Approvals inbox

Decide requests waiting for you and follow the ones you sent.

Approvals (in the left menu) is the one place where requests that need a human decision wait for you — whichever part of the product they come from. Leave requests, expenses and the two review gates of an invoice pack all arrive here as their modules switch on.

What arrives here

  • Leave request (leave-request) — one step, decided by the requester’s line manager (or, if none is set, the managers of their team). You can’t approve your own leave. Approving it writes the leave into payroll attendance and balances; see the Leave article.
  • Profile change (people-profile-change) — a member asked HR to correct their employment record. One step, decided by HR (people who can manage employee records). The member’s message is shown as written; approving marks it resolved, rejecting marks it declined, and your note is shown to the member. The request is only a to-do for HR — you still make the change on the record yourself.

Two tabs

  • Awaiting me — every request whose current step you may decide. Overdue requests come first. The number next to “Approvals” in the menu is this count.
  • Sent by me — everything you asked for, with its status: pending, approved, rejected or withdrawn.

Steps

A request can need one or more approvals in a fixed order, shown as “Step 1 of 2 — Gate A”. Approving a step moves the request to the next one and tells the people who decide it; approving the last step completes the request. Rejecting any step ends the request. Each step says who may decide it: a permission, sometimes narrowed to named people. You never approve your own request, unless that kind of request explicitly allows it (for example a company with a single administrator).

Deciding

Click Approve or Reject, optionally add a note, and confirm. The note is kept with the decision and the requester is notified. If someone else decided the same step a moment before you, you will see a message and the list refreshes — a step is only ever decided once.

Withdrawing and due dates

You can withdraw a request you sent while it is still pending. When a request has a due date and it passes, the requester and the people who can decide the current step get one reminder. Nothing is decided automatically: an overdue request waits for a person.