Adding/editing approval process
Go to Configuration → Approval process → Add new approval process or edit the existing one:
Adding employees list
Select employees that should be assigned to this approval flow:
Defining the approval process
You can define the type of approval: automatic or with specific steps. If the approval flow should go according to the approval steps, we need to define:
1. Approval steps
We can add one or several approval steps, specifying one or more approvers in each. If there are several approvers at one approval step, only one of them needs to accept the request (parallel permissions).
The approver can be:
any person from the employee list
team, e.g. HR team, Management
You can set up either one person or many employees as a multi-approval.
2. Substitute approval
This option enables approving requests while the original approver is currently absent.
3. Notification after final approval
Here, you can choose who will be notified via email about the finally approved request. You can select a particular employee or the whole team to be notified.
4. Add alternative process
You can define an alternative process with completely different approval settings. The alternative process is applicable only to a particular absence type.