Introduction

This article explains how the Re-route Authorisation Workflow differs from the System Standard Authorisation and provides guidance on how to switch to this alternative workflow.

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

Re-route Authorisation Workflow

We offer an alternative workflow that allows Admins to assign an ‘Event Approver’ in the job details section of an employee’s profile. This designated individual will receive notifications for event requests and be responsible for authorising them, bypassing the default Line Manager.

If different event approvers are specified for a person with multiple job roles, they will all get the request but only one must approve.

All rules are as followed:

Employee requests event and they do not have an Event Approver – Requests will go to manager. If no manager is present, it will go to all Admins, and any one can reject/approve.

Employee requests event and they have an Event Approver – Event Approver is notified and can approve or reject.

If the employee is an Administrator and they do not have an Event Approver – 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 Event Approver will receive an email and a Todo

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

Can someone pick up a request in the approvers absence?

All Admins are able to action anyone else's todo in their absence, including event requests.

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.

How do I add the Event approver field?

You can do this via the Screen Designer. The field must be called 'Event Approver' (case sensitive) and must be present in the Job details screen. We suggest adding it next to the Line Manager field so it's quick to find and compare the two.