This article describes how to configure a special approval process (ruleset) in two steps. More comprehensive information about approvals, including standard approvals, can be found here.
Use rulesets to define an exception from the standard approval process or to set up different approval processes for specific employee groups. To configure approval processes, navigate to Settings> Approvals. Here, you will be able to see all the areas for which you can define an individual approval process.
1. Configuring Employee Filters
First, navigate to the desired tab and define the employees for whom the ruleset is to apply. To do this, go to Manage Employee Filter. Create a new employee filter by selecting Add new Filter and then clicking on the plus symbol. Define the desired filter criteria using Add Rule and save the settings as soon as you have selected all required criteria.
For all employees who do not meet the defined criteria, the standard approval process will automatically go into effect.
To avoid errors when creating employee filters and rulesets, please note the following:
- At least one rule must be defined for each employee filter
- An employee filter cannot store more than one equals rules for the same attribute. This is because filter criteria are always linked by AND-logic, so that the filter will only be applied to employees who meet all of the criteria entered. For example, if the rules in an employee filter are Department equals Marketing and Department equals Sales, Personio would search for all employees who are in both the Marketing Department AND in the Sales Department.
- Within an approval area, there can be no overlap between multiple employee filters or rulesets. Each employee may only be subject to one ruleset.
You want to set up a special, non-standard approval process for leave requests for all Marketing Department employees. You would therefore create a ruleset for the filter Department equals Marketing (shown in blue in the example below).
You additionally want to define a dedicated process for employees at the New York office by setting up another ruleset. Do this by defining a ruleset for the filter Office equals New York (shown in white in the example below).
This combination creates a problem, though, in that the employees of the Marketing Department in New York are now included in two different filters. Personio can therefore not assign a unique approval process and therefore falls back to the standard process. Please ensure, therefore, that you always create an approval process for the standard setting.
2. Defining Rulesets
Now create a ruleset process for each configured employee filter. To do this, select Back to Approval Rules, click on Add new Ruleset, select the desired employee filter, and click on Add. To define the approval process, go to Add Approval Step.
Choose from the following four options to create approvers:
- Supervisor: The supervisor for each employee. Personio will select the employee who is defined as the supervisor in the requester’s employee profile.
- Supervisor's Supervisor: The next-level supervisor shown on the organizational chart.
- Employee in Role: The employee(s) that have been assigned to a particular role. Note: All those assigned this role receive the request for approval, however, it only needs to be accepted or rejected by one person in the role.
- Specific Employee: The employee responsible for approval can be directly selected.
If you need to define another step for your process, re-select Add Approval Step.
Once you have created all the required approval steps, save your entries.
Please note that the approval process will only go into effect if the requesting employee does not have editing rights for the absence type selected. The approver only needs to have viewing rights for the requester’s absence calendar.
Click here for further details regarding roles and access rights.
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