Approval Overview

The Approval Workflow module allows admins to design and automate approval cycles for different business processes such as Expenses, Leaves and Manual Timesheet Entry.

It helps ensure requests go through the right approval hierarchy before being approved.

Admins can:

Define approval rules based on parameters (like amount, type, or duration).

Configure multi-level approval chains (e.g., Reporting Manager → Team → Custom →Admin).

Automate approvals or rejections based on configuration.

Set default rules when no condition matches.

This feature enhances compliance, transparency, and efficiency in organizational workflows.

Custom Approval Workflow

This guide explains how Admins can create and configure a new approval cycle using the Custom Approval Workflow interface.

1. Accessing the Approval Workflow

Navigate to Admin Settings → Approval Workflow → New Approval Workflow.

Click + New Approval Workflow to begin creating a new workflow.

2. Approval Setup

Approval Module - Select the module for which you want to create an approval (e.g., Expense, Leave, Manual Timesheet Entry).

Approval Name - Enter a unique name for the workflow (e.g., Expense Approval – Level 1).

Applicable To Choose whether this workflow applies to all employees, Team, or selected members.

3. Configuration

Under Configuration, define the rules and approval structure.

Parameter

Select the key parameter that determines when the approval triggers (e.g., Expense Amount).

4. Condition

Define the logical condition:

is between

greater than

less than, etc.

5. Value From / Value To

Enter the numerical range that applies to your condition.

Example: Value From = 0, Value To = 5000

6. Approval Actions

Choose what should happen when a request meets the condition:

Auto Approval - Automatically approves requests within the set range.

Auto Reject - Automatically rejects requests that meet the condition.

Configure Approver(s) - Allows you to manually define one or more approvers.

7. Configuring Approvers

Choose the First Approver (e.g., Reporting Manager, Team).

Use the “+” icon to add additional approvers for multi-level approvals.

Use the “-” icon to remove any level of approval.

8. Default Rule

The Default section defines what happens when none of the set conditions are met.

You can choose:

Auto Approval

Auto Reject

Configure Approver(s) (e.g., fallback to Reporting Manager)

9. Saving the Workflow

After completing all configurations:

Click Save to finalize the workflow.

The created workflow will now appear under the Approval Workflow list and apply automatically to relevant requests.

Setting Up an Approval Workflow for Expense

How to configure Leave Aprroval?

Setting Up an Approval Workflow for Manual Entry

Updated on: 24/10/2025