Note: This information is only for accounts created before the 1st of July 2024. If your account was created after the 1st of July 2024, follow the instructions in the article for your HR integration.
If you want to set up automated approvals for your HR integration, before you save and sync the configuration, you'll need to complete the following steps:
-
Select one of the approval process options - any existing approval workflows will be overridden by enabling automatic approval processes:
- Automatically approve in-policy trips
All trips within the travel policy are automatically approved and out-of-policy trips require line manager approval.
- Automatically approve in-policy trips and receive notifications
All trips within the travel policy are automatically approved, and the line manager is sent an email notification. Out-of-policy trips require line manager approval.
- Manually approve all trips
All trips must be approved by the line manager.
- Pro customers: Decide if you want to enable Automatic approval process groups - Approval groups will be automatically created using the Manager field in your HR integration. Each line manager will have a group created with their direct reports and relevant travel policies.
- Click Save & Sync and the settings will be applied. The first synchronization will happen automatically.
- Go back to the article for your HR integration and complete the remaining steps
For more information about setting up approval processes with a HR integration, see Set up an approval process with an integration.