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General about approval
Navigate to Accounts > Approval to approve
Under the menu item "Approval", as an approver you can see all relevant information about the employee's submitted driving account and choose to approve or reject accounts.
If you press the + sign, you will be able to see which specific drives are involved.
The approver can choose to reject or approve a single trip in a submitted account, but must then approve the rest of the account before the approver can continue with the next account.
To decline a trip, it is required to write a comment with a reason. This justification is sent to the employee in an email.
If you, as an approver, experience a yellow warning triangle, this indicates that there are submitted drives where the distance has been changed compared to what was originally saved.
Approval overview (archive)
Navigate to Accounts > Approval summary
Here you can choose between seeing 4 different overviews.
- Trips and receipts not sent for approval
- Awaiting approval
- Approved accounts
- Completed accounts
Put the approval flow you need to see and press Apply to form a list under the blue header bar. All approvers can only see the departments/employees for which they are assigned approvers, so if an employee is missing from the overview, it may be because the person needs to be assigned an approver or has been assigned the wrong approver.
See this guide on how the system administrator can customize approvers for employees.
Set up a custom approval flow
If you would like to have more steps in your approval process so that there is more than 1 approver and possibly more than one approval round, you can structure it exactly as you want with an approval flow.
Here's how:
1. Go to System Setup > Employees and make sure that all the right employees have approval rights.
2. Navigate to System Setup > Approval > Approval Groups and create the groups you need if there are people who would like to share the approval task for some employees. You can decide for yourself whether everyone in the group should approve when a user submits or it should only be one of the approvers.
3. Navigate to System Setup > Approval > Approval Flow and set up the steps you want. For example, you can have that when approver 1 has approved, it must be passed on to approver 2. and when approver two has approved, it must be passed on to approver 3, etc.
In the example below, specific approvers are combined with approver groups.