This article explains how to use the new Approvals dashboard in Personio. The dashboard gives Administrators a single place to view and diagnose all approval requests across Time off, Attendance, and Employee Data changes, so you can spot and resolve issues without switching between multiple tabs.
This makes it easier to troubleshoot approval-related issues. It gives you a clear picture of what happened, who received requests, and why each approval was triggered.
The Approvals dashboard is available to Administrators. To turn on the beta, go to Automations and switch on the Approvals Dashboard toggle. This enables the feature for all Admins in your account. Your participation helps us to gather feedback and improve functionality before a wider release.
Main features
- List of all approval requests in one place: The Approvals dashboard shows all approval requests across your company in one searchable, filterable table.
- Review an approval's full history: Each approval request has a detail view showing its complete timeline - from the initial submission through every step of the approval chain.
- Track approval status at a glance: The dashboard shows the current status of each approval request and whether it's in progress, auto-approved, approved, or rejected.
Before you start
- Only Administrators can opt in to the new Approvals dashboard experience. This enables the dashboard for all Admins in your account.
- During the beta, you can switch between the old and new experiences. After that, the new version becomes the standard for everyone.
Access the Approvals dashboard
To open the approvals dashboard, go to Automations > Approvals Activity tab.
The dashboard shows a table of all approval requests across your organization. For each request, you can see the affected person, initiator, request type, current status, assignees, and the date it was triggered.
Filter and find approval requests
Use the filters at the top of the table to narrow your results by Employee, Date, Status of the approval, and Approval type. Follow these steps:
- Go to Automations > Approvals Activity tab.
- Click Filter and select your preferred options to refine the tables results.
Click the Dates to select a timeframe in which the approval you’re looking for triggered.
Review an approval's details
To see more details about an approval in the dashboard, follow these steps:
- Go to Automations > Approvals activity tab.
- Click an approval in the table to open its detail view.
The detail view shows:
- The current status of the approval request.
- An overview including the affected person, approval type, initiator, and date triggered.
- Request details: the specific changes that were requested.
- Delegation: whether delegation is in place and under what circumstances.
- Timeline: the full chain of events from submission to completion, including who submitted the request and where it currently sits.
- Reassignment: whether the approval rule was broken and who the request was rerouted to (usually an Administrator).
- If the approval was assigned to a role, you can see the role and the person within it who approved the request.
From the detail view, you can also:
- Click any person's name to go to their employee profile.
- Open any documents attached to the request, such as a Time off certificate.
- Open the specific workflow or approval ruleset that triggered. This shows a historical snapshot of how it was configured at the time.
Limitations
- The Approvals Dashboard is read-only: you can't approve or reject requests from the dashboard.
- Delegation and rerouting events are visible in the timeline. Re-triggering is visible if the approval chain changes, but is collapsed by default.
The Approvals dashboard doesn't replace the Activity tab. Both remain available during the beta. You can read more about the Activity tab in the Overview of the Automations area article.
FAQ
Who has access to the Approvals dashboard? Do all Admins have access by default?
All Admins have access to the Approvals dashboard by default. To grant access to other roles, enable the Custom Workflows > Monitoring Workflows permission. Find out more about access to the Automations area.