Request & Authorisation Workflows
Set up approval rules for events, expenses, timesheets, and TOIL that differ from the standard process.
11 articles
- Custom Screen Approval (Admin Authorisation)Create a custom screen that requires an approval from HR Admins when an employee submits a new record
- Custom Screen Approval (Manager Authorisation)Create a custom screen that requires an approval from the manager when an employee submits a new record
- Expense Authorisation - Backup ApproverEnsure requests are not delayed by assigning a secondary approver alongside the Line Manager. Can be approved by either one.
- Expense Authorisation - Managers onlyDirect all expense requests to Managers
- Expense Authorisation - Admins onlyDirect all expense requests to Admins
- Expense Authorisation - Dual Approval (Manager & Secondary Approver)Enable two-step approval for expense requests, going to the managers first then to another specified person.
- TOIL Request WorkflowsLog and track overtime with TOIL request workflows that update entitlements upon manager approval
- Timesheet Request WorkflowEmpower employees to submit hours worked while keeping approvals quick and transparent.
- Custom Expense Requests (Admin Approval)A customisable, web-based expense request workflow, separate to our AI expense feature.
- Custom Expense Requests (Manager Approval)A customisable, web-based expense request workflow, separate to our AI expense feature.
- Expense Authorisation - Dual Approval (Manager & Admin)Enable two-step approval for expense requests, going to the managers first then to admins for final approval.