Approval processes
An approval process is a set of steps or procedures that are followed to review, authorize, and sanction a request, document, or transaction. Approval processes are used in various business contexts to ensure that decisions are made systematically, consistently, and in accordance with established rules or guidelines.
In an approval process, a request is typically submitted by an individual or department, and then reviewed and approved by one or more authorized approvers based on predefined criteria. The approvers may be required to evaluate the request, provide feedback or additional information, and make a decision to approve, reject, or escalate the request.
Approval processes can be manual, where requests are reviewed and approved by individuals, or automated, where requests are routed and processed electronically through a workflow system. Automated approval processes are often used for efficiency and to ensure compliance with regulatory requirements.
Examples of approval processes in Payroll include:
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Leave approvals. Employees request time off, which is then reviewed and approved by their supervisor or manager based on staffing needs and other factors.
In this section:
Can I change an approval process name?
How do I add an approval process?
How do I add approval types to an approval process?
How do I remove an approval process?
How do I approve an item in lieu of the assigned approver?\
Can I change the approval step order?
How do I add an approval step?
How do I add approvers to an approval step?
How do I remove an approval step from an approval process?
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