Open the Approval settings page
Find Approval settings in the webapp, see who can open it, what its three tabs are for, and how saving and discarding your changes works.
Approval settings is where HR decides who approves expenses and in what order. It holds your company's approvers, the approval flows they work in, and the schedule for review reminders. This article shows how to reach the page, who can open it, and how its tabs and the save bar work.
Open the page
In the webapp, open the HR menu and select Approval settings under Settings.
The line under the page heading sums it up: "The approval flows your company uses and who is in them. In Benefit settings, each category and benefit picks one of these flows." You build flows here, and you choose which benefit or category uses which flow in Benefit settings.
Who can open it
Only people with HR access can open the page. Someone without HR access who goes to it is sent back to their dashboard.
Being in the HR group on this page is not the same as having HR access. The group decides who reviews expenses. It does not decide who can open HR pages in the webapp.
The three tabs
The page has three tabs side by side, each with an icon and a small label beside its name:
- Approvers shows how many groups you have. This is who can approve: the built-in Manager, HR and Standard approvers, and your own groups. The page opens on this tab. See the article on managing approvers and approval groups.
- Flows shows how many flows you have. This is the list of approval flows, with an editor for the one you select. See the article on creating and managing approval flows.
- Reminders shows Off, or how many days pass before the first reminder. This is how often approvers are reminded about an expense that is waiting for them. See the article on setting review reminders.
A red dot at the end of a tab means something on that tab needs attention, for example a flow with no steps, or a group that a flow uses but that has nobody in it.
Save or discard your changes
Nothing is saved while you make changes. As soon as you change something, a bar appears at the bottom of the page with Unsaved changes and the tabs you have changed. You can move between the tabs and keep editing. When you are done:
- Select Save changes to save everything at once. A green message confirms it: "Saved. New expenses follow the updated flows."
- Select Discard to throw away every unsaved change on all three tabs.
Save before you leave the page. Changes you have not saved are not kept.
If part of a save is refused, a red Not everything was saved message says what was not saved and why. For example, a flow that a benefit or a category still uses is not deleted. The page then shows what is saved, so check it and make the rest of your changes again.
Troubleshooting
- I can't find Approval settings. It sits under Settings in the HR menu. If you don't see the HR menu at all, your account does not have HR access.
- The page sends me to my dashboard. Your account does not have HR access, so the page is not available to you.
- My changes are gone. They were discarded, or you left the page before selecting Save changes. Make them again and save.
- The save says "Give every group and flow a name, then save again." A group or a flow has an empty name. Nothing was saved. Name it and save again.
- The save says "Something went wrong while saving". Reload the page to see what was saved, then make the rest of your changes again.