Pre-approval Approval
Pre-approval Approval
Act on pre-approval requests with individual or bulk actions across My Approval, Group Approval, Outstanding Approval, and Approval History — plus configure the workflow under Workflow Builder.
Prerequisites
- Approver role (manager, group member, or admin)
- Pre-approval workflow configured in Workflow Builder
- Pending requests submitted by team members
- Context on the request details before deciding
Outcome
- Approve or reject requests individually or in bulk
- Claim tasks assigned to approval groups
- Admins can act on behalf of any approver
- Full audit trail in Approval History
My Team → Pre Approval → Approval
Workflow → Approval Management
Individual Approval
Each record in the approval section has specific icons for action:
Tick Icon (✔): Click this icon to approve the particular record.
Cross Icon (❌): Click this icon to reject the particular record.
Bulk Approval
Click the checkbox before the Title column to select all the pending approvals. Then, click either the Approve or Reject button located on the right-hand side, above the Actions column, to process the selected approvals.
My Approval
Managers or approvers can view all the short time off requests that are pending approval for their team members. They have the ability to take action on these requests, either by approving or rejecting them based on the information provided.
Group Approval
This tab is accessible only when the user is part of an approval group. When approval is assigned to a group, any member of the group can claim the task. Once claimed, the task will appear in their My Approval tab, and they can proceed with the necessary actions. If someone from the group wishes to disclaim the task, they can reassign it to another member of the group, allowing for seamless delegation and approval.
Outstanding Approval
This tab is available exclusively to users with admin access. Admins can view all pending approval requests from various approvers across the organization. They have the ability to take action on these requests on behalf of the approver, ensuring that the approval process continues smoothly.
Approval History
The Approval History tab maintains a complete record of all approvals and rejections. It provides a detailed log of past approval actions, including who approved or rejected the request and any comments made during the process. This allows for easy tracking and transparency throughout the approval workflow.
Fig: Pre-Approval Approval
Pre Approval Workflow Configuration
Workflow → Workflow Builder
Fig: Pre-Approval Workflow
Individual vs. Bulk: For one-off decisions use the tick / cross icons on each row. For batches, select the checkbox in the Title header and use the Approve / Reject buttons above the Actions column.
Group approvals: The Group Approval tab only appears when you're part of an approval group. Any member can claim a task — once claimed, it moves to the claimer's My Approval tab. To hand it off, reassign it to another member of the group.
Related Articles & Next Steps
Complete the pre-approval picture with these guides.
Related Articles
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