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How to Set Approval Process?

A standardized approval process helps in stabilizing your company's internal workflows.

Written by Josephine

You can customise approver for employee's leave application or overtime compensation application. Employee Information in Approval Process means applications from these employees in different location/position/department can be approved by one/multiple approvers in sequence.

Example 1

HR A can approve leave application of all employees of Engineering Department in Lee Garden Three and Twistter Li of Product Department in Central.

Example 2

Karl and Josephine can approve leave application of employees of Marketing Department in HK Office - Lee Garden Three. Karl will approve first, and then pass to Josephine.

Step 1

Go to Settings > Approval Process

Step 2

Select Leave in Approval Type

Step 3

Click on Add

Repeat the steps above to add Josephine as designated approvers, but select 2 in sequence.

Step 4

View and click on Finish

⚠️ 1 is the first approver, 2 is the second one.

Apply Leave on Workstem One App:

  • If employee doesn't select new approver, the approval process will follow the above steps;

  • If employee selects new approvers, then approval process will follow the above steps first, then pass to new people.

For example, add Claire Lin and Eric Coke as new approvers:

Step 1

Open Workstem One App > Tap Apply for leave

Step 2

Select new approvers

Step 3

The sequence is from left to right

The final sequence:Karl > Josephine > Claire > Eric

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