Request Approval Rules

Updated At: 2021-10-19

Only Owners can manage Approval Rules.

You can arrange different types of requests to be approved in specific rules.

  • For Different Types Of Requests
    e.g. Create Shifts Request, Edit Shift Request, etc.
  • For Request Tags
    e.g. Only 1 approval for default approval setting, but 2 approvals for ‘Overtime Work’ request tag
  • For Specific Location And Position
    e.g. Employees with the staff position require 2 approvals for editing shifts

 Note

Before setting approval rules, make sure to check if each request feature is set to use from Company Settings - Request.




Contents

  1. ① Single Approval Rules
  2. ② Sequential Approval Rules
  3. ③ Additional Approval Settings For Request Tags
  4. ④ Specific Settings For Team/Location And Position
  5. ⑤ Advanced Settings
  6. ⑥ Additional Approval Settings For Leave Types




Approval Rules Settings

Go to Manage > Approval Rules from the menu in Web Manager Mode. In this page, you can edit or add new approval rules for your workplace. Please note that Default request approval rules(applicable to all teams/locations and positions) cannot be deleted. web_approvalRulesPage

① Single Approval Rules

Select the minimum number of approvals required to approve the request.

The minimum number of required approvals for Additional Approval Settings is set accordingly to the default approval setting. You can customize the additional approval settings.

  • e.g. Create Shifts Request : 1 approval for default approval setting → 2 approvals for additional approval settings


• Single Approval Rules : Mobile Request Screen

If only 1 approval is required for the request, select the approver from the list and send the request.
You can check your request and approval status from Home > My Requests > Manage Requests.

② Sequential Approval Rules

Select the number of Approval Steps required to approve the request.

Approval Steps can be set up to 4 steps. You can also adjust the minimum number of required approvals per each step. Required approval steps for Additional Approval Settings is set accordingly to the default approval setting.
You can adjust the additional approval settings the way you want.

  • e.g. Create Shifts Request : 1 approval step for default approval setting → 2 approval steps for additional approval settings



• Sequential Approval Rules : Mobile Request Screen

If multiple approval steps are required, select the approvers for each step from the list and send the request.

Please note that the request can be proceeded to the next step, only when the previous approval step is completed.

  • You can't select the same approver in different steps.
  • You can check your request and approval status from Home > My Requests > Manage Requests.

③ Additional Approval Settings For Request Tags

You can adjust the number of required approvals and approval steps for Specific Request Tags from additional approval settings.

For example, you can set to use only 1 approval step for the default approval setting and 2 approval steps for specific request tags.

  • Default Approval Setting For ‘Create Shifts’ Request : Only 1 approval step is required.
  • For Overtime Work : 2 approval steps are required.
  • For Holiday Work : 3 approval steps are required.


• Request Tags : Mobile Request Screen

When there are several request tags at your request, the number of required approvals and approval steps are automatically set to max among the approval rules.

Please note that the request can be proceeded to the next step, only when the previous approval step is completed.

  • You can't select the same approver in different steps.
  • You can check your request and approval status from Home > My Requests > Manage Requests.

④ Specific Settings For Team/Location And Position

You can add new approval rules applicable only to specific team/location and position.

In case employees in ‘Staff’ position need 2 approvals when ‘Creating Shift Request’,

STEP 1 ) Click Add Approval Rule button in the upper right corner and select ‘Create Shifts’ from the request type.
STEP 2 ) Select ‘Staff’ from the position.
STEP 3 ) From the default approval setting, select ‘2 approvals’ for the 1 approval step.

⑤ Advanced Settings

For Create Shifts Request and Edit Shift Request, you can adjust the standard calculation setting for the overtime/maximum work tag.

  • For Overtime Work Tag : When sending ‘Create/Edit shifts request’, you can select the standard of overtime work calculation based on Scheduled Hours or Scheduled Paid Hours.

  • For Maximum Work Tag : When sending ‘Create/Edit shifts request’, you can select the standard of maximum work calculation based on Scheduled Hours or Scheduled Paid Hours.

  Default Tag Settings

• Overtime work is calculated based on 'Scheduled Paid Hours'
• Maximum work is calculated based on 'Scheduled Hours'

⑥ Additional Approval Settings For Leave Types

For Leave Request, you can set different approval rules for each leave type.

For instance, only 1 approval is needed for creating a leave request.
But you can set additional rules to require 2 approvals when creating a leave request using Certain Leave Types.

Need more help?

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