Table of Contents
Introduction
When creating rules in Approval System > Overtime or Expenses > Rules, you need to set up the Approvers section.
While the Auto Approve and Auto Reject options are straightforward, the Configure option includes two approval methods that require further setup: Approved in Sequence and Approved by Priority.
Below are the steps to configure these approval methods and complete the setup of your rule.
Approved in Sequence
This option lets you configure the approval sequence for requests. A minimum of two approver entries is required. To set it up:
Select 'Configure' in the top right corner and then Approved in sequence from the radio button options.
Use the circled plus button at the far right to add all the needed lines.
Select Set Sequence button to open the drawer.
Drag and drop the approver entries using the handle icon on the right to arrange them in the required order.
Click on Set sequence to confirm your choice.
Approved by Priority
This option lets you assign a priority order to approvers. The approval process will follow the priority order defined here. A minimum of two approver entries is required. To set it up:
Select 'Configure' in the top right corner and then Approved by Priority from the radio button options.
Use the circled plus button at the far right to add all the required lines.
Select the Set Priority button to open the drawer.
Drag and drop the approver entries using the handle icon on the right to arrange them in the required order.
Click on Set Priority to confirm your choice.
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Creating Rules in the Approval System