Table of Contents
Introduction
You've been through it before. Every morning, you clear a mountain ⛰️ of emails and breathe a sigh of relief, only to return from lunch to a barrage of new requests sitting smugly in your inbox—most of which are competing for Weirdest Wording of the Week.
Here at Indigo, we know how overwhelming and tedious it can be to keep track of every step in processes that need your clearance. Whether it's simplifying how your employees make requests from management, or ensuring you see every request in good time, we've got the perfect tool that gathers all requests and approvals in one place without missing a beat—and without flooding 🌊 your inbox!
What is the Approval System?
The Approval System is aimed at handling any kind of request requiring approval throughout Indigo, like a one-stop shop. It functions per company rather than per tenant, which means each company can have its own rules and settings for any Indigo request that is processed through the Approval System.
💡 Note: currently, the Approval System takes care of Overtime requests and Expense requests approvals.
The Approval System is made up of four sections. Click on the links below to learn more about each section.
Accessing the Approval System
Once the Approval System has been set up, users can be given permissions to submit requests and—if they are team leaders, managers, or otherwise responsible for processing requests from other users—process requests. The very first permission needed to access the Approval System module is HR_ApprovalRequests.
Depending on the configuration of rules, approvers will automatically be able to process requests from those employees designated as subordinates in the Organisation Chart.
Overtime Request Permissions and Combinations
Permissions List
Permission | Description |
HR_OvertimeRequest | It provides access to the Overtime page. |
HR_ApplyForOvertime | It allows to submit an overtime request. |
HR_ApplyForOvertimeOnBehalfOf | It allows to apply for overtime on behalf of someone. |
🤔 Remember: for a user to be able to request Overtime, they must also have the checkbox 'Request Overtime' ticked in HR > Employees > Attendance Details. Ticking this checkbox will consume a license.
Combinations
Permissions | 'Requests Overtime' Checkbox | Access Given |
HR_ApprovalRequests HR_ApplyForOvertime | ✔️ | Can request only for themselves. |
HR_ApprovalRequests HR_ApplyForOvertime | ✔️ | Can request for themselves and others. |
HR_ApprovalRequests | ✔️ | Can request only for others. |
HR_ApprovalRequests | ✖️ | Cannot apply but can access; user can approve requests if specified by name or occupation in Rules. |
Expense Request Permissions and Combinations
Permissions List
Permission | Description |
HR_ExpenseRequest | Gives access to the Expense page. |
HR_ApplyForExpenses | Lets you submit an expense request. |
HR_ApplyForExpensesOnBehalfOf | Lets you submit expenses on behalf of someone. |
HR_ExpenseRequestSettings | Gives access to expense request settings. |
Combinations
Permissions | Access Given |
HR_ApprovalRequests HR_ApplyForExpenses | Can request only for themselves. |
HR_ApprovalRequests HR_ApplyForExpenses | Can request for themselves and others. |
HR_ApprovalRequests | Can request only for others. |
HR_ApprovalRequests | Cannot apply but can access; user can approve requests if specified by name or occupation in Rules. |
💡 Note: the Approval System is fully audited, ensuring that you can see the full history of each submitted request.
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