Create Custom Approval Routes
To set up Custom Field Based Approvals follow the stages in Custom Field Based Approval Overview.
Time and expense claims have a singular approval route. Additional Custom Field Approval Routes must be created to avoid an employee authorising their own time or expense claim.
1 — Create Standard Approval Route
The standard Approval Route is created to approve most employee requests. To create standard Approval Route:
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In Time & Expenses select Settings, then select Approval Routes.
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Select Add Approval Route, then select Details.
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Title the Approval Route, for example, Staff Member Approval Route.
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Select Add Approval Stage.
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Select the Approver Tags. For example, Headteacher.
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Select Done, then Save, to continue.
2 — Create Additional Approval Route
Multiple additional approval routes can be created. To create additional Approval Route:
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In Time & Expenses select Settings, then select Approval Routes.
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Select Add Approval Route, then select Details.
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Title the Approval Route, for example, Headteacher Approval Route.
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Select Add Approval Stage.
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Select the Approver Tags. For example, CEO.
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Select Done, then Save, to continue.
3 — Create Custom Field Based Approval Route
This stage must be done to complete the approval process.
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In Time & Expenses select Settings, then select Approval Routes.
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Select Add Approval Route, then select Details.
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Title the Approval Route, Custom Field Based Approval Route.
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Select Add Approval Stage.
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Select Custom Field-based Approval as the Approver Tags.
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Select Done, then Save, to continue.