Set up approval steps for a request
Send every request to the right people in the right order, ending with whoever signs off.
Before you get started
Account owners can set up approval steps.
You need a request template to add steps to. See Create a request template.
Add the steps
Open the request template, then select edit on the Approval flow card.
Add a step.
Choose how the step is decided:
Any of the following approvers, when one approval is enough.
All of the following approvers, when everyone must approve.
Add the approvers for that step.
Add more steps in the order they should happen, and drag them to reorder.
Save.
Every step needs at least one approver.
Choose the approvers
The approver list offers three kinds:
Manager, at the top of the list. This is the manager of the person the request is for, worked out when the step starts. For a request about no one, it's the requester's manager.
Any admin, in Any steps only. Any account owner can approve it.
A named person, such as your finance lead or CEO.
Because Manager is worked out when the step starts, a request that takes a while to reach that step goes to whoever is the manager by then.
An example
A common setup for approval to hire a new role:
Step | Decided by | Approvers |
|---|---|---|
1 | Any of the following approvers | Manager |
2 | Any of the following approvers | Finance lead |
3 | All of the following approvers | CEO |
The finance lead only sees the request once the manager has approved it, and the CEO only once finance has.
What approvers see
Approvers are told when their step starts, in their inbox and by email, and the request appears on their Home page under Your to-dos. Nobody is asked before their step. See Approve or reject a request.
If an approver can't be worked out when a step starts, for example the person has no manager, the request is still sent and an account owner can step in. See Fix a request that is stuck.
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You're All Done!
Your request now goes to the right approvers in order, and nobody is asked before it's their turn.
If you have any questions, please reach out to our support team at help@worknice.com or through the help section in Worknice.