⚙️ Admin & PlatformFor: Admin
Set up approval workflows
Configure multi-level approval chains per module, with delegation and escalation.
The workflow engine decides who must approve what, and in what order.
Configure a workflow
- 1Go to App → Settings → Workflows.
- 2Pick a module (leave, expense, travel, salary revision, payroll, generic request).
- 3Define multi-level steps — each step can target the employee's manager, a role, or a specific user.
- 4Add amount-based routing where relevant (e.g. expenses over a threshold escalate to finance).
Keep it flowing
- Approvers act from their My approvals inbox.
- Delegation reroutes during out-of-office windows; configure SLA escalation so nothing stalls.
Tip: Start simple (single manager step) and add levels as your governance needs grow.
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Related guides
Approve requests (manager)Action leave, attendance regularization and other requests from one approvals inbox.RBAC & custom rolesUse the four base roles or build granular custom roles from the permission matrix.Payroll run approval workflowMove a run through DRAFT → PROCESSED → APPROVED → PAID with approver and timestamp captured.