An absence approval policy decides who approves requests for an absence category, and who gets notified once a request is approved.
As your team changes, you'll need to update these policies. This article explains how, and what happens to requests that are still pending.
Example: a Vacation policy sends requests to the employee's manager for approval, then notifies HR once they're approved.
đ New to approval policies? Start with Setting Up Absence Approval Policies.
Absence approval policies are available on the Ultimate subscription plan.
Edit a Policy
Go to Settings > Absence > Approval policies and click the policy to open it.
Change Approvers or Subscribers
Find the absence category and click Add person to add an approver or subscriber. To remove someone, click the X next to their name. Then click Save.
If a request is still Pending when you change its approvers:
New approvers get a notification, in the app and by email, if approval notifications are on in Settings > Notifications.
Removed approvers can no longer see the request, and any approval they already gave no longer counts. If the approvals left now meet the policy, the request is approved.
Change How Many Approvals Are Needed
You can switch a category between Any of the listed approvers and All listed approvers. If the new setting needs fewer approvals than a pending request already has, that request is approved automatically.
Example: a request needs all three listed approvers and two have already approved. You switch to Any of the listed approvers, so the request is approved straight away.
Change the Name or Description
You can rename a policy or change its description at any time. Pending requests aren't affected.
Archive a Policy
When you archive a policy:
It's removed from every employee it was assigned to.
Any pending requests under it are approved automatically.
To see archived policies, click Show archived.
Restore a Policy
Click Show archived, then click Restore next to the policy.
đ A restored policy isn't assigned to anyone. Assign it to your employees again after restoring it.
If You Turn Off Absence Approvals
If you turn off absence approvals for your organization:
You can't create new approval policies.
Existing policies are hidden.
All pending absence requests are approved automatically.
