Multi-level approval

Multi-level approval allows you to set up an additional layer of review for timesheets and expenses to ensure billing and reporting accuracy. 

Before you begin, here is a quick look at the two different approval stages:

• First-level approval: This is the initial review step handled by admins, team managers, or project managers.
• Second-level approval: This provides a secondary review by up to two additional designated approvers before a request is approved.

Set up two-level approval #

1. Click the three-dot icon next to your workspace name
2. Accédez à Paramètres de l’espace de travail
3. Enable the approvals you want
   • Enable time approval
   • Enable expenses approval
4. Check the box next to the roles to set Level 1 approvers
   • Administrateur
   • Chef d’équipe
   • Chef de projet

5. Cliquez sur Add level to add Level 2 approvers (optional)
6. Check the box next to the role to assign Level 2 approvers

Manage approval requests (Level 1) #

Level 1 approvers can view and approve or reject requests on the Approvals page.

To approve requests that need Level 1 approval:

1. Accédez à Approbations .
2. Open the En attente tab to view requests 

3. Click on the team member’s name to open the request
4. Cliquez sur Approuver les ou Rejeter 

Tip: If you are an admin, you can view all pending requests and override manager rights to approve, reject, or withdraw requests on their behalf.

Manage approval requests (Level 2) #

After Level 1 approval is complete, requests configured for multi-level approval are routed to the Level 2 approver.

To approve requests that need Level 2 approval:

1. Accédez à Approbations .
2. Open the En attente tab to view requests

3. Click on the team member’s name to open the request
4. Sélectionner Approuver les ou Rejeter

Bulk approve requests #

You can approve all requests by clicking the Approve All button on the Approvals > Pending :

Retirer l’approbation #

To withdraw approval on timesheets or expenses that were previously approved:

1. Allez dans Approvals > Timesheet/Expenses
2. Cliquez sur le bouton Archiver .
3. Select the team member’s name to open the request
4. Cliquez sur Retirer l’approbation

Approver permissions #

Here is a breakdown of what each role can do in multi-level approval:

Rôle	Autorisations
Administrateur	Can override manager rights to approve, reject, or withdraw requests on any level.
Chef d’équipe	Level 1: Can approve or reject requests, and withdraw their approval before the second level is processed.Level 2: Can approve, reject, or withdraw their second-level approval.
Chef de projet	Level 1: Can only approve, reject, or withdraw Level 1 requests for time or expense entries related to the specific projects they manage.Level 2: Can only approve, reject, or withdraw Level 2 requests for time or expense entries related to the specific projects they manage.

FAQ #

Will I be notified about pending requests? 

Yes, if you are a first-level approver, you receive an email when a user submits an approval request. Second-level approvers receive an email notification as soon as the first-level approver approves the request.

Essentially, you will only get notifications if you are assigned on any level. 

Can I withdraw my approval once it’s given? 

If you are assigned as an approver on the first level, you can withdraw your approval as long as the second level of approval has not been processed yet. Level 2 approvers can also withdraw their second-level approval. Once the second level is finished, you can no longer withdraw it. Admins can always withdraw approvals given on either level.