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How do you set up the approval team?

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Before you can process employee orders, an approval team must first be set up. If you've already done this, you can start reviewing and approving orders right away. If not, create an approval team first.

Instructions: Create an approval team

Go to People > Approval teams in the menu. Here, you have two options:

  1. Edit an existing team: Select the Default approval team (or another team from the list) to add members or update the team's settings.

  2. Create a new team: Click Create approval team in the top right corner.

Then continue with the steps below:

  1. Enter a Team name and add a short description. (This is only visible internally.)

     

  2. The Keep approvals when other team(s) reject toggle is enabled by default. When this setting is enabled, your team does not have to approve an order again if another approval team rejects the reimbursement. If you want your team to review the order again after another team rejects it, disable this setting.

     

  3. If you have multiple approval teams and want this team to review an order only after another team has approved it, select the appropriate team under Only notify when the following team has approved.

  4. Under Send approval emails to, choose whether approval notifications should be sent to the individual team members or to a shared email address.

    • If you want to use a shared email address, first create it under People > Email addresses. If you haven't done this yet, complete the approval team setup first and then create the shared email address. Read this article to learn how.

  5. Select which business units this team is responsible for. Leave the toggle enabled if the team should be responsible for all business units.

  6. Select the reimbursement sources this team is allowed to approve, or leave the toggle enabled to allow all sources.

  7. Click Save changes or Create.

  8. On the right side of the screen, click Add member and select the person you want to add to the team.

  9. Click Link when you're finished, or Link & add another to immediately add another team member.