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How to configure an approval flow?

The approval process is where we determine who accepts requests.

Kamil Wojewoda avatar
Written by Kamil Wojewoda
Updated over 3 months ago

Adding/editing approval process

Go to Configuration โ†’ Approval process โ†’ Add new approval process or edit the existing one:

Adding employees list

Select employees that should be assigned to this approval flow:

Defining the approval process

You can define the type of approval: automatic or with specific steps. If the approval flow should go according to the approval steps, we need to define:


1. Approval steps

You can add one or several approval steps. In each step, you can assign one or multiple approvers. If a step includes more than one approver, all of them will receive a notification about the request; however, it is not required for everyone to approve it - approval from just one person in that group is sufficient.

The approver can be:

You can set up either one person or many employees as a multi-approval.


2. Substitute approval

This option enables approving requests while the original approver is currently absent.
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3. Notification after final approval

Here, you can choose who will be notified via email about the finally approved request. You can select a particular employee or the whole team to be notified.
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4. Add alternative process

You can define an alternative process with completely different approval settings. The alternative process is applicable only to a particular absence type.

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