Setting Up Approval Workflows

Overview

Approval workflows ensure that timesheets, purchase orders, and other actions are reviewed before being finalised. Configure who can approve what based on roles and monetary thresholds.

Timesheet Approvals

1. Go to Settings → Approvals.
2. Enable Timesheet Approval.
3. Choose the approval mode: manager approval, self-approval, or no approval required.

When enabled, staff submit timesheets for review. Managers see pending approvals in their dashboard and can approve or reject with comments.

Purchase Order Approvals

1. Set PO approval thresholds per permission set.
2. Users can create POs up to their Create Limit without approval.
3. POs above the limit require approval from someone with a higher Approval Limit.
4. Users can also have individual override limits set on their profile.

ℹ️ Note: Approval limits cascade: user override → permission set limit → unlimited (if no limit is set).

Approval Events

All approval actions (approve, reject, override) are logged in the audit trail with the user, timestamp, and any comments provided.