Add Department Head As An Approver

Make Department Head an approver for expenses.

Written by Tanvi Telang
Updated over a week ago

Admins now have the option to add the Head of Department as an approver while approving expenses, advance requests, or trip request policies. There may be instances where certain expenses require approval from the department head, an example of this may be all expenses incurred for team outings/lunches require approval from the department head.

This can be easily configured with the help of the policies. To add the department head as an approver in policies, follow the steps mentioned below:

Assigning A Department Head

Navigate to your admin settings by clicking on the gear icon in the top right corner of your screen.

Select Organization and click on Departments. Select the department for which you would like to assign a department head.

In the pop-up that appears, under Head of Department select the name of the employee that you want to assign head of department. Click on Update Department to save changes.

Set Policy For Department Head Approval

In your admin settings, click on Expenses from the left side panel. Select Policies.

Click on the New Policy button to set up a new policy.

Under the Choose who is affected by this policy section, click on Add Employee Property and select Departments.

Select all the departments that need to be included.

Scroll down to the Define what happens when the policy is triggered section and click on Add Action. Select Assign Additional Approver.

Under Add Department Approvers, select the Department Head option.

Once these details are filled in, you can add any other conditions/actions/properties to the policy as per your preference.

Lastly, scroll to the bottom of the screen, add a policy description, and click on Save. The policy will be saved and running for the employees of your organization.

Following the steps mentioned, you can add the department head as an approver.

To learn more about setting project-wise approval policy, click here.

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