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.Open Admin menu → Role Management.
- 2.Open the role that should handle approvals.
- 3.Under "Delegated admin functions", tick the items for the request types (Leave Management / Overtime Request Management / Travel Management / Expense Approval).
- 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).
使用範例
Workflow Settings → route per type → set approvers & steps → verify with a test request.
這篇文章對您有幫助嗎？