👑 Approval processes are a Premium feature
Who can use this feature?
- Only admins have access to the Company Settings.
What is an approval process?
Approval processes are a Premium feature designed to give control of spending to an organization, as well as an audit on who approved what spend for when things don't go according to plan.
In the approval process, there are 3 different roles involved:
- The traveler (or travelers): the people traveling.
- The booker: the person booking the trip.
- The approver (or approvers): the person who approves or declines the trip.
When booking a trip, the approval request will be based on the traveler's approval process.
How do I manage approval processes?
From the Approval processes page in Company settings, you can create as many manual approval processes as needed.
Manual approval processes are broken down into three levels:
- Company level: the default approval process for all employees
- Group level: an approval process for a specific group of employees
- User level: an approval process for a specific employee
You can also automate your approval processes from HR systems like Bamboo HR, basing them on your company hierarchy and setting the line managers directly as the approvers.
The approval processes are hierarchical meaning that an individual policy will overrule a group one, and a group policy overrules a company policy. That said, if you have both manual and automated approval processes, manual processes will overrule automated ones following the logic above.
By default, a company will have no approval process. This means that employees can book trips freely with no approval process in place.
Good to know: if a user is a member of multiple approval processes, the least restrictive approval process will apply.
You can choose to apply an approval process for:
- All trips
- Only for out-of-policy trips
You'll need to select one or more approvers for each group or user.
Approvers are the people who will have the authority to approve or decline a requested booking. Check out our article about how to request approvals for your trips for more information.
If no approver is assigned, approval requests will be sent to all company admins.
Good to know: you can delete or update your approval process at any time. When you delete an approval process, existing trips and requests will not be affected. The original approvers will still be able to approve all pending trip requests.