Approval Management
Multi-level workflows with intelligent routing, exception handling, and delegation for streamlined approvals across your organization.
Approval Features
Multi-Level Approvals
Sequential L1, L2, and beyond with amount-based escalation
Smart Exceptions
Auto-skip self-approval, handle edge cases with fallback logic
Approver Management
Assign L1 and L2 approvers per user, delegate authority
Real-Time Notifications
Email alerts via Outlook integration for pending approvals
Separation of Duties
Prevent users from approving their own requests
Action Center
Centralized inbox for all pending approvals with one-click actions
Request Status Lifecycle
Submitted
Request submitted and ready for workflow routing
In Review
Routed to approvers with active approval steps
Pending Action
Awaiting required correction, additional info, or exception resolution
Approved
All approval levels completed; ready for processing
Completed
Request fulfilled and archived
Approval Processing Flow
Requester
Submit request with all required information
System
Validate, assign to workflow, create approval steps
System
Notify first approver
Approver
Review request, approve or request changes
Next Approver
Review and approve (if escalation triggered)
System
Notify approvers and requester of status
Finance
Final review and processing
Approval Delegation
Users can delegate their approval authority to another user for a defined period. When delegation is active, the delegate receives approval notifications and can act on behalf of the delegator.
Use Cases
- • Temporarily delegate approvals during vacation
- • Hand off responsibilities during sabbatical
- • Share approval load during peak periods