What is Cross Company Approval Routing ?
Cross Company approval routing is a way to enable the leave or expenses requests of an employee in company A, sent to someone in Company B for approval. Admins are able to route requests across their Grouped C Companies. Read more here: How to Group Multi-Companies Into 1 Account)
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.
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.
