Request & Authorisation Workflows
Set up approval rules for events, expenses, timesheets, and TOIL that differ from the standard process.
11 articles
Event Authorisation Workflow - Dual Approval (Manager & Admins)Enable two-step approval for event requests with the dual authorisation workflow.
Event Authorisation Workflow - Dual Approval (Manager & Other)Enable a two-step approval for event requests with the dual authorisation workflow.
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
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.
Expense Requests on Web app (Admin Approval)A customisable, web-based expense request workflow, separate to our AI expense feature.
Expense Requests on Web app (Manager Approval)A customisable, web-based expense request workflow, separate to our AI expense feature.