Worked Example: Timecard Approval Workflow

Worked Example: Timecard Approval Workflow

Build a workflow where an employee submits a timecard, a manager reviews it, and the employee can see whether it was approved or returned for changes.

Required fields

Employee, Week ending, Hours, Project or cost center, Notes, Manager, Status, Decision notes.

Recommended screens

• Form or data page for employee submission.
• Decision for manager review.
• Workflow Status for employee progress.
• Conversation for questions about missing hours or corrections.
• Exception Resolution for missing manager or permission issues.

Setup steps

1. Make sure the employee can create or update their timecard.
2. Add Submit timecard.
3. Confirm Submit writes Submitted.
4. Open Automation and choose Approval workflow.
5. Set When this happens to Submit timecard.
6. Choose Manager field or Manager role as reviewer.
7. Choose Decision as destination.
8. Add Conversation for request changes.
9. Map Approve to Approved.
10. Map Request changes to Needs changes.
11. Validate and create a test timecard.

Test script

Preview as employee, submit a timecard, preview as manager, open Decision, request changes, preview as employee, confirm Needs changes appears, reply or update the timecard, resubmit, approve as manager, and confirm final status.