WorkVellWorkVell
Setup & Onboarding·Support CodeSETUP-018 For Admins & HR Staff

How Requests and Approvals Flow (Current Scope)

How requests get approved in WorkVell, and what can be configured today.

【How it flows】

When an employee submits a request it becomes "Pending". Someone with the matching approval permission then approves or returns it.

【What is available today】

  • Single-approver approval is supported.
  • Multi-step approval (manager → HR), branching by amount or count, delegate approval, and automatic escalation past a deadline are all in preparation and cannot be configured.

【Deciding who approves】

Approval rights come from roles (permissions).

  1. 1.Open Admin menu → Role Management.
  2. 2.In the role's "Delegated admin functions", tick the item for the request type.

 - Leave requests: Leave Management

 - Overtime requests: Overtime Request Management

 - Travel requests: Travel Management

 - Expense requests: Expense Approval

  1. 3.Save.

【Approving】

  • Approvers see what needs them under "Approvals" in the side menu.
  • Admins can also act from "Leave Approvals", "Overtime Approvals", "Travel Approval", and "Expense Approvals".

Was this article helpful?

Related articles

More in this category

People also viewed