Set up approval routes
Every request goes to the right approvers, in the order of its layers.
Before you start
- Access to manage approval routes.
- Approvers who are active employees. For a team route, create the team first in the Organization tab.
Steps
Step 1: Open the Approval Routes tab
In People & Access, open the Approval Routes tab and click Configure route.
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The Approval Routes tab with the routes and the Configure route button.
Step 2: Choose the scope and workflow
Under Route scope, choose By employee, Team default or Tenant fallback for the whole company. Pick the employee or team, then Choose workflow, for example Purchase Order, and set Effective from.
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The Configure approval route dialog with Route scope, the workflow choice and the Effective from date.
Step 3: Add an approver per layer
Under Ordered approval layers, click Add active approver for each layer. Layers can be moved up and down.
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The ordered approval layers with the Layer 1 and Layer 2 approvers.
Step 4: Preview, then confirm
Click Preview route to check it, then click Confirm route. Finday shows Route confirmed.
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The approval route preview with the Confirm route button.
When you are done
- New requests follow the route from its Effective from date. Requests already waiting are not reassigned.
- A request goes to the Layer 1 approver, then to the next layer once approved.
Common problems
Purchases are approved straight away with no approver
New companies use a fallback route marked No approval required · automatic audited approval for purchases, advances and claims. Set up a route if you want an approver.
Employees cannot submit time off or overtime
Time off and overtime have no route in a new company. Check the Missing routes tab and create them.
A message says the employee is their own approver
An employee cannot approve their own requests. Choose another approver for that layer.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.