To set up an approval process for expenses, navigate to Expenses > Approval Process from the homepage.
You can start the approval setup by clicking on the "Add" button in the upper right corner.
Step 1:
You can initiate the setup by selecting the department for which the approval process will be added.
A separate approval process is required for each department.
Step 2:
You can proceed with the approval steps by entering 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 responsibilities.
For a multi-step approval process, click the "Next" button. If it’s a single-step process, you can complete it by clicking "Save."
In the personnel section, you can enter information for one or more employees. When one of the employees added to the approval process gives their approval, the process will move to the second approval step.
Step 3:
After the selected individuals in the first stage of the approval process give their approval, the process moves to the second stage. From this area, you can also filter by department and position to identify the individuals to whom responsibilities will be assigned.
Once the employees to be assigned responsibilities are determined, you can proceed to the third approval step by clicking "Next."
If it will be a two-step process, you can complete the approval process by clicking "Save."
Step 4:
The approval setup can consist of three steps.
In the final step, you can complete the approval process by entering the employee to whom responsibilities will be assigned.
If the manager field is marked, the approval will go to the manager defined for the employees within Teamso.