- Only Admins can use this feature
You can set up your approval processes using a HR integration and approvers will automatically be assigned based on your company's hierarchy.
To set up your HR integration:
- Go to Account settings
- Select Integrations
- Find your HR system and click Set up
Tip: You can find full instructions for all of the HR integrations supported by TravelPerk in the HR integrations section of the Help Center.
If you use a HR integration for approval processes, you won't be able to edit them on TravelPerk. You'll need to make the updates in your HR system and they will automatically sync with TravelPerk.
When you enable automatic approval processes, the existing ones will be deleted and replaced with new ones. You can save existing approval processes by downloading them as a CSV.
Disabling automatic approval processes
When you disable automatic approval processes, you have 2 options:
- Delete all approval processes
- Convert all existing automatic approval processes into manual ones
Manual approval processes overrule automatic ones, and automatic approval processes overrule the default. If you need automatic approval processes for most users with a few exceptions, you can create manual approval processes for the exceptions.
Managing approval processes
Once approval processes are created or synced from your HR integration, you can:
- Search for a specific approval process by travelers or approvers
- Filter by Category - manual approvals or automated approvals
- Filter by Approval setting - in-policy, out-of-policy, no approval needed
- Update any manual approval process
You can delete or update your approval process at any time. Editing or deleting an approval process won't affect existing trips and requests. Original approvers will still be able to approve all pending trip requests.
For more information, see Edit, archive or delete an approval process.