What is Approval Routings


An approval routing is a way to have employee requests automatically routed to the appropriate managers for approval, for modules such as Leaves, Expenses and Travel.


For example, when an employee applies to take a leave, the company has to decide who needs to approve this leave request.  Some company policies only require the direct managers to approve a request, while some require more than one approval level. This can all be set up digitally in altHR. Once set up, employees can conveniently check on their AltHR app if their requests for leaves or expenses have been approved and completed. 


Applying approval routing employees involves 2 Steps


  • Creating a General Approval Routing in People Module  
  • Creating a Default Approval Routing in Leaves, Expenses or Travel Modules.



When approval routings are created in the People module, they are not applied anywhere yet. All possible routings are just stored in a list here for you to select from when setting up default approval routings on each module separately, after which the feature will be applied and active.


There are 3 types of General Approval Routings you can set up before applying them to your other modules: 


  1. General Approval Routings > People Module 
  2. Cross Company Approval Routing > People Module. (Only for Grouped Companies. Read more here: How to Group Multi-Companies Into 1 Account)
  3. Group Routing > Company Module (create a group of people to be set as approvers for a request. You will then be able to select this Group as 'an approver' when creating General Approval Routings)



To Set Up General Approval Routing in the People Module:


1. On your admin dashboard, head to the left panel.


2. Click People > Settings.


3. Click on the Approval Routing Tab.


4. On the right of the section, click Create New.



5. Select the first level approver for the employee/organisation. For example, a personal 

    assistant to a HOD or a particular employee’s name.


6. Click + button to add the next level of approver.


7. Select the second level approver for the employee/organisation, if necessary. For example,

    Head of Department (HOD).


8. You can add up to 5 levels of approvers.


9. Confirm by clicking Confirm.



Once set up, this approval routing should be available to set up in the leaves, expenses, travel and documents module.


To Set Up Cross Company Approval Routings in People Module: 


1. On your admin dashboard, head to the left panel.


2. Click People > Settings.


3. Click on the Approval Routing Tab.


4. On the right of the section, click Create New.



5. Toggle On Cross Company Approval Routing . This will allow you to choose employees from one of your other Grouped Companies. 


6. Select the first level approver for the employee/organisation. For example, a personal 

    assistant to a HOD or a particular employee’s name.


7. Click + button to add the next level of approver.


8. Select the second level approver for the employee/organisation, if necessary. For example,

    Head of Department (HOD).


9. You can add up to 5 levels of approvers.


10. Confirm by clicking Confirm.


5. Select the first level approver for the employee/organisation. For example, a personal 

    assistant to a HOD or a particular employee’s name.


6. Click + button to add the next level of approver.


7. Select the second level approver for the employee/organisation, if necessary. For example,

    Head of Department (HOD).


8. You can add up to 5 levels of approvers.


9. Confirm by clicking Confirm.


How to Create Group Routing 


1. On your admin dashboard, head to the left panel. 


2. Click Company > Profile 

3. Click on Group Routing 

4. Click on Create Group Routing




5. Key in the Name of the Group of approvers 


6. Select the Employees you would like to be part of this group. These employees will be able to approve a leave request the group routing applies to, on a first come first served basis. This group can now be used when creating a General Approval Routing.


7. Click on Confirm. You may now select this group as an approver when creating General Approval Routings.



To activate approval routings in the Expenses module:


1. On your admin dashboard, head to the left panel.


2. Click Expenses > Settings.


3. Click on the Default Approval Routing tab.


4. Click Create New Approval Routing.


5. Select the organisations or employees that the approval routing will apply to.


6. Select from the list of approval routings you have set up in the People module.


7. Confirm by clicking Confirm.