The Overview and Metrics tabs of the Workflows screen give a picture of the requests in circulation: what is waiting, what is running late, who is holding requests and how the circuits behave over time. This article is for HR, payroll managers, auditors and administrators.
Before you start #
| Permission (role matrix) | What it opens | Default |
|---|---|---|
| Workflows — Overview | Access: the Overview tab | Administrator, Payroll Manager, Manager, HR Manager, Accounting, Auditor |
| Workflows — Metrics / SLA | Access: the Metrics tab | Administrator, Payroll Manager, HR Manager, Auditor |
| Approvals — Absences, Approvals — Expenses… | Access: the figures of each category | See Approving, rejecting or delegating a request |
Both tabs only show the categories for which your role holds the “Approvals — …” permission. Workflows opens the first tab you have access to.
The Overview tab #
Open Workflows › Overview. The page shows:
- four indicators: Active workflows, Pending validation (whole company, as of today), Approval rate (30d) and Late / Urgent. Pending requests are counted as of today, the other figures over the last 30 days;
- Status by category: for each category, the number of requests late, pending, done and cancelled;
- Bottlenecks: the approvers holding the most pending requests, all periods together, with the age of the oldest one;
- Open validation requests: the list of requests in progress;
- Active signatures: the breakdown of e-signature requests (Signed, Refused, Pending, Failed / Expired);
- Recent activity: the latest events of the circuits.
If you came in through a category entry of the menu, the tab keeps that category.
The Metrics tab #
Open Workflows › Metrics and choose the Period: 7 days, 30 days (default), 90 days or 1 year. The page shows:
- the Total instances, Approval rate, Rejection rate, Pending and Auto-approved indicators, with the Scope (all categories or the one chosen);
- one row per category, with its Approved, Auto-approved, Rejected, Pending and Approval rate; expand it to see each workflow and its average handling time;
- Bottlenecks: the people or groups holding the most pending requests, whatever the period;
- Automations: the workflows without an approval step (reminders, notifications) and their number of runs.
Reading the figures #
- Auto-approved counts the requests approved without a human decision: a branch that skips the approval, or a response time exceeded with automatic approval. They are not included in the rates.
- The runs of Automations are not counted as approvals.
- In the overview, a request counts as “late” when it has been waiting for more than 48 hours. This marker does not depend on the response time set on a step, which drives the Time left shown on the request and the automatic actions (see Global settings, deadlines and automatic actions).
Good to know #
- The figures cover the whole company, within the categories your role can see.
- To act on a late request, open the Approvals tab: an approver at the Admin level can decide in place of an absent approver.
- People Analytics reports remain the tool for detailed analyses and exports.
FAQ #
The Metrics tab does not appear. #
Your role does not hold “Workflows — Metrics / SLA”. By default, the Manager role does not have it.
A category is missing from the overview. #
Your role does not hold its “Approvals — …” permission, or the corresponding module is not activated in your workspace.
