The multi-level approval workflow is available for the Expense and Benefit modules. This will allow you to set different approval flows to follow depending on your organizational requirement.
NOTE: Please contact our Support team if you require this feature.
Steps
Step 1: Go to Settings and click on Company settings.
Step 2: Click Approvals.
NOTE: The steps below apply for both Benefit and Expense. Click the corresponding module to setup.
Step 3: You can initially set the Default Workflow or create a customized approval flow according to your requirement.
The Default Settings is generally applicable for ALL employees. To edit, click on
then .
Step 4: Create the name of your workflow.
Step 5: Select the Approving Officer by clicking the dropdown and choose from the options.
- Super Admin– Superuser on the account
- Manager– The staff's assigned Supervisor (see User Admin)
- Manager’s Manager– The assigned Supervisor of the submitter’s Supervisor
- Specific User– any other User
You can add another approval level, if required. Click on
and the second field of the Approving Officer will then be available for you to set.
Do the same steps for any additional approval levels.
Step 6: You can set for a notification email to be sent out after the claim has been approved. Click the dropdown to see the list of employees and select accordingly.
Step 7: Click on Apply, and select:
- Apply to all employees - this will become the approval flow for ALL employees.
You will see this pop-up message:
Tick whichever is applicable, and then click on Save Changes.
- Apply to specific employees - will let you choose from the employees list. A pop-up window will appear:
Select the name/s to whom this WorkFlow will apply to, then click on Save Changes.
If you want to create a separate approval flow for a specific staff, you can directly go to the Benefit Approvals page and click on the icon under the Actions column.
Follow steps 5 - 7 above to setup accordingly.