Requests, approvals & team calendar — found from sitemap — flair

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Facts read from this source

• Approval policy routing Report an error

  “Approval Policies can route requests through managers, Additional Managers, Employee Segments, or a custom employee lookup field.”

• Default policy upgrade state Report an error

  “A new default policy starts enabled; an upgrade keeps the enabled or disabled state you set.”

• Default absence policy Report an error

  “Default Absence Policy Pending absences Manager or Absence manager; the first approval completes the step.”

• Default absence change policy Report an error

  “Default Absence Change Policy Pending Employee Data Change Requests for an absence Manager or Absence manager; the first approval completes the step.”

• Default certificate policy Report an error

  “Default Certificate Policy Pending self-uploaded certificates with HR+Manager+Employee visibility Manager”

• Default compensation review policy Report an error

  “Default Compensation Review Policy Submitted Compensation Reviews Manager of the review's assessing manager”

• Default document policy Report an error

  “Default Document Policy Pending self-uploaded Employee Documents with HR+Manager+Employee visibility Manager”

• Default data change policy Report an error

  “Employee Data Change Request Approval Policy Pending Employee Data Change Requests Manager”

• Default objective create policy Report an error

  “Default Employee Objective Create Policy Employee Objectives pending creation approval Manager of the responsible employee”

• Default objective delete policy Report an error

  “Default Employee Objective Delete Policy Employee Objectives pending deletion approval Manager of the responsible employee”

• Default expense policy Report an error

  “Default Expense Policy Pending expenses outside an Expense Group, and pending Expense Groups Manager”

• Default shift transfer policy Report an error

  “Default Shift Transfer Policy Shift Change Requests waiting for manager approval Manager or Shift manager; the first approval completes the step.”

• Default time entry policy Report an error

  “Default Time Entry Change Request Policy Pending Time Entry Change Requests Manager or Time entry manager; the first approval completes the step.”

• Approval types Report an error

  “Approval Type Sets how many approvals complete the step: All need to approve, First approves the step, Specific number of approvers, or Quorum (at least 2/3 of approvers).”

• Approver types Report an error

  “Manager The employee's direct manager. Absence manager, Compensation manager, Expense manager, Time entry manager, Shift manager, Help desk manager, See employee data manager, HR manager The employee's Additional Managers with that responsibility.”

• Segment and lookup approvers Report an error

  “Defined by segments Employees, positions, departments, entities, or other segment criteria. Custom Employee Lookup An employee lookup field on the request record, entered in Employee Lookup Field API Name.”

• Segment filters Report an error

  “Filter by department, position, location, entity, employment status, or a custom employee field.”

• Entity filter Report an error

  “Entity filters by the employee's assigned legal entity, so one policy can cover an entire entity instead of every location inside it.”

• Multiple approvers Report an error

  “Depending on the step configuration, the first response can advance the request, all approvers can be required, or several approvers can review in parallel.”

• Assignment fields Report an error

  “Related Object Name Selects the Salesforce object, such as Absences or Employee Documents.”

• Matching priority Report an error

  “When assignments of several enabled policies match a request, flair uses the assignment with the lowest Matching Priority number and routes the request through that assignment's policy. If the numbers are equal, the newer assignment wins.”

• Soql filter Report an error

  “SOQL Filter Optionally limits when the policy matches.”

• Test notifications Report an error

  “Confirm that approvers receive the enabled email, Slack, Employee Hub, and mobile notifications.”

• Approval path audit Report an error

  “The workflow continues with the current manager and keeps the prior assignment in its audit history.”

• Access requirement Report an error

  “HR Admins who configure the Approval Framework in Salesforce.”

• Policy enable disable Report an error

  “Click Enable or Disable. The policy state changes without deleting its configuration.”

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Scores citing this record

• The Data Protection Officer Requests, approvals & team calendar
• The Data Protection Officer Health data, access & works council
• The HR IT Integrator Requests, approvals & team calendar
• The Payroll Accountant Requests, approvals & team calendar
• The Skeptic Requests, approvals & team calendar
• The Skeptic Health data, access & works council
• The Managing Director Requests, approvals & team calendar
• The Managing Director Health data, access & works council
• The Team Lead Requests, approvals & team calendar
• The Team Lead Health data, access & works council