Build approval workflows
Decide who signs off requests, and in what order.
For: Owners & admins · Category: Company setup (owners)
Approval workflows let you set the rules once. Build single or multi-step chains for different request types, and every matching request follows them automatically - routing to the next approver as each one decides.
Steps
- Open the Approval Workflow tab - Go to Settings -> Approval Workflow.
- Choose the request type - Pick which kind of request this workflow is for: Leave, Expense, Resignation, Reward or Other. Each type can have its own chain.
- Create a workflow - If no workflow exists for that type yet, click "Create workflow" to start one.
- Add steps - For each step, choose who approves: Reporting Manager (the requester's direct manager), Department Head (the manager of the requester's department), a specific Role (owner, admin, HR or manager), or a Specific Employee (a named person). Each type is explained in plain language on screen.
- Set optional details - Give each step an optional custom label and an amount threshold (the step only activates above that amount).
- Reorder and remove - Use the up/down arrows to change the order, or the trash icon to remove a step.
- Preview the chain - The right-hand panel shows a live preview of how the chain looks. An "Unsaved changes" badge appears until you save.
- Save the workflow - Click Save to apply. New requests of that type follow this chain from now on.
Tips
- A request only completes once every step in the chain approves it.
- Setting a clear reporting manager on each employee makes "Reporting Manager" and "Department Head" steps route correctly.
- If no workflow is configured for a request type, requests fall back to single-step approval by the reporting manager.
- Consecutive duplicate approvers are automatically removed, and an employee cannot approve their own request.