Designing and Managing Approval Workflows

【Basic approval design】

Decide your approval rules by request type, amount, and organizational level.

Examples:

· Expense claim (≤¥50,000): direct supervisor only

· Expense claim (¥50,001–¥300,000): up to department head

· Expense claim (>¥300,000): executive approval required

Note: WorkVell cannot vary the approver by amount, so treat rules like these as internal policy.

【WorkVell's approval features today】

· Set which role (permission) approves each request type

· Pending requests are listed on the "Approvals" screen

· Full approval history (who approved or returned, and when)

· Multi-step approval, delegate approval, deadline alerts, and automatic reminders are in preparation

【When an approver is away】

Delegate approval is in preparation. Granting the approval permission to another person lets them approve instead. Because that grant is a delegation of approval authority, choose someone of the appropriate organizational level.

【Rejection and resubmission】

If an approver finds issues with a request, they can return it with comments.

The requester can revise and resubmit, and the full history is recorded.

【Internal controls perspective】

· Requesters should generally not also be the approver (separation of duties principle)

· Approval records serve as audit trails