How to setup a 1 step approval workflow for direct manager

Miranda Sinden 0 Reputation points
2024-06-10T18:52:35.4966667+00:00

I need to setup the leave and absence approval workflow for D365. Employee will submit time off then the Direct reports to manager needs to approve. Once the manager approves the workflow is completed

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  1. Kiran P 1,425 Reputation points Microsoft Vendor
    2024-06-11T05:52:58.6366667+00:00

    Hi Miranda Sinden,

    Thank you for reaching out to us on Microsoft Q&A forum.  

    Navigate to the "Modules" section within the Finance & Operations application. Under the "Leave and Absence" module, access the setup menu. Proceed to the "Human Resource Workflow" configuration. Upon selecting "New," a variety of HR-related workflows will be displayed. Choose the "Leave and Absence Workflow Application" and sign in with authorized credentials. Within the workflow channels, locate "Approvals" and proceed to drag and drop the "Approval Workflow Request" element. Specify the desired approval parameters, including the leave request type and approver. Utilize the "Assignment" option in the action pane to designate the appropriate approver. Enter pertinent details such as the work item subject and instructions in the "Basic Settings" section. Upon completion, close the settings and return to the home screen. Define submission instructions for users submitting leave requests by selecting the relevant workflow element and configuring the basic settings accordingly. Once all settings are configured, activate the leave and absence request workflow by adding a new version. Refresh the page in the Human Resource Workflow section to verify the activation of the leave and absence request workflow.

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