Requests and Approvals: Admin Guide
An admin guide to who approves leave, overtime, expense, and travel requests, and where they do it.
【How approvals work】
A request is approved or returned by someone holding the matching approval permission. There is no facility for defining an "approval route" made of ordered stages.
【What is available today】
- Single-approver approval is supported.
- Multi-step approval, branching by amount or type, delegate approval, and automatic reminders/escalation are in preparation.
【What you configure: approval permissions】
Open Admin menu → Role Management and tick the items you need under "Delegated admin functions" for the role that handles approvals.
- Leave requests: Leave Management
- Overtime requests: Overtime Request Management
- Travel requests: Travel Management
- Expense requests: Expense Approval
【Where approvals happen】
- Approvers: "Approvals" in the side menu
- Admins: "Leave Approvals", "Overtime Approvals", "Travel Approval", "Expense Approvals"
【Design principles】
- 1.Grant the permission to more than one person — with delegation unavailable, a single approver means requests stall during absences.
- 2.Cover extra sign-off for large amounts with internal rules; branching is not available.
- 3.Grant approval permissions sparingly — they cover every request of that type.
- 4.Agree on a routine for clearing the pending list before cutoff dates; nothing is chased automatically.
⚠ Which request types are available depends on your plan and add-ons.
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