> ## Documentation Index
> Fetch the complete documentation index at: https://human-resource-docs.ha-consultancy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Approvals & Workflow

> Configure approval workflows that route HR requests — leave, loans, advance salary, letters, and salary package changes — through the right approvers in BC.

Any HR request that needs sign-off — a leave request, a loan, an advance salary, an HR letter, or a salary package change — can be routed through an approval workflow. Approvers get notifications on their dashboard and approve or reject from a single queue.

## What you can do

* Configure who can approve what — directly, by amount, or by department.
* Set up an **approval workflow** for any HR request, with optional conditions.
* Have requests **route automatically** to the right approver.
* **Approve, reject, or delegate** from your dashboard.
* Audit the full history of approvals — when, who, and the outcome.

## Before you start

* Identify the approvers in your HR chain (HR manager, department head, finance director).
* For amount-based rules (e.g. loans over a certain amount need finance sign-off), have the thresholds ready.

## Walkthroughs

### Walkthrough 1 — Set up approvers

Before any approval workflow can run, each approver needs to be registered.

1. Search for **Approval User Setup**.
2. For each approver in your HR chain, click **New** and fill a row:
   * **User ID** — the company sign-in to approve as.
   * **Email** — where notifications go.
   * **Substitute** — a fallback approver while this person is out of office.
3. Press **Esc** to save.

***

### Walkthrough 2 — Build a leave-approval workflow

Route every leave request through the employee's direct manager.

1. Search for **Workflows**.
2. Click **New** (or **New Workflow from Template** if there's a leave template ready).
3. Set the trigger to **Approval of Leave Request**.
4. (Optional) Add a condition — e.g. only requests longer than 5 days need manager approval.
5. Add a response: **Create Approval Request** → pick **Approver = Direct Manager** (or a specific user / workflow group).
6. Add a follow-up response: **Apply Approval Request** — this runs when the approval is granted and commits the leave.
7. Tick **Enabled** on the workflow row.
8. Save.

New leave requests now trigger this workflow. Approvers receive notifications.

***

### Walkthrough 3 — Approve a leave request

You're an HR manager and a leave request is waiting in your queue.

1. Sign in. On your dashboard, the **Approvals** section shows a count of pending requests.
2. Click the count. The list of requests opens.
3. Pick a row and click **Open Document** to see the leave details — dates, balance.
4. Back on the list, click **Approve**. (Or **Reject** with a reason, or **Delegate** to someone else.)

The leave is committed; the employee's balance is decremented; the approval is logged for the audit trail.

## Where approvals are used

| Approvable                       | Feature page                                     |
| -------------------------------- | ------------------------------------------------ |
| Leave requests                   | [Leave management](/features/leave-management)   |
| Loan and advance-salary requests | [Loans & advances](/features/loans-and-advances) |
| HR letter requests               | [Employee records](/features/employee-records)   |
| Salary package activation        | [Payroll setup](/features/payroll-setup)         |