Approvals & Workflows

Overview

What it solves

Requests stall because the approver is on leave or never saw the message.

Why it helps

• Leave, expense claims, offers and other requests land in one Approvals inbox with a count in the sidebar; you see what you can decide, and others see who the request is waiting on.
• A step past its SLA (48 hours by default) escalates to the approver’s manager, then an HR admin; the job runs hourly and moves every decision the approver held on that step.
• Delegate approvals, tasks or both for a date range, and end a delegation early: requests that were already waiting move with it.
• A workflow that has been used is never lost: it is retired with its history kept, and a request shows where it is stuck.

Used by

ManagerHR AdminCompany Owner

Availability

Every plan

1234

1. 1Filter by request type
2. 2Open the full request
3. 3Reject (a reason is required)
4. 4Approve

Quick answers

What you can do

• Approvals inbox with type filters, details, approve / reject
• See where a request is stuck: current approvers, steps with SLA, decisions and escalations
• Workflow steps: approver is the manager, a role or a named user; parallel steps; per-step SLA
• Activate, deactivate, edit steps of a workflow
• Deleting a workflow keeps its history
• Create a new workflow from the UI
• SLA escalation hourly (manager → HR admin fallback)
• Approvers who cannot act are skipped
• Cancelling a request withdraws its approval
• Delegations (approvals / tasks / both) with revoke and End now
• Workflow targets in the engine: leave_request, expense_claim, employee_loan, salary_advance, job_requisition, goal, performance_decision, payroll_adjustment

Screens

1234

1. 1Filter by request type
2. 2Open the full request
3. 3Reject (a reason is required)
4. 4Approve

123

1. 1Read the request
2. 2Approve
3. 3Reject

12

1. 1Set who approves, in what order
2. 2Turn a workflow on or off

1

1. 1Which request this workflow approves

Workflows

Approval SLA and escalation

flowchart LR
  A[Request enters a workflow step] --> B[Approver notified]
  B --> C{Decided within SLA?}
  C -- yes --> D[Next step or final decision]
  C -- no --> E[Hourly job: escalate]
  E --> F{Approver has a manager?}
  F -- yes --> G[Reassign to that manager]
  F -- no --> H[Reassign to an HR admin]
  G --> I[New approver notified]
  H --> I

• Each step has a deadline: 48 hours unless the workflow sets another one for that step.
• An overdue request moves to the approver’s manager, or to an HR admin when the approver has no manager, and the new approver is notified.
• Delegations redirect approvals while someone is away, including requests that were already waiting; ending a delegation returns them.
• An approver without a login, or who has left, is skipped and the request goes to HR so it is never stuck.

How-to guides