Multi-Level Approval Workflow - Leave, Expense, Benefit and Forms

The multi-level approval workflow is available for the Leave, Expense, Benefit and Forms 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.

approvalflow1.png

Step 2: Click Approvals.

NOTE: The steps below apply for all, Leave, Expense, Benefit and Forms. 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 approvalflow13.png 

then approvalflow12.png .

approvalflow3.png

Step 4: Create the name of your workflow.

approvalflow4.png

Step 5: Select the Approving Officer by clicking the dropdown and choose from the options.

approvalflow5.png

  • 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

Example:

Aarav Bender is the submitter, and the Supervisor is Alia Castro. Alia Castro is Aarav Bender's Manager.

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Alia Castro's Supervisor is Calvin. Calvin will be Aarav Bender's Manager’s Manager.

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Step 6: You can add another approval level, if required. Click on approvalflow6.png 

and the second field of the Approving Officer will then be available for you to set.

approvalflow7.png

Do the same steps for any additional approval levels.

Step 7: 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.

approvalflow8.png

Step 8: Click on Apply, and select: 

approvalflow14.png 

  • Apply to all employees - this will become the approval flow for ALL employees.

You will see this pop-up message:

approvalflow15.png

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:

approvalflow9.png

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 approvalflow12.png icon under the Actions column.

approvalflow11.png

Follow steps 5 - 8 above to setup accordingly. 

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