Admin - How to Create Multi-level Approvals

Approval chains can now be set up directly within each module's settings page. For example:

Where to find it Settings → Expenses or Time Off → Approvals

Steps

1. Go to Settings and open Expenses or Time Off

2. Under Approvals, select Edit to update an existing chain or Add approver to create one

3. For each step, choose an approver:

   • Line manager: resolved at the time of request based on the org chart

   • Role: resolved at the time of request based on the org chart

   • Specific team member: a fixed person, regardless of org chart

4. Adjust the order by dragging steps up or down

5. Add or remove steps as needed

6. Select Save

What happens next

The approval chain applies to all new expense or time off submissions. Existing submissions are not affected.