TABLE OF CONTENTS


Applying Routing to Leaves

  1. Go to Leaves > Settings > Default Approval Routing

  2. Click Create New Approval Routing

  3. Select:

    • Organisation(s)

    • Employee(s)

    • Contract type(s)

  4. Choose a General Approval Routing from the dropdown

  5. Click Confirm




Applying Routing to Expenses

  1. Go to Expenses > Settings

  2. Select Default Approval Routing

  3. Click Create New Approval Routing

  4. Select organisation/employee scope

  5. Choose your General Approval Routing

  6. Confirm



Applying Routing to Travel

  1. Go to Travel > Settings

  2. Select Approval Routing tab

  3. Create new routing

  4. Select organisations or employees

  5. Choose routing template

  6. Confirm