Custom Approval Workflows for Groups – Knowledge base

The group merging feature in the Jisr system is a key component of the grouping functionality. It enables administrators to efficiently and flexibly manage approvals based on group and employee organization.

How Do Groups Work in Approval Workflows?

1. Automatic Reflection of Groups in Approval Cycles:

Once a group is created or modified, the approval cycle is automatically updated to include the group.
This automatic update saves time and ensures seamless integration between group settings and approval workflows.
Tip: Click the "Select" button to add a group.

Note: The option "All Company Employees" must be disabled to display groups in the approval workflow.

2. Selecting Groups for Approval Cycles:

Administrators can choose the groups to be included in the approval cycle for each type of request (e.g., leave requests, overtime).
This customization simplifies linking specific policies to the relevant groups only.

3. Including Multiple Groups in the Same Approval Cycle:

Users can include more than one group in a single approval cycle.
This feature is particularly helpful for managing large teams or teams across multiple locations operating under the same policies.

4. Merging Groups and Employees in a Single Cycle:

Administrators can combine specific groups and individual employees within one approval workflow.
This provides added flexibility for handling exceptions or special requirements for certain employees under general policies.

5. Activating "All Company Employees" Option:

By enabling the "All Company Employees" option in the approval workflow, all employees within the company will be included in the approval cycle.