Approval process

Settings → Processes.

Approval steps

In Approval you define who each request goes through. Add a step with Add step. For each step, tick which roles are notified and when.

Example: the employee requests leave and is notified that the request is registered. The direct manager approves, then HR. When HR approves, the requester, the direct manager and finance are notified.

Abbreviation	Role
Requested by	The requester
Substitute	The vacation replacement
DM	Direct manager
AO	Additional approver
HR	Human Resources
F&A	Finance and Administration

Process settings

Setting	What it does
Automatically send invitation	When creating a user, you pick a date on which the system sends the invitation
Auto approval by organization leader	The “organization leader” step is approved automatically
All additional approvers must approve	Every additional approver has to approve. Without it, one is enough
Ability to cancel an approved leave by user	Employees can cancel approved leave, with a reason. In Confirmation of the refusal you choose who confirms: HR, direct manager, organization leader, finance, additional approver or no one. If leave is cancelled mid-way, only the days taken remain
Notification reminder days	How many days before an absence approvers are reminded of pending requests

Additional notifications

In Additional notifications you set who is notified, and when, about: a sick leave request, sick leave cancelled by the employee, a request cancelled by the employee, a request with no approval process, and a file attached to a request.