Request & Authorisation Workflows
Set up approval rules for events, expenses, timesheets, and TOIL that differ from the standard process.
14 articles
Event Authorisation Workflow - Dual Approval (Manager & Admins)Enable two-step approval for event requests, going to the managers first then admins.
Event Authorisation Workflow - Dual Approval (Primary approver & Manager)Enable two-step approval for event requests, going to a specified primary approver and then to managers
Event Authorisation Workflow - Dual Approval (Manager & Secondary approver)Enable two-step approval for event requests, going to the managers first then to another specified person.
Event Authorisation Workflow - Reroute ApproverSpecify an Event Approver to redirect approval requests to the designated individual, bypassing the Line Manager.
Event Authorisation Workflow - Backup ApproverEnsure requests are not delayed by assigning a secondary approver alongside the Line Manager. Can be approved by either one.
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.