The secondary approver feature enables you to add another layer of approval for the expenses submitted by the employees in addition to their assigned primary approver.
As an admin, you can enable/disable the secondary approver feature for your organization as well as assign the secondary approvers for the employees.
Before assigning the secondary approvers to employees, you will need to enable the feature from your admin settings. Follow the steps below to set up secondary approvers for your organization.
Part 1: Enable/disable secondary approvers
Navigate to Admin Settings > Account > Advanced.
Scroll down to the Secondary Approvals section and toggle the Secondary Approvers to Yes. This will enable secondary approvers in your organization.
You can use the same steps and toggle it back to No if you want to disable this feature.
Part 2: Assign secondary approvers
Navigate to Admin Settings > Employees > Manage Employees.
Click on the employee that you want to assign a secondary approver.
The employee form for the employee will open up. Under the Approver Details section, click on the dialog box under Secondary Approver 1 and select the secondary approver from the drop-down list. You can also add in a third approver using the Secondary Approver 2 box.
Once all the details are filled in click on the Save button to save your changes. The secondary approver will be assigned to the employee.
Part 3: Create an expense policy to assign secondary approvers
As a last step of setting up the secondary approver workflow, you will need to configure an expense policy in order for the reports to go to the secondary approver.
Navigate to Admin Settings > Expenses > Policies.
Click on the New Policy button.
If you require only certain types of expenses to go through the secondary approval workflow, you can choose the type of expenses to be included using these sections in the policy form:
Select the category of expenses targeted by this policy (choose expenses inclusive/exclusive of a certain category).
Choose who is affected by this policy (choose which employees the policy applies to).
Set the policy conditions (any other expense details that the policy should trigger for).
Once you have entered the required details, scroll down to the Define what happens when the policy is triggered section, click on Add Action and select Add Additional Approver.
In the additional fields that appear, select the secondary approver you wish to add in the dialog box under Secondary Approver.
You can fill in any other required details in the policy form, enter a description for the policy and click on the Save button at the end of the form to save the policy.