Setting Up Approval Workflow
Configure which leave types require approval before they’re processed:1
Navigate to Leave Types
Go to Settings > Leave Types in your dashboard.
2
Select leave type
Choose the leave type you want to add approval requirements to.
3
Enable approval
Set Approval is required to ON.
From this point forward, approval will be required whenever this leave type is requested.
How to Approve Leave Requests
Approvers can process requests through three convenient methods:Directly in Notification
Directly in Notification
Notification messages contain action buttons that allow immediate approval or rejection.
Spock Home Tab in Slack
Spock Home Tab in Slack
A list of pending approvals is displayed in the Spock Home Tab for easy access.
Dashboard
Dashboard
In the dashboard’s Leaves section, pending approval requests are prominently displayed.
How Approvers Are Selected
Spock uses two primary methods to identify appropriate approvers for leave requests:A. Organizational Structure-Based Selection
The organizational structure represents your company’s hierarchy through teams and member roles:General Manager
General Manager
Can approve leave requests from any team member across the organization.
Team Manager
Team Manager
Can approve leave requests from members of their own team only.
B. Manual Approver Assignment
Override automatic selection by manually assigning specific approvers to any member:1
Access member profile
Navigate to the member’s profile page.
2
Open Approval tab
Click on the Approval tab to view current approval workflow information.
3
Enable manual selection
Click Select Approvers Manually to override automatic assignment.
4
Choose approvers
Search and select approvers by typing their names.
5
Select from members
Choose from any member in your organization to serve as an approver.
6
Save configuration
Click Save to apply the manual approver assignments.
Once set, these approvers will handle all future leave requests from this member.
Approval Workflow Rules
The approval workflow follows structured rules to ensure efficient handling:1
Leave Requests from General Managers
Leave requests submitted by a General Manager are approved automatically without requiring further review.
2
Manually Designated Approvers
If an employee has specifically selected one or more approvers, those designated individuals will handle the approval of the leave request.
3
Requests from Team Members
For employees who are part of a team, the approver(s) will be their assigned Team Manager(s).
4
Requests from Employees Not Assigned to a Team
If an employee is not affiliated with any team, the approver(s) will default to the General Manager(s) of the organization.
5
Leave Requests from Team Managers
Leave requests submitted by a Team Manager are approved automatically by default.
This default behavior can be modified by activating the policy located in Settings > Policies > Auto-Approval for Team Managers’ Leave Requests. Once enabled, the General Manager(s) will serve as the approver(s) instead.
6
Authority of General Managers
A General Manager possesses the authority to approve any leave request submitted within the organization, regardless of the requester’s position.
Related Topics
Teams Management
Learn how to organize teams and assign managers.
User Administration
Manage user roles and permissions.
Leave Types
Configure different types of leave and their requirements.
Request on Behalf
How managers can submit requests for team members.
By adhering to these rules, Spock ensures that your approval process is both streamlined and adherent to your organizational hierarchy and policies.