🌐 Web | 👤 Yokoy admin with Workflow Designer permissions
You can set up a line manager workflow in which an expense is sent for approval to the submitter’s line manager.
It uses Assign line manager and Line manager approval or escalate nodes. The first node assigns the line manager of the user to the expense document, while the second one deals with escalations/complete the full approval flow logic.
Both of these nodes must be used in combination to create a line manager approval flow.
Configuring the workflow
To configure the line manager approval workflow:
Step | Node(s) to use | Options required |
1a | New (status) | Submit action |
1b | Draft (status) | Submit action |
2 | Assign line manager (activity) | Discard delegate independence: Select this checkbox if you want to allow the delegate to be the same as the expense submitter. |
3 | Line manager approval or escalate (approval) | Expense: In this case you want to compare the expense amount to the threshold for the line manager, rather than the full trip amount. |
4a | Needs revision (status) | Send back action |
4b | Draft (status) | Recall action |
4c | Rejected (status) | Reject action |
4d | In review (status) | No action |
✏️ Note
Nodes and actions to use after the approval node will depend on the specific scenario. The list given as an example is non-exhaustive.
Remember to always connect an approval node to Need revision, Draft, Reject, and In review statuses.
In the end, the workflow looks like this:
