Setting up approval workflows

What are approval workflows?

An approval workflow is a chain of approvers that a request must pass through before it is accepted. For example, a leave request might need approval from the direct manager, and then from HR, before it is confirmed.

Dapplon supports workflows for:

• Leave requests
• Expense claims
• Resignation submissions
• Payroll adjustments (admin-to-admin)

Types of approval

Single approval — one person approves. Simplest and fastest.

Sequential approval — Level 1 approves first, then Level 2 reviews the same request. Both must approve for the request to complete.

Any one of — the request goes to a group of approvers and the first person to approve accepts it. Useful for large teams where the manager may be travelling.

Configuring leave approval workflow

1. Go to Settings > Workflows > Leave Approval
2. Set the workflow type: Single, Sequential, or Any One Of
3. For Level 1, set the approver: Direct Manager, HR Admin, or a specific person
4. For Level 2 (if sequential), set the second approver
5. Set escalation rules: if not approved within X days, escalate to the next level
6. Click Save

Configuring expense claim workflow

1. Go to Settings > Workflows > Expense Approval
2. Set the approval chain in the same way as leave
3. Set a threshold: claims above ₹5,000 require an additional Finance approval
4. Click Save