Skip to content

Approval Process

When an employee creates a booking that contains a booking type with approval, the approval process will be started.

The approval process will also be started when the employee trys to delete an already approved booking.

Approval requests will be send to every superior of the employees team.

Every superior will find his approval request in his inbox.

Inbox

Inbox

Overview of the inbox:

  1. Element "Filter": The table can be filtered by entering a search text. If you enter "schmitz", all lines containing the term "schmitz" are displayed. Upper and lower case are ignored.
  2. Element "Update": This button will update the lines of the inbox.
  3. Element "Inbox": This table contains all lines. To edit or view a line you must click on the line.

Request

Inbox

Overview of the request:

  1. Element "Booking": Contains the booking that is linked to this request.
  2. Element "Decision": Contains the decision for this request (Must be selected)
  3. Element "Comment": Contains an optional comment.
  4. Element "Change log": This area will show the change log for this request.

Process

The approval process will contain different steps, depending on the selected "approval process" for the booking type of the booking:

1-Step

  1. An employee saves a booking with a booking type that needs approval.
  2. Requests for Approval are sent to every superior of the employee. The superiors are determined in stages:
    1. The users in the "Superiors" field of the employee receive the request.
    2. If the "Supervisor" field of the employee is empty, the users in the "Superiors" field in the employee's team will receive the request.
    3. If the employee is not assigned to a team or the team has no superiors, all users with the "Admin" role receive the request.
  3. One of the superiors approves the request.
  4. The booking will be set to the state "approved".

2-Step (Superior)

  1. An employee saves a booking with a booking type that needs approval.
  2. Requests for Approval are sent to every superior of the employee. The superiors are determined in stages:
    1. The users in the "Superiors" field of the employee receive the request.
    2. If the "Supervisor" field of the employee is empty, the users in the "Superiors" field in the employee's team will receive the request.
    3. If the employee is not assigned to a team or the team has no superiors, all users with the "Admin" role receive the request.
  3. One of the superiors approves the request.
  4. Requests for Approval are sent to every superior of the approver. The superiors are determined in stages:
    1. The users in the "Superiors" field of the employee receive the request.
    2. If the "Supervisor" field of the employee is empty, the users in the "Superiors" field in the employee's team will receive the request.
    3. If the employee is not assigned to a team or the team has no superiors, all users with the "Admin" role receive the request.
  5. One of the superiors approves the request.
  6. The booking will be set to the state "approved".

2-Step (List of employees)

  1. An employee saves a booking with a booking type that needs approval.
  2. Requests for Approval are sent to every superior of the employee. The superiors are determined in stages:
    1. The users in the "Superiors" field of the employee receive the request.
    2. If the "Supervisor" field of the employee is empty, the users in the "Superiors" field in the employee's team will receive the request.
    3. If the employee is not assigned to a team or the team has no superiors, all users with the "Admin" role receive the request.
  3. One of the superiors approves the request.
  4. Approval requests are sent to every employee in the "List of employees" defined in the booking type.
  5. One of the superiors approves the request.
  6. The booking will be set to the state "approved".

The approval process will also be used like this when an employee tries to delete an already approved booking.