Introduction
This article explains how the Dual Authorisation Workflow differs from the System Standard Authorisation and provides guidance on how to switch to this alternative workflow.
We offer two types of Dual Authorisations, in this article we are outlining the workflow that sends requests to Managers, and then to Admins.
If you'd like to know more about the Dual Authorisation that sends requests to Managers, and then designated individual specific to the requestor, please see Dual Event Authorisation (Managers & Other).
Standard Authorisation Workflow
The system's standard authorisation rule is that all events requiring approval are directed to the Line Manager, with some additional rules that apply in specific cases.
All rules are as followed:
Employee requests event and they do not have a manager – All Admins are notified, and any one can reject/approve
Employee requests event and they do have a manager – Manager is notified and can approve or reject
Employee requests event and they have more than one manager, this happens because they can have more than one job role with different managers – All managers are notified, and anyone can reject/approve
If the employee is an Administrator and they do not have a manager – The request is automatically approved
If an Administrator adds a request for another employee – it does not require an approval
If the manager of the employee adds an event for an employee – it does not require approval
Dual Authorisation Workflow
We offer an alternative workflow that allows a secondary approver for all event requests. The request first goes to Line Manager, then if approved, goes to the Admins.
Where there are multiple Admins, or more than one current job role, resulting in more than one Line manager, only one of each group/step must approve.
All rules are as followed:
Employee requests event and they do not have a manager – All Admins are notified, and any one can reject/approve
Employee requests event and they have a manager – Manager is notified and can approve or reject. If approved, Admins are notified, and any one can approve or reject.
If the employee is an Administrator and they do not have a manager – The request is automatically approved
If an Administrator adds a request for another employee – it does not require an approval
If the manager of the employee adds an event for an employee – it does not require approval
How it works
Employee adds an event request from the Calendar. The Line Manager will receive an email and a Todo
If the manager declines, the employee will receive an email containing the reason provided, and the workflow ends.
If the manager approves, an email and Todo is sent to the admins. In this Todo they will see that “This request has multiple approvers”.
Clicking on this will show the approval history. In this example, the Line Manager has approved, and it is now waiting for one of the two Admins to action.
When approved or declined, the employee will receive an email confirming this and show any notes added by the authoriser.
How to get this Workflow
If you're interested in this workflow, please reach out to support.
FAQs
Will this change all pending requests to the new approver rule?
Moving to this workflow will only impact requests going forward, any events requested prior to this change will adhere to the standard authorisation workflow.