Approval Processes

You can set up an approval process for any SharePoint list in Lanteria HR. There are three types of approval processes:

• Status approval. In this case, the item in the destination SharePoint list is created concurrently with the request, and the list must include a Status field to record approval workflow results.
  For example, an absence approval process can go as follows:
  • An employee submits an absence request, triggering the approval workflow. At the start of the approval process, an absence request record is created, and its status is set to Pending.
  • Once all workflow steps are complete, the absence request status will be set to Approved or Rejected.
• Content approval. In this case, the item is created in the destination SharePoint list only after approval.
  For example, an employee termination can go as follows:
  • The HR manager submits an approval request to terminate an employee, triggering the termination approval workflow, which creates a record in a temporary list without creating an actual termination record.
  • If the termination is approved, the actual termination record, which will be used in the system, is created.
• No Action. No changes will be made to the item in the destination SharePoint list. Use this approval process when only notification is required.

Setting up approval processes of both types is done in two steps:

1. Create an approval workflow.
2. Set up an approval process based on the workflow.

An approval workflow is a sequence of steps that are to be performed to approve an item. Workflows are reusable, meaning a single workflow can be used across multiple approval processes. For example, if the workflow is the same for different types of absences, you can set up several processes that follow the same workflow, but have different lists as their destination. 

Also, you can use different workflows for the same process, depending on the approval request conditions. For example, if a business trip is 1-3 days, it can be approved by the employee's manager; if it is longer than 3 days, another workflow can be used that triggers the manager and then the org unit manager for approval.