Testing leave request workflow automation

Task Result
1. Download Leave request document ID 115.1
from Bitrix24.Drive → Company Drive → Request √
Templates
2. Fill in the word document √
3. Fill in the given fields with information about
your Leave request and attach the Leave request
document ID 115.1 √
4. Team leader accept/decline the request √
5. HR process the request √
6.The employee receive information about the
approved/declined request √

Comments: The automation process should be impruve by adding a step at the end

After all get use to Bitrix, the word document Leave request docume
adding a step at the end about attaching Leave resolution

Leave request document ID 115.1 will ne unneccesay

 Testing Business Trip request procedure
Task Resuls
1.Fill in 116.1 Travel Advance Request √
2.Submits Business request through Bitrix24
Business Trip workflow √

3.Head of department and CEO review the

request and decide to approve or rejected it. √

4.The employee receives approval/rejection

through Bitrix24 Business Trip workflow √

5.If accepted, when Business Trip is done

attach all documents of the approved
Business trip (receipts, invoices etc) and
Business Trip report

6.When Business Trip is done, check if all

required documents are attached

7.Close the process or ask for additional

documents
8.Prepare and send a document for
accounting processing (116.2 Internal Travel
request MK)
Testing purchasing procedure (under 18000 MKD (300€)
Task Result

1. Employee sends 101.1 Procurement Request (request

form) to HR and Administration/Managing Director;

2.The employee fills in the given fields with information

about their requested Business Trip;

3. HR and Administration (Authorized person) search for at

least three quotes;

4. Considering the procurement risks Managing Director

decides if there should be an agreement or direct purchase
via invoice;

5. The Managing Director choose and make decision for

the right vendor;

6. Fill in ID 101.1 Purchase Order Form;

7. Managing Director makes payment;

8. All correspondence/invoices (hardcopies) filed and

saved in folder.

Comments: