Retail
From branch to head office
The branch manager approves small amounts and anything over the threshold goes to the regional manager. Because the rule is written down, exceptions stop being a discussion.
Every approval in a single queue
Leave, expense, advance, shift swap, asset and document requests all reach the manager in the same queue. The chain is read from the org chart, and where each request is waiting is visible.
What this runs on today
- Approval emails
- messaging apps
- forms circulating for signature
Requests and approvals
It all comes together in one module.
Entered from the same screen, tracked from the same place.
Why it is needed
What happens without this module
The three situations we run into most often. If one of them sounds familiar, we have something to talk about.
- 01
Approvals arrive on every channel
Some by email, some by message, some in the corridor. Whether approval was given cannot be proven afterwards.
- 02
Requests get lost in transit
Nobody knows whose desk a request is on, so the employee keeps asking whether it went through.
- 03
Authority limits are vague
Which amount is approved by whom is not written down, so the same kind of request gets closed differently by different people.
What it does
What the module covers
Every item is a real screen or flow in the product; we walk through them one by one in the demo.
One approval queue
Requests from every module land in the manager’s same list and can be approved together from one screen.
Chains read from the chart
The approval line comes from the org chart, so chains are not maintained by hand when the structure changes.
Authority by type and amount
Different levels engage according to the type, value and duration of the request.
Delegation
While a manager is on leave, authority passes to a named deputy and returns when the cover ends.
Mobile approval
The notification arrives, the request is reviewed on the phone, annotated, and approved or declined with a reason.
Audit log
Every step is written with the person and the timestamp, so a request’s history can be read in full later.
How it works
The cycle in four steps
Once it is set up, every period runs in the same order, and most of the steps happen on their own.
- Step 01
The request is raised
The employee creates it in the relevant module; required fields and documents are checked then and there.
- Step 02
It enters the chain
Approvers are determined in order by type, amount and the reporting line.
- Step 03
It is approved
Each level approves on mobile or declines with a reason; the employee sees the outcome immediately.
- Step 04
It returns to the module
The approved request is applied where it belongs: leave to the balance, expense to payment, advance to payroll.
Data flow
A link in the chain, not an island
The same data is entered once. What this module takes in and produces is below — you do no extra work to move data between modules.
Neyden beslenir
- Org chartApproval line and delegation
- Leave, expense, advanceThe requests raised
- Employee recordsAuthority and position data
Requests and approvals
Takes the data in once and shares the same record with the other modules.
Neyi besler
- The originating modulesOutcome and application
- AnnouncementsPending approval reminders
- ReportingApproval times and bottlenecks
In the field
How it is used, and under what constraints
Not promises with numbers, but real setups. Let us go into the one closest to yours in the demo.
- Manufacturing
Approval by shift lead
A request raised on the night shift goes to that shift’s lead. Nobody waits for the day team to arrive.
- Technology
The summer leave rush
Requests pile up over the holidays. The manager sees the whole list on one screen and weighs the clashes together.
FAQ
Frequently asked about Requests and approvals
Yes. Different chains are built by request type, amount, duration, department and location. Flows are edited from the admin panel and need no development work.
What we have written on this
Let’s see the Requests and approvals module with your own data
A demo is not a presentation: we build your scenario and run it on screen. You leave with a written proposal covering scope and timeline.