From 5c0a10805eb72a2c09104aeebc7f193737c9e18e Mon Sep 17 00:00:00 2001 From: Rachael Hopkins <32854888+RachCHopkins@users.noreply.github.com> Date: Fri, 26 Jul 2024 14:42:17 +1200 Subject: [PATCH] Update Assign-report-approvers-to-specific-employees.md --- ...-report-approvers-to-specific-employees.md | 55 +++++++++++++++---- 1 file changed, 44 insertions(+), 11 deletions(-) diff --git a/docs/articles/expensify-classic/reports/Assign-report-approvers-to-specific-employees.md b/docs/articles/expensify-classic/reports/Assign-report-approvers-to-specific-employees.md index 5f79ea11378c..38279781cec9 100644 --- a/docs/articles/expensify-classic/reports/Assign-report-approvers-to-specific-employees.md +++ b/docs/articles/expensify-classic/reports/Assign-report-approvers-to-specific-employees.md @@ -8,18 +8,51 @@ description: Create approval hierarchies for reports To assign different approvers for different employees, your workspace must use Advanced Approvals as the report approval workflow. {% include end-info.html %} -Rather than having one approver for all members of the workspace, you can use the Advanced Approvals workflow to assign different report approvers to specific employees. +To assign different approvers for different employees (instead of everyone submitting to the same person), your workspace must use Advanced Approval as the report approval workflow. To assign a report approver to a specific member of your workspace, -1. Hover over Settings, then click **Workspaces**. -2. Click the desired workspace name. -3. Click the **Members** tab on the left. -4. Click **Settings** next to the desired member. -5. Click the “Approves to” dropdown and select the desired approver for the member’s reports. -6. Click **Save**. - -You can also set -- Over-limit approval rules that require a secondary approver when a specific member’s report expenses exceed a set limit. -- Approvers for expenses under a specific tag or category. + +1. Hover over Settings, then click Workspaces. +2. Click the desired workspace name. +3. Click the Members tab on the left. +4. Scroll down to the Approval Mode section and ensure that Advanced Approval is selected. +5. Locate the employee in the Workspace Members table, which shows each member (in the User column) and who their reports are approved by (in the Submits To column). +6. Click a user’s Submits To field to set or update their approver. + +## Add levels of approval +1. On the Workspace’s Members tab, locate the employee in the Workspace Members table and click Settings. +2. Select the additional levels of approval you want to add for the employee: + - Role: Determines the employee’s level of access to reports and workspace settings. For instructions on setting roles, visit our [workspace roles guide](https://help.expensify.com/articles/expensify-classic/workspaces/Change-member-workspace-roles). + - Approves To: Determines who must approve a report after this user has approved it. This creates an approval chain. When added, a note is visible in the Details column of the Workspace Members table. If blank, the user is a “final approver.” + - If Report Total is Over $X then Approves To: These two fields add an extra approver if the report total exceeds the set amount. When added, a note is visible in the Details column of the Workspace Members table. + +[Image coming soon] + +## Example + +Let's look at a basic workflow: + +| User | Submits To | Details | +|----------|----------|-----------------| +| Employee | Manager 1 | | +| Manager 1 | Finance Team | Approves to Manager 2
Approves to Finance Team over $1000.00 | +| Manager 2 | Finance Team | Approves to Finance Team | +| Finance Team | Finance Team | | + +Here is what this setup means: + +- Employee doesn’t approve any reports. When they submit a report, it goes to Manager 1 for approval. +- After Manager 1 approves a report from the Employee, the report goes to Manager 2 for approval unless the report is over $1,000. In that case, it goes directly to the Finance Team. +- When Manager 1 submits their own report, it goes to the Finance Team for approval. +- When Manager 2 approves a report or submits their own report, it goes to the Finance Team for approval. +- When the Finance Team submits a report, it is approved by the Finance Team. They are the final approver. + +Visit our How Complex Approval Workflows Work guide for more details. + +## FAQ + +What’s the difference between “Submits to” and “Approves to?” +- Submits to: The person you submit your reports to for 1st level approval. +- Approves to: The person you send reports that you've approved so they can complete an additional approval. This creates an approval chain.