Two Stage Holiday Approval

myhrtoolkit has a provision to accommodate organisations which require the approval of holidays in two stages. The two stage holiday approval is activated by a controller, and affects users and managers. This document outlines the path of a holiday request from all perspectives.

Note – The holiday groups shown here are sparse for clarity – it is recommended to have more than one holiday manager assigned to holiday groups.

Preparing myhrtoolkit for two stage holiday approval

To switch on the stage approval, a controller must navigate to setup & admin, and follow the directions given here.

All holiday groups will need updating to accommodate the new setting.

Making a holiday Request

The mechanics of a user making a request are no different when two stage approval is activated, the process is detailed in this document. After the request is submitted, the user is notified that it will need to pass through two managers before gaining approval.

First stage of approval

The request will appear in the messageboards of the first line managers as normal, however the second line managers are also listed when going the approval of the request.

Once approved the request will stay in the manager’s outstanding holiday requests list, noting that it is awaiting further approval.

The user will also be notified of this first round of approval, and the request changes accordingly in their holiday summary.

Second stage of approval

The request then moves to the second stage manager. The messageboard and the request will show that it has already passed through the first stage.

Request Approved

Once the request has passed through both stages, the user will be notified of the approval, and when the request passed through each manager.

Notes

  • At all points through the chain, emails detailing what is happening with the request are sent to the relevant members of the organisation.
  • If approval is switched from a two stage process back to single stage, any requests which have passed first stage approval, but waiting for the second stage manager to sign off, will be given full approval immediately.