| ✔️ | ✔️ |
Between the submission day (01/02) and the actual first day of leave (07/02), Richie doesn't have three available days (they don't need to be consecutive) to approve Phillip's leave request (see the table above ☝️).
Phillip's leave request will then be notified to Zachery, since he's the secondary approver according to the organisation chart.
If the system verifies that Zachery also doesn't have enough days to approve, the request will be notified to the next available approver in the chart.
👀 Important
This check is performed for each request, giving the priority always to the direct approvers over secondary ones.
When a secondary approver gets involved, two emails are sent out:
The first is sent to the direct approvers, informing them that secondary approvers have been notified about the leave request due to their unavailability.
The second one is sent to the secondary approvers, informing them that a leave request is awaiting their approval. A notification will also be available for them under 'Other leave awaiting your approval' in the Leave widget in the Employee Portal.
Related Articles
Approving Leave Requests from the Leave Widget