This article explains the different steps of a leave request validation workflow, from the employee submitting the form to the approval or rejection of the request by the HR.
Approve or reject a leave request
timer 10 min.
- Set up a validation workflow for leave requests
- Validate or reject the leave requests
- Monitor the validation statuses of each request
- An employee sends a leave request via a Google Form to you as an HR
- Your HR department will review the request (or generated file) to validate or reject it, or ask for more information
How does the leave request validation work?
1. An employee answers a Google Form to submit a leave request
2. You (as an HR) receive an email to accept or reject the request
In your responses spreadsheet, the ‘PENDING’ status lets you know that a validation is requested.
3. You approve the leave request
From the email you received, click ‘Approve’:
Your employee will then be notified by email:
The [Form Publisher] Validation status from your responses spreadsheet will turn from ‘PENDING’ into ‘APPROVED’:
If you open the generated file (under [Form Publisher] Sheet URL), the validation status will automatically update accordingly:
4. You reject the leave request
If you decide to reject a leave request, the process will be exactly the same as for the approval. The main difference is that all ‘APPROVED’ will be replaced by ‘REJECTED’.
5. You request further information on the leave request
This option is useful if you need further information from your employee before making your decision.
From the email you received, insert your comment, then click ‘Request information’:
‘FEEDBACK REQUESTED’ will appear the validation status of your responses spreadsheet:
Your employee will receive the following notification with your comment (if you have added), where he can edit his form to update his answers:
If you are satisfied with the new generated file, you can accept or reject the updated leave request (see 4. Approve the leave request and 5. Reject the leave request), and also add a final comment:
Comments
9 comments
hi.
great feature...
thanks.
i have a question....can i limit which one of the participants can approve or reject the form?
Hi,
This is one of many feature that we will develop to follow this validation workflow. Unfortunately, we cannot give you a release date.
Hi,
That's right, it's a very good feature.
I'm also waiting for limit which one of the participants can approve or reject the form.
Is there some news about the release date ?
Hi,
I'm sorry to let you know that this feature will not be developed for the moment.
I need help fixing a bug:
I just started using Form Publisher yesterday. Initially the Validate feature was working when I was testing the functionality. However, the Upload File section in the Publisher output PDF file was not showing an attached file, so I tried to edit that feature. In the process the Validate feature stopped working and did not send me an email asking me to Approve or Reject.
I couldn't figure it out so I created a new Google Form and tried it again, but I still didn't get the Validate email. I also tried uninstalling and reinstalling the Add-On, but that didn't work either.
Please help!
Not sure if this is a bug or intended functionality, but when I approved a form, it generates a new google doc instead of updating the original.
It would be helpful if it could update the original document so I don't have two documents with the same name, increment number, etc.
Thanks!
Hi,
This is not a bug, but we will improve this feature so that the same document is updated.
Hi, it's a great tool, congratulations!
How I add the 'Awaiting additional information' option because it is currently unavailable.
Thanks!
Hi, it's a great tool, congratulations!
The Date << Workflow date >> is appearing even without being approved or rejected, its correct?
Thanks!
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