Set who approves what

Every kind of request - leave, timesheets, expense claims, advances, purchases, payments and more - has its own approval rules. TinERP's defaults work from day one; change them when your policy is different.

1. 1

   Choose a kind of request

   Go to Organization → Approval workflows and pick a kind of request on the left. Kinds that belong to modules outside your plan are listed separately.

   Rules are checked from the top: the first rule whose conditions match a request decides who approves it. The chips under the title show what rules can check - for leave, the days, the leave type, the department and the branch; for money, the amount.

   

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2. 2

   Add or change a rule

   Select Add rule (1), or the pencil on a rule. Give it a name, then set:

   When - the conditions, which must all be true, such as Days is at least 10. No conditions means every request.

   Then approved by, in order - the steps. Each step's approvers can be the requester's manager (or their manager's manager), the head of their department, anyone with a role, or named people, and the step needs Any one or All of them. Select Save rule.

   

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   Tip: A rule with no steps approves requests automatically - for example expense claims under a small amount.

3. 3

   Keep approvals moving

   Under a step, Escalate if it waits adds more people if nobody decides within a number of working days - usually the manager's manager. Any one of them can then decide.

   Reminders, on the left, apply to every kind of request: whoever hasn't decided is reminded every few working days, from 8am.

4. 4

   Try it before you rely on it

   Scroll to Who would approve this?. Choose who is asking and fill in the request's details. TinERP shows which rule matches and the real people each step would go to. Nothing is saved.

   

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