Approval Chain

Overview

In Skovik, it is possible to set up an approval chain consisting of one or multiple levels of approval. These steps are either a superior step, group step or custom field step.

Superior step

A superior step means the employee's line manager approves the report. The manager is responsible for the approval, and only the manager can approve the report (unless the report is delegated elsewhere).

Group step

A group step means that a group of people (i.e., the payroll department) is responsible for approving the report. The report will end up in all group members' review queues, but only one member must approve it.

Custom field step

A custom field step means the approval chain will change dynamically depending on the custom field owner. The report will be sent to the responsible manager of i.e. a cost center or project.

This type of step is used when implementing project based or cost center based approval.

Edit the approval chain

Change the approval chain

• Go to Settings --> Approval Chain.

• Add additional steps by pressing the Add approval step button.

• If not working, contact [e-mail].

Add or change a superior

• Go to Settings --> Employees.

• Find the employee who shall receive a new superior.

• Press Edit and either add or change the superior.

Superiors may approve expenses in all branches in Skovik. The superior and the employee can therefore be assigned to different branches.

Add or change members of a group

• Go to Settings --> Groups.

• Open the group that is currently approving the reports.

• Add a group member by pressing the Add button.

Customised approval chain

In addition to the approval step types described above, other adjustments can also be made to the approval chain to meet your needs. This is made per company and configured by the support or your CSM at Skovik. These steps may be triggered depending on the content in a report, expense or user. The sky is the limit but here follows some examples:

• If a user's superior was an attendee for an entertainment receipt, the superior's superior should replace the superior as an approver.

• If the amount on an expense is above X EUR, an extra approval step should be added.

• If the expense is older than X days, an extra approval step should be added.

• If the amount on a report is lower than X EUR, an approval step should be skipped.

• If an expense is of a specific category, a specific group should approve it.

• All mileages should be approved by group 1, but all expenses should be approved by group 2.

Adding advanced policies might be out of scope depending on your customer segment and payment plan. Reach out to [e-mail] to inquire if this is available for your company.