How to Configure Leave Types and Approval Workflows in OfficeGx

To set up leave types and approval workflows for your organization, follow these steps:

🛠️ Steps to Configure Leave Types:

1. Login to officegx.com as an Administrator.
2. Navigate to People > Config from the left-side menu.
3. Click on the "Leave Type" tab.
4. In this section:
   • You can edit or overwrite labels (e.g., change "Accrued Leave" to "PTO").
   • Define who can cancel current & future leaves (e.g., Self, HR).
   • Define who can cancel past leaves within the current pay period.
   • Toggle the active/inactive status of each leave type.

⚠️ Make sure leave types are not edited if leaves are already pending in approval to avoid workflow disruption.

🔄 Steps to Configure Leave Approval Workflows:

1. Switch to the "Leave Approval" or "Leave Increment" tab within the same config page.
2. Click “New Leave Approval Workflow” to add approvers in sequence.
3. Specify the order, employee, and department for each approver.
4. Use the “Approval by RM only” toggle to enforce managerial approval where needed.

🔄 If no approval flow is configured, the system will default to the employee’s Reporting Manager (RM) for leave approvals.

Feel free to reach out to support@officegx.com if you have any questions.