There may be times when you may need to set up multi-authorisation workflows in PeopleHR, for example, if the main approver is on holiday and you need someone to approve requests on their behalf.
To do this, follow the steps in each of the sections below.
📌Note: To do this, you need to be an admin and have an authorisation workflow licence. This also only applies to new requests made after you've set this up.
Create an approval rule
First, you need to create the approval rule.
Click Access Button
then click HR Admin.
Click Settings then click Authorisations.
Click the + icon then select In Use.
Enter a name for the rule.
From the Transaction drop-down menu, select the relevant transaction.
From the Submitted by drop-down menu, select the relevant user.
Under Approvers, add or remove the relevant users.
Click Save then select the relevant option:
Any approver may authorise.
All approvers must authorise.
All approvers must authorise in a specific order.
Click Save.
Assign the rule to employees
Once you've created the rule, you need to assign it to the relevant employees.
Click the eye icon then apply any of the following filters:
Companies
Locations
Departments
Job role
Employment type
📌Note: If you don't apply filters, the rule automatically applies to all employees.
Include or exclude the relevant employees.
Click Test Rule then check the list of employess.
Click Save.
Check existing authorisation rules
Once you've assigned the rule to the relevant employees, you need to check any existing authorisation rules.
Click Access Button
Click Settings then click Authorisations.
From the Transactions drop-down menu, select the relevant option:
Holiday requests.
Other event requests per individual reason.
Timesheet requests.
Assignment requests.
Logbook requests.
Expense requests.
Click the role then select In Use.
Click Save then select the relevant option:
Check conflicts: Check if any employees are already linked to one or more authorisation rule.
No rules assigned: Check if any employees aren't linked to an authorisation rule.
2nd line approval: Allow the manager of the employee's manager to review and authorise requests on the approver's behalf. If you turn this on, it applies to all rules.