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How to configure an approval flow?

The approval process is where we determine who accepts requests.

Kamil Wojewoda avatar
Written by Kamil Wojewoda
Updated this week

Adding/editing approval process

Go to ConfigurationApproval 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:

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.

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