Checklist: Configure and Enable Approvals for Absence Requests

You can set up a process for approving employees' absence requests for vacation, sick leave, and so on.

Employees submit absence requests in Time & Expense > Absence Requests or from their timesheet in Time & Expense. Approvers approve absence requests in Time & Expense > Absence Requests.

Checklist for Configuring and Enabling Approvals for Absence Requests

Step	Description	Location in Vision
1	The Accounting and Time modules must be activated.	Configuration > Module Activation
2	Benefit accrual codes must be set up and configured for the type of absences—such as vacation, sick, or personal leave—that you want to go through the approval process.	Configuration > Accounting > Time Analysis
3	If you use organizations in Vision and you want absence requests to be approved by someone at the organization level, add approval roles at the organization level. Assign an employee to the approval role.	Create approval roles for all your organizations in Configuration > Organization > General. Assign approval roles to your organizations and assign one employee to an approval role. You can do this in one of two locations: Configuration > Organization > General — Assign one or more organizations to an approval role and assign one employee to the approval role. Configuring approval roles here allows you to configure the approval roles for all your organizations from one screen without having to open each individual organization in a separate configuration screen in Individual Organization Setup. Configuration > Organization > Individual — Open each organization individually, and assign one or more approval roles (that were set up in Organization General Setup), then assign one employee to an approval role.
4	Create an approval workflow for absence requests.	Configuration > Workflow > Approval Workflows When you create an approval workflow, select Absence Requests in the Application field on the General tab. On the Workflow tab, set up the approval steps for the workflow, and add approvers and notification alerts for each step. You can use the same or different approval workflow for absence requests for each of your benefit accrual codes.
5	For the appropriate benefit accrual codes: Enable approvals for absence requests. Assign an approval workflow for absence requests.	Configuration > Accounting > Time Analysis In the grid on the Benefit Accrual Setup tab: Select the Use Approval Workflow for Absence Requests check box for a company/benefit accrual code. In the Absence Requests Approval Workflow field, select the approval workflow to use. When you save these settings: The next time a user clicks Submit on the Request Absence dialog box in Time & Expense > Timesheets, the approval process starts for the absence request. A Progress tab displays on the Absence Requests form.