How to Set Approval by Organisation Chart?

Created by rotcana Choong, Modified on Sun, 7 Jun at 3:18 PM by rotcana Choong

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Approval by Organisation Chart routes leave, claim, and attendance requests based on the company's reporting hierarchy. Approvers are determined according to the employee's superior-subordinate relationship, ensuring requests follow the organisational chain of command.


Steps to Set Approval By Organisation Chart:

  1. Go to Tools > Approval Settings.


  1. Select By Organisation Chart.

  2. Click + Add New.


  1. Enter the Title

  2. Tick the applicable approval type(s): 

  • Leave

  • Claim 

  • Time Attendance

  1. Click the + icon to add an approval level.

  2. Enter the approval details:

  • From ≥ – Enter the minimum amount or number of days that require approval.

  • To < – Enter the maximum amount or number of days that can be approved within this level.

  • Required Approvers? – Specify the number of approvers required.

  • Is Sequential? – Enable this option if approvals must follow a specific sequence according to the reporting hierarchy.

  1. Click Save.