Last Updated: May 11, 2021

Solution Overview

Make submitting and tracking leave applications more convenient and efficient.

Solution Template Contents

This solution template includes templates of the following:

RECORD(S):

Employee
Employee Leave Balance
Leave Types

WORKFLOW:

QR_LM Leave Request

FORM BUILDER:

Employee Details
Leave Details
Leave Credits

PROCESS FLOW:

Actors:

Employee
Supervisor
HR

Processes:

Submit Request
Supervisor Approval
HR Approval
Update Leave Record
Done

How to Install the Leave Management Template

PREPARING THE TEMPLATE

Step 1: On the Steer dashboard, click on Create button at the top of your screen. 



Step 2: Select Use Template on the module creation window. 



Step 3: Select Use Template beside Leave Management on the list of solution templates. 



Note: If the solution template doesn’t show on the list, remove all filters on the left panel under Solutions  and Industry and check All under Category.



Step 4: In the Information Setup, fill up the Name and Category fields. You can also add a short Description to give the users an idea of what your solution template is all about. 



Step 5: Under Workflows, click Edit beside the selected workflow template to rename it. Think of a unique and appropriate name for your Workflow, then select a Category. You may also add a short Description and put Tags on your Workflow.  





Once you are done, click Save, and it will take you back to the Information Setup window. 

Step 6: Once all details are complete, click Proceed to configure your forms in Form Builder and Process Flow. 

EDITING THE WORKFLOW TEMPLATE

Step 1 - Form Builder: On the Form Builder, update the details that you want to appear on your forms based on the template provided. You can add or remove rows and/or columns from the template and then drag and drop elements from the toolbox to the designated fields accordingly.  

Once you are finished on the Form Builder, click Proceed on the upper-right corner of the window.  



Step 2 - Process Flow: On the Process Flow, you can now design the necessary steps and actions down from the first until the very last step of the process in your workflow. The solution template already has the Actors, Processes, and Action Cards filled in for you. However, you can still update each element to tailor it to your goals and workflow. 

 Once you are finished, click on Proceed on the upper-right corner of the window. 



Step 3 - User Settings: On the User Settings, you can now assign individuals or groups in your team or organization certain access and permission settings for each step in the workflow. Then, you will need to Assign Viewers to the workflow.

Once you finished assigning users to every step, you can now click Publish on the upper-right hand corner of the window to finalize your Workflow. 



VIEWING YOUR SOLUTION

Once you published your workflow, your Solution will appear under the SOLUTIONS section in the dashboard. It will show the Workflow and Records tab and you can click on either of them to preview your Workflow details and the list of Records on your Solution.



You can view the list of available Records in the template by clicking on the Record title. Then, you can start to manually add or import your data from an existing Excel file or you may also edit, delete, or export data into an Excel file on your chosen Record.



If you are the Record Owner, you can directly add data to the records and set who has the rights to access this form. If by chance you encounter a blank record page, you can check out the Members tab to see the Record Owner and ask them to give you access in the record.

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