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Best Practice: Special Approvals

In our Helpcenter article Best Practice: Standard Approvals, we showed you examples for standard approval processes.

In this article, we will show you common examples for special approvals. In order to configure special approvals, the corresponding employee filters are required. Learn more about this here. You can use special approvals to define exceptions from standard approval processes or to set up different approval process for specific groups of employees.

 

Best Practice 1: Special Approvals for Specific Groups of People

Standard approval via the supervisor and special approval for specific employee roles and departments.

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The requests from employees in the Customer Success department are received by all employees in the Department Manager role. Approval of a request by one person in the Department Manager role is sufficient. Since a department manager is also in the employee role Customer Success, a filter is required so that they themselves are excluded from the process. The approval process for the group and employee role Department Manager works the same way.
For all other employees, the standard approval process via their respective supervisor applies. Examples for this would be the absence types remote work or Paid vacation.

 

Best Practice 2: Special Approval for a Specific Person

Standard approval via the supervisor and special approval for a specific employee.

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The requests of the employee with the email address john@doe.com are received by all employees in the role Executive Management. Approval through one employee in that role is sufficient. An example would be if John Doe is a special case who has a supervisor, but any requests made by John Doe for absence types Business travel or Unpaid vacation must be approved by the CEO.
For all other employees, the standard approval process via their respective supervisor applies.

 

Best Practice 3: Two-Step Special Approval

Two-step standard approval via the supervisor and the HR Manager role and two-step special approval for the Customer Success department.

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For employees in the department and employee role Customer Success, a two-step approval process via a specific employee and the HR Manager applies. For all other employees, the two-step standard approval process via their supervisor and the HR Manager applies. This process could, for example, be used with the absence type Sickness.