The Approval Routes page defines approval processes in your company. An approval route refers to a specific sequence of approval steps. Each step requires one or more approvers to approve that step.
You can define an unlimited number of routes. Each route can have any number of approval steps.
Modified routes only impact new employee actions, not those already in-route.
Designated approvers get notified by email and the internal messaging system.
Recursive approvals can be forwarded from one supervisor to the next, ascending the levels of the organizational chart, for the number of levels you specify.
Approving Timesheets and Expense Reports
Submitted time-sheets and expense-sheets can be managed using approval routes. Each employee's My Approvals page in the Home module displays the timesheets and expense sheets waiting for their approval. If an expense report is submitted and the approval route split, the report is split into sub reports, one for each project manager approver.
For projects, approval routes are assigned at the project-level. Each project may have its own unique approval route to follow. If no route is assigned to a project, it defaults to auto-approval. Default approval routes for timesheets and expense reports are assigned to Projects using the Admin > My Company > Company Settings > Project tab.
Default approval routes for timesheets and expense reports are assigned to tickets using the Admin > My Company > Company Settings > Service Desk tab.
Default approval routes for timesheets and expense reports are assigned to administrative work using the Admin > My Company > Administrative Work tab.
Creating New Approval Routes
Select the Admin > Business Process > Approval Routes page.
Click New.
Enter the following header fields:
Route Name - The name of the approval route.
Route Description - A one line description of the approval route.
Active - Yes
Click Save. A new Steps section displays below the header fields.
Click Add Step.
Enter the following step fields:
Step Name - The name of the step.
Pick Step Type - The person approving this step.
Specific Person(s) - A specific employee. Select one or more people from a drop-down list.
Manager of Submitter - The manager of the employee. Managers of employees are specified in the HR module.
Project Manager - The manager of a project. Project managers are specified in the Projects module.
Recursive Approval - Approvals are forwarded from one supervisor to the next, ascending the levels of the organizational chart, for the number of levels you specify.
Repeat steps 4 and 5 to add as many additional approval steps as your approval process requires.
