To create an approval process for the requests, go to Request > Approval Process from the homepage.
You can start the approval workflow by clicking on the "Add" button in the upper right corner.
Step 1:
You can start the workflow by selecting the request types to which the approval process will be added.
If each request type will have a different workflow, a separate approval process must be created for each request type.
Step 2:
You can proceed with the approval steps by entering the personnel information in the approval process. While selecting personnel, you can filter by a specific position or department to identify the employees to whom you will assign responsibility.
For a multi-step approval process, click the "Next" button. If it is a single-step workflow, you can complete the process by clicking "Save."
In the personnel field, you can enter information for one or more employees.
Step 3:
After one of the selected individuals in the first stage of the approval process gives approval, the process moves to the second stage. In this stage, you can also identify the individuals to whom responsibility will be assigned by filtering by department and position.
Once the responsible employees are selected, you can proceed to the third approval step by clicking "Next."
If the workflow will be two stages, you can complete the approval process by clicking "Save."
Step 4:
The approval workflow can consist of three steps.
In the final step, you can complete the approval process by entering the employee to whom responsibility will be assigned.
If the manager field is marked, the approval will be routed to the manager assigned to the employees within Teamso.