Approval flows make it easy to streamline and organise the way employee requests are reviewed and approved. Whether it’s time off, expenses, or timesheet validation, you can assign the right approvers, create a two-stage process, and select final approvers to ensure every request is handled efficiently and transparently. Set up your approval flows to save time, reduce errors, and give your team clarity on who is responsible for approvals at every step—empowering managers and employees alike to stay on track.
📌 Note: Only administrators can manage approval flows. Learn more about user roles in User roles and access levels.
How to create an approval flow
Click + Add approval flow.
Enter a descriptive name for the flow and click Next.
Choose one or more types of requests to include in this flow:
Time off requests
Expenses
Timesheet validations
Click Next to continue.
Select the employees who will approve requests. If applicable, enable a final approver (second stage) to review after the initial approvals.
Example: Team leads are the initial approvers, and the head of the department is the final approver.
Select the employees whose requests will go through this approval flow.
Click Save approval flow to finalise.
📌 Note: If a second stage is activated, all requests must be approved by both the initial approvers and the final approver. It is not an either/or situation.
Default approval flow
The default approval flow applies to all employee requests—such as time off, expenses, and timesheet validations—that are not covered by any other approval flow. It cannot be edited or deleted.
Settings
Open the Approval Flows settings by navigating to Settings → General → Approval flows. From here you can perform the following actions:
Summary
View the selected approval types, assigned approvers, and employees included in the approval flow.
Approval types
Select or change which requests should be approved within this flow, such as time off, expenses, or timesheet validation.
Approvers
Assign or edit approvers for the approval flow.
Optionally, activate a second approval step with final approvers.
Assigned
Add or remove employees whose requests will be handled by this flow.
Manage
Edit the name of the approval flow. Each name must be unique and can be updated at any time.
Delete an approval flow if needed — all assigned employees will revert to the default approval flow.
