What It Does
Explains flow manager concepts used by leave, overtime, recruitment, and other approval workflows.
This article is written for help desk users who need a simple, practical explanation of the feature and the checks to make before saving changes.
When To Use It
- Use it when setting up or reviewing this feature for a company.
- Use it when a user asks where the feature is or why the expected record is missing.
- Use it before importing, approving, publishing, syncing, or reporting data related to this area.
Before You Start
- Confirm the API role, credentials, and company context.
- Test in a controlled environment first.
- Record any endpoint or sync errors exactly.
Basic Steps
- Confirm the integration purpose and required permission level.
- Verify authentication, company settings, and endpoint requirements.
- Test with a small record set first.
- Review logs, error messages, and sync output.
- Document the final working setup for support reference.
Practical Example
An integration partner needs to sync employee data. The administrator uses flow manager and approval chains to confirm access, test one employee record, review the response, and then schedule the larger sync once the setup is confirmed.
Common Mistakes
- Testing with too many records at once.
- Using credentials without the right permissions.
- Ignoring response errors.
- Not checking sync logs after a run.
What To Check If Something Looks Wrong
- Confirm the employee, company, department, location, or date range is correct.
- Confirm the user has both module access and role permission.
- Check whether the record is filtered out by status, date, location, or department.
- Review related logs, history, or reports before changing production data.
Related Articles
- Third Party API And Integration Overview
- Leave And Timesheet Sync Troubleshooting
- LDAP Login Setup