Guided walkthrough
Tutorial 2: Approve a leave request
Managers understand the approval path and the downstream scheduling impact.
Audience: Manager, admin
Walkthrough video
Tutorial 2: Approve a leave request video
A focused walkthrough video so managers can train on this workflow without reading the full guide first.
Training steps
Run these in a test workspace, then repeat them with the manager or operator who owns the workflow.
- 1Open the Leave module and filter to requests awaiting manager review.
- 2Open Mali S.'s Apr 29-May 1 annual leave request and review duration, balance, message, and schedule conflict context.
- 3Approve or reject with a short decision note, or assign coverage when the request affects live shifts.
- 4Confirm the leave balance and notification count update.
- 5Return to schedule and check that availability reflects the approved leave.
Success criteria
You're done when…
Managers understand the approval path and the downstream scheduling impact.