Only Owner can manage Approval Rules. This feature is available starting from Standard plan.

You can arrange different types of requests to be approved in specific rules.

• For Different Types Of Requests
  e.g. Create Shifts Request, Edit Shift Request, etc.
• For Request Tags
  e.g. Only 1 approval for default approval setting, but 2 approvals for ‘Overtime Work’ request tag
• For Specific Team and Position
  e.g. Employees with the staff position require 2 approvals for editing shifts

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Contents

• ① Single Approval Rules
• ② Sequential Approval Rules
• ③ Additional Approval Settings For Request Tags
• ④ Specific Settings For Team/Location And Position
• Advanced Settings
• Additional Approval Settings
• Follow Settings

Approval Rules Settings

Go to Manage > Approval Rules from the menu in Web Manager Mode.

In this page, you can edit or add new approval rules for your workplace. You can also create a new approval rule applicable to specific teams and positions.

Below is an example of default settings in ‘Create Shift Request’ approval rule.

• Priority : Set a priority level of the rule. (e.g. Among 1 and 2, 1 is set as priority)
  Default priority setting for the ‘(Default) Approval Rule’ is set as 999.
  
• Scope : Specify the range of the Team/Position/Day of the rule. But, You cannot edit the basic settings of the scope in (Default) Approval Rules.
  
• Approval Settings : Set detailed settings of the rule. You can check the details in the following article below.
  

① Single Approval Rules

Select the minimum number of approvals required to approve the request.

The minimum number of required approvals for Additional Approval Settings is set accordingly to the default approval setting. You can customize the additional approval settings.

• e.g. Create Shifts Request : 1 approval for default approval setting → 2 approvals for additional approval settings
  
  
  

• Single Approval Rules : Mobile Request Screen

If only 1 approval is required for the request, select the approver from the list and send the request.
You can check your request and approval status from Home > My Requests > Manage Requests.

② Sequential Approval Rules

Select the number of Approval Steps required to approve the request.

Approval Steps can be set up to 4 steps. You can also adjust the minimum number of required approvals per each step. Required approval steps for Additional Approval Settings is set accordingly to the default approval setting.
You can adjust the additional approval settings the way you want.

• e.g. Create Shifts Request : 1 approval step for default approval setting → 2 approval steps for additional approval settings
  

• Sequential Approval Rules : Mobile Request Screen

If multiple approval steps are required, select the approvers for each step from the list and send the request.

Please note that the request can be proceeded to the next step, only when the previous approval step is completed.

• You can't select the same approver in different steps.
• You can check your request and approval status from Home > My Requests > Manage Requests.

③ Additional Approval Settings For Request Tags

You can adjust the number of required approvals and approval steps for Specific Request Tags from additional approval settings.

For example, you can set to use only 1 approval step for the default approval setting and 2 approval steps for specific request tags.

• Default Approval Setting For ‘Create Shifts’ Request : Only 1 approval step is required.
  
• For Overtime Work : 2 approval steps are required.
  
• For Holiday Work : 3 approval steps are required.

• Request Tags : Mobile Request Screen

When there are several request tags at your request, the number of required approvals and approval steps are automatically set to max among the approval rules.

Please note that the request can be proceeded to the next step, only when the previous approval step is completed.

• You can't select the same approver in different steps.
• You can check your request and approval status from Home > My Requests > Manage Requests.

④ Specific Settings For Team/Location And Position

You can add new approval rules applicable only to specific team/location and position.

In case employees in ‘Staff’ position need 2 approvals when ‘Creating Shift Request’,

STEP 1 ) Click Add Approval Rule button in the upper right corner and select ‘Create Shifts’ from the request type.
STEP 2 ) Select ‘Staff’ from the position.
STEP 3 ) From the default approval setting, select ‘2 approvals’ for the first approval step.

Advanced Settings

For Create Shifts Request and Edit Shift Request, you can adjust the standard calculation setting for the overtime/maximum work tag.

• Overtime Work Tag : When sending a request to ‘create/edit shift’, you can choose the criteria for attaching an overtime tag.
  (Scheduled Hours or Scheduled paid hours or Custom report column)
  

• Maximum Work Tag : When sending a request to ‘create/edit shift’, you can choose the criteria for calculating maximum work.
  (Scheduled Hours or Scheduled paid hours or Custom report column)
  

• Core Time : If ‘Core Time’ feature is set to use from Company Settings - Request, you can set the core time option for ‘Create/Edit Shift Request’.

Additional Approval Settings For Leave Types

① Enforce Note

If manager's approval is required, you can choose whether to require a note for the request.
If not required, uncheck the option to allow sending requests without a note.

② Request Confirmation Alert

You can choose to show a pop-up message at the last step of sending a request.
Enter a brief message to show in the confirmation alert.

• Example

• Shown in Mobile

③ Approval Confirmation Note

On the request approval screen, you can indicate what approvers must check before approving request.

• Example

④ Detailed Approval Settings for Deemed Work Shift Types

For Creating/Editing/Deleting Shift Request, you can set different approval rules for each type of deemed work.
(If you are using ‘deemed work’ feature in Company Settings - Shift.)

• Scope and Priority

For example, when creating a shift using the deemed work type, only one approval is required in the first approval step.
However, for a selected type (e.g. remote work), additional approval is required in the second approval step.

⑤ Additional Settings for Leave Requests

• Additional Detailed Settings
For Leave Requests, you can set different approval rules for each leave type.

For instance, only 1 approval is needed for creating a leave request.
But you can set to require 2 approvals for creating a past leave request using the selected Leave Types.

• Overtime Paid Request Tag

When using ‘paid leave hours’, scheduled paid hours(Shift Hours + Paid Leave Hours) can exceed the contractual working hours.
In this case, you can choose to apply the approval rule for leave requests with "#Overtime Paid' request tag.

Follow Settings

When sending a request, you can specify which positions are allowed to be followed (c.c).
• When setting a Specific Position : Only employees with that position can be selected as follower.
• When setting a All Positions : All employees can be selected as follower, regardless of their positions.

For example, if you set the ‘Team Leader’ position, only employees with this position can be selected as follower.
If there is a follower, you must select at least one follower to send a request.

When the manager approves your request, your follower will receive an email notifying them of your request.
You can check your followed requests from Requests > Request Filter > Followed Requests, and you can also check it on your mobile.