Approvals and requests
File requests, decide on them, and set the approval chain for each type.
File a request
Go to Approvals & Requests and choose New request: expense, overtime, missing punch, general request, vacation resumption, letter and more. The form shows the approval chain the request will go through.
Decide
- The Approvals tab lists what waits for you. Filter, tick several and approve them together.
- My requests shows where each of your requests stands.
- Team requests shows your team's requests.
Set up the chain
Under System preferences → Administrative setup:
- Approvals: the chain of steps for each request type.
- Approval templates: which employees a chain applies to, skipping an approver after a delay, who is notified, and who may override.
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