Workflows
This guide covers common workflows and processes used in daily operations.
Request Approval Workflow
Submitting a Request
- Navigate to the Request Portal
- Select the request type
- Fill in required information
- Attach supporting documents
- Submit for approval
Approval Process
Tracking Requests
- View status in the Request Portal
- Receive email notifications for updates
- Check approval history
Time Off Request
How to Request Time Off
- Log in to the HR Portal
- Navigate to Time Off
- Select dates and reason
- Submit request
- Wait for manager approval
Approval Time
Time off requests are typically approved within 2-3 business days.
Types of Time Off
- Vacation — Planned time off
- Sick Leave — Medical appointments or illness
- Personal Days — Personal matters
- Holiday — Company holidays
Project Workflow
Starting a New Project
-
Planning Phase
- Define project scope
- Set objectives and goals
- Assign team members
-
Execution Phase
- Create tasks and milestones
- Track progress regularly
- Communicate updates
-
Completion Phase
- Review deliverables
- Document lessons learned
- Archive project files
Task Management
- Create Tasks — Break down work into manageable items
- Assign Owners — Clearly define responsibility
- Set Deadlines — Establish timelines
- Track Progress — Update status regularly
Communication Workflows
Daily Standups
- Time: 15 minutes
- Format: What did you do? What will you do? Any blockers?
- Location: Virtual or in-person
Weekly Reviews
- Purpose: Review progress and plan ahead
- Participants: Team members and manager
- Duration: 30-60 minutes
Best Practices
- ✅ Update task status daily
- ✅ Communicate blockers early
- ✅ Document important decisions
- ✅ Follow up on action items
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