How can admin create a leave reviewer policy?

Created by Product Content Team, Modified on Tue, 20 Feb at 6:45 PM by Product Content Team


A Leave Reviewer policy defines the roles, responsibilities, and criteria for individuals or positions responsible for reviewing and making decisions on leave requests. 


To create a leave reviewer policy, the admin must perform the following actions:

  1. From the greytHR Admin login, navigate to  Workflow > Setup > Workflow Levels. The Workflow Levels page opens.
  2. Under General Settings, from the Select Workflow Type dropdown list, select Leave.
  3. In the Policy Name text box, enter the name of the leave policy.
  4. In the Policy Description text box, enter a description of the policy.
  5. From the Select Leave Scheme dropdown list, select the required leave scheme.
  6. From the Select Leave Type dropdown list, select the leave type.
    Note: The leave type dropdown values depend on the leave scheme selection. Only the leave types configured for the selected leave scheme are displayed in the dropdown menu.
  7. From the Select Leave Workflow Type dropdown list, select the workflow type.
  8. Click Save Policy to save the General Settings.
  9. Click Next to move to the Workflow Levels settings.
  10. Select 1 Level/2 Levels/3 Levels option as per your requirements. The selected number of levels defines the number of reviewers required to approve an application.
  11. From the Reviewer Level 1 dropdown list, select the reviewer of the application. If you have selected more than one level, select the reviewers from their respective dropdown lists.
  12. Select the Application Actions option as Froward/Reject/Accept as per your requirements.
    Note: If you select multiple reviewers, repeat the above two points.
  13. Click Save Policy to save the leave configuration.
  14. Click Next. The created policy appears on the Workflow Levels page.

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Related Links:

Video-To watch the video about greytHR, click here.

FAQs- To read more FAQs about the Leave Reviewer Policy, click here.

Documentation- To learn more about the Leave Reviewer Settings page, click here.

Product Update- To read about the product update, click here.

 

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