How to Create Approval rules

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    In this tutorial, we will walk you through how to set up approval rules in Staffinc Suite. Approval rules are critical for handling hierarchical approvals for various employee requests such as time-off / leave, overtime and dispute attendance status. With this feature, companies can automate and streamline their approval workflows to ensure requests are reviewed in the right order.

    Step-by-Step Guide:

    1. Navigate to Settings
      • From the sidebar menu, scroll down and click on the Settings section.
    2. Access Approval Rules
      • Inside the Settings, select the Approval Rules tab.
    3. Create a New Rule
      • Click on + Add Approval Rule to begin setting up a new rule.
    4. Set Rule Name & Category
      • Input a clear and specific name for the rule.
      • Choose the appropriate request type (e.g., leave request, reimbursement, etc.).
    5. Define Approval Flow
      • Click on + Add Approver to assign approvers in hierarchical order.
      • Select roles or individual names based on your company’s structure.
      • You can add multiple layers such as Supervisor, Manager, and HR.
    6. Customize Additional Settings
      • Choose whether approvals must happen in sequence or can be done in parallel.
      • Set conditions or exceptions, if any.
    7. Save the Rule
      • Review the configuration.
      • Click Save to activate the rule.

    Closing: By setting up approval rules, organizations can automate the decision-making process and ensure every request follows the proper chain of command. It improves transparency, speeds up operations, and reduces manual tracking errors. Try this feature today to streamline your internal approval workflows in Staffinc Suite.