Cross-Company Approval - Leave, Expense, Benefit and Forms

Introduction

Accounts with multiple entities can now assign Approvers from one entity to another. This feature will allow your staff from Company A to approve the claims submitted by another staff from Company B, and vice versa. The cross-company approval is available for the Leave, Expense, Benefit and Forms modules. 

Please contact our Support Team if you require this function.

Steps

For this to work, both companies must enable the Share Directory.

Step 1: Log in to Company A.

Step 2: Go to User Admin.

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Step 3: Click on settings2.png .

Step 4: Click on share_directory.png .

Step 5: Click on

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Enter the company ID for Company B

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and click share_directory2.png at the bottom right.

Step 6: Repeat step 1 to 5 for Company B to share the directory to Company A.

Once completed, you should have this updated section in both companies under the Share Directory.

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Step 7: To assign a staff from company B as an Expense Approver in Company A, login to Company A.

Step 8: Click on settings.png .

Step 9: Click on company_settings.png go to approvals.png .

Step 10: Click on default_settings.png and the Edit pencil_icon.png icon.

NOTE: The steps below apply for Leave, Benefit, Expense and Forms modules. For detailed steps on setting up multi-level approval workflow, refer to this guide hereThe steps below show how to select an approver from another entity (cross-entity approver) in your approval workflow. 

Step 11: To assign an employee from the other company (B), select Specific User.

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Step 12: Click the dropdown to choose Company (B).

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Step 13: Select the employee name you want to be the Approver for this level.

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Step 14: If you have additional approval layers, repeat the steps.

Step 15: Click on apply2.png , and select whether this approval flow will apply to all, or to specific individuals. 

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Step 16: Click save_changes3.png .

Step 17: Follow the same steps to assign approvers from the other entities.

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