Admin · Access & approvals
Route /admin/approval-policies Flag approvalPoliciesEnabled

Approval Policies

Routing rules, SLA hours, escalation, and simulation for leave, timesheet, attendance, and related domains.

Scroll to Flowcharts. Scenario: Configure approval routing policies.

Routing and SLA

Who must say yes, and how long they have

Approval policies are the routing rules, SLA hours, escalation, and simulation for leave, timesheet, attendance, and related domains. The universal inbox only shows work these policies created.

Admin → Approval policies Route /admin/approval-policies Org flag approvalPoliciesEnabled HR Admin · Org Admin

The job of this console

Publish a domain policy so requests find the right manager chain, expire with an SLA, and escalate when silent. Simulate a sample request before publish. Pause or revise a policy without rewriting the approval engine.

Seat at the table

HR and org administrators. Managers act on My Approvals; they do not author policies here. Employees never see this console.

The working rhythm

Filter by domain, create or edit levels, set SLA and escalation, simulate, then publish. Revisit after an org restructure so manager chains still resolve. Use delegation when a person is out — do not clone a whole policy for one absence.

Moments that bring you here

A new leave type needs a two-step chain. Timesheet SLA is too loose before payroll lock. Escalation never fired because the manager field was empty. After org-structure changes, to re-simulate.

ⓘ
Policies route; they do not store the request
Leave, timesheet, and attendance records stay on their source tables. This console only decides the path. Authority still comes from ApprovalAuthorityService.

Flowcharts

1 — Publish a domain policy

Draft a policy, simulate a sample request, then publish.

flowchart TD
  A[Open Approval policies] --> B[Filter by domain]
  B --> C[Create or edit policy]
  C --> D[Set levels / SLA / escalation]
  D --> E[Simulate]
  E --> F{Looks right?}
  F -->|No| C
  F -->|Yes| G[Save / publish]
  G --> H[Live approvals use policy]
            
  1. 1
    Open the consoleAdmin → Approval policies.
  2. 2
    Pick a domainLeave, timesheet, attendance, or other routed types.
  3. 3
    Configure routingApprover levels, SLA hours, reminders, auto-escalate.
  4. 4
    SimulateRun a sample payload before publishing.
  5. 5
    PublishWorkspace approvals pick up the saved policy.

Overview

Policies are workflow configuration — they do not replace domain records. Timesheet chain behavior may also require Work-Time Governance admin.policyManagement.

How to use

1. Simulate before publish
Use the simulation panel with a realistic requester and amount.
2. Keep SLA and escalation paired
Escalation hours should exceed SLA hours.
3. Draft vs published
Draft policies do not route live work.
4. Link delegation
Acting managers are configured on Delegation rules, not inside the policy JSON.