Approval Matrix

My Team > Settings > Approval Matrix

The Approval Matrix allows you to create a set of designated approvers, making it easier to apply their approval to similar staff groups. 

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Approval Group

Use filters to identify employee groups who are eligible for the Approval Matrix application, such as Employment Type, Subsidiary, Department, Branch, or Group. 

You can select any of these choices. If you want to construct an approval matrix for a specific department, pick "Department" and leave the other fields blank.

Determine the appropriate approvers for each approval type:

Manager – direct manager

Delegate Approver – If the Approver is not available, they can approve in their place.

The Delegate Approver serves as Approvers' Representative. If the employee's Approver has a Delegate Approver, the request will be routed directly to them.

Requests will be routed to the Secondary Approver only after the Primary Approver has approved the event or if the Primary Parallel Approver has bypassed the request. Once Secondary Approved, it will proceed to Tertiary Approver. Requests will not be reflected until the last approver has approved them.

Primary Approvers – A primary approver must exist before any requests may be made. 

Parallel Approvers – Optionally, two approvers can be defined at the same step. 

Secondary Approvers – set only if applicable

Tertiary Approvers – set only if applicable

The Approval Matrix will not automatically apply to any of the groups you pick. The Approval Matrix must be applied to the Employee Team Organization manually or in bulk.