Step 8: Configure approval processes

Now that you have imported all the relevant data into Personio, your company-internal approval processes can be individually displayed for different areas. This is to ensure that a selected employee first has to agree before the final saving, for example absenteeism. Approval processes can be defined for:

  • Absence (e.g. for approving paid vacation leave)
  • Attendance (e.g. for revising the attendance of staff for example working students)
  • Personnel data (e.g. for approving adjustments to critical personnel-related information by the employee him or herself)

Please note for Step 8: Employees require at least the access right "Propose" for themselves ("Own") to make approval processes function properly.

Set any number of approval processes for the various areas. Go to Configure account > Approvals to apply your customized settings.

Approvals for all employees

By default, there is already an approval process "All", which applies to all employees and which can be added to individual approval steps by clicking on Approval step.

You can create a hierarchy of different approval types. The individual steps must then be processed from top to bottom and are only passed down a hierarchy level after approval by the respective person.

If you want to enable substitutive employees to make approvals, you can do so by specifying employee roles as depicted in step 1 in above image. 

Approvals for specific employees

Click on Add new ruleset to add an approval process for particular employees. Select an employee filter to define the employee group for which the approval process applies: 

If you have no defined employee filters yet, click on Manage employee filters. Use this to define the groups of employees for recurring approval processes.

Add a new filter and build your specifications to it by clicking on Edit and Add rule:

 

Define and apply the required approval steps as described above for your defined employee filters:

 

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