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Approvals

Available to: Managers, HR, and Admins

Review and process requests submitted by employees.

Viewing Pending Approvals​

  1. Go to Approvals in the sidebar (web) or Approvals tab (mobile).
  2. Pending requests are shown sorted by submission date (newest first).
  3. The badge count shows how many items need your attention.

What You See​

  • Managers — Requests from team members assigned to them
  • HR — All pending and in-review requests across the organization
  • Admins — All pending and in-review requests across the organization

Approving a Request​

  1. Click/tap on a request to see full details.
  2. Review the employee information, request details, and any attachments.
  3. Optionally add a comment.
  4. Click Approve.
  5. The employee is automatically notified.

Rejecting a Request​

  1. Open the request details.
  2. Enter a rejection reason (required).
  3. Optionally add additional comments.
  4. Click Reject.
  5. The employee is notified with the rejection reason.

Multi-Stage Approval Workflows​

If your organization has configured workflows, requests may go through multiple approval stages:

Sequential Workflows​

Approvers act one after another in order:

  1. Stage 1 (e.g., Direct Manager) reviews first
  2. Once approved, Stage 2 (e.g., HR) receives the request
  3. Continues until all stages are complete

Parallel Workflows​

All approvers at all stages can act simultaneously. The request is approved when all required stages have at least one approval.

Workflow Progress​

  • A progress indicator shows the current stage
  • Each stage shows the approver(s) and their decision
  • Green = Approved, Red = Rejected, Yellow = Pending

Approval Filtering​

Filter the approvals list by status:

FilterShows
AllAll requests you can review
PendingAwaiting your action
ApprovedPreviously approved by you
RejectedPreviously rejected by you
In ReviewCurrently being reviewed in the workflow

Escalation​

If configured, overdue approvals may be automatically:

  • Escalated to the next level
  • Auto-approved after a deadline
  • Flagged for attention