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For Admins·Support CodeGUIDE-022 For Admins & HR Staff

Set Up Who Approves Requests

How to set up who approves overtime, leave, expense, and other requests.

【What is available today】

Requests are approved by a single approver — anyone holding the matching approval permission. Building routes with ordered stages, multi-step approval, amount-based branching, delegate approval, and automatic escalation are in preparation.

【Set up who approves】

  1. 1.Open Admin menu → Role Management.
  2. 2.Open the role that should handle approvals.
  3. 3.Under "Delegated admin functions", tick the items for the request types (Leave Management / Overtime Request Management / Travel Management / Expense Approval).
  4. 4.Save — users with that role can now approve those requests.

【Test it】

Submit a test request and confirm it appears on the expected person's "Approvals" screen.

【What employees see】

A submitted request becomes "Pending" and is listed on the "Approvals" screen of everyone who holds the matching approval permission (see #GUIDE-011 and #GUIDE-013).

【If approvals stall】

Delegate approval is in preparation, so when an approver is away, grant the approval permission to someone else using the steps above (see #WF-004).

Example

Workflow Settings → route per type → set approvers & steps → verify with a test request.

approval flowapproval routeworkflowapproversdelegate approvalmulti-stepadmin

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