The 'Quick Learning Series' - Post 23 - Q & A
Q - Is it possible to have follow-up done for an approval automatically?
A - Yes. This can be done while configuring an approval
Steps:
- From your home page, navigate to Settings > Approvals > Add Approval
- Select the form and give a name
- Set criteria (If required) and configure approver
- Check 'Enable follow-up option for this approval' and select 'One-time' or 'Repeat' based on your need
- If you have selected 'Repeat', enter the frequency in which the follow-up should be done
- Configure email template and click Save
To add follow-up option for already configured approvals:
- Navigate to Settings > Approvals
- Hover over the Approval name
- Click on the edit icon and check 'Enable follow-up option for this approval'
- Select 'One-time' or 'Repeat' based on your need
- If you have selected 'Repeat', enter the frequency in which the follow-up should be done
- Click Save
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Sticky Posts
The 'Quick Learning Series' - Post 3 : Tip - Ensure business continuity. Keep your employees posted on urgent and important announcements.
When you run a business, you have to be equipped to encounter sudden emergencies. What is more important is to keep your staff posted on these important updates. Post important updates as 'Sticky Announcements' so that they stay on top always keeping your staff well updated. What's more interesting is that you can have location-specific sticky announcements so that your staff from other locations do not push the panic button! Take a look at this short video !The 'Quick Learning Series' - Post 2 : Tip
Want to restrict employees from checking-in from their mobile devices? You can now create this restriction under Attendance Settings.
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