How do I approve leave for my team?
Let team leaders see and approve leave only for their direct reports by setting the leave_approval right and managed teams with the Manage Teams tool.
Key Points
Team Leave Approval lets team leaders and managers approve leave requests only for their direct reports, without seeing leave submissions from the rest of the organisation. This makes it easier to delegate approvals in larger organisations.
Two things must be set up first: the leave_approval right assigned to the correct Group, and team members added to each team leader's managed teams using the Manage Teams tool.
Team leaders then go to Finance and Payroll - Leave Management, where they only see requests submitted by their direct team members.
They approve or decline requests the same way as any standard leave approval in FlowLogic.
Setup Requirements
Before this feature will work, two things need to be in place:
- The appropriate right for managing leave for staff teams must be assigned to the correct group. Right = leave_approval
- Team members must be correctly added to each team leader's managed teams using the Manage Teams tool.
- FlowLogic Support needs to turn on team-based leave approval for your organisation, so FlowLogic uses the teams set up in Manage Teams. Contact FlowLogic Support to turn this on.
If a team leader also has full Leave Management access, they'll still see every leave request, not just their team's.
If this hasn't been configured yet, this is the first step before anything else can be actioned. Speak to your admin team or FlowLogic Support if you need help getting this set up.
How It Works in Practice
Once teams are configured, team leaders can go to Finance and Payroll - Leave Management to view and action leave requests. Rather than seeing all leave submissions across the organisation, they will only see requests submitted by their direct team members.
From this view, team leaders can approve or decline leave requests following the same process as any standard leave approval in FlowLogic.