* Note: Employee parameters are displayed only once the users are mapped to each department during user create.
Prerequisite: To be able to select approvers here, you will need to first add approvers against users on the “user” section (want to know how to add approvers?
Click on ‘Create Rule’ and then you will be redirected to approval flow page.
Here, you can choose to assign the priority to the rule. Rule on Priority 1 will be validated first and approve flow will follow in the assigned priority order
Example: If all Jack’s expenses need to be approved by Adam (Reporting Manager), and Lisa (Finance Manager) if exceeding 1,000 USD:
Ensure Adam and Lisa are mapped as approvers 1 and 2 in Jack’s User Profile
Setup rule for Adam’s Approval: Select Approver sequence -1, and priority -1
Setup rule for Lisa’s Approval; Select Min Amount: 1000, Max Amount: 999999, Approver Sequence -2, and priority- 2.