Approval Hierarchy for Letters

The Approvals Hierarchy page is used to manage and configure the approval processes for Letters Approval. Every type of letter can be configured on approval basis. This page allows you to define the hierarchical flow through which letters are approved, ensuring a structured and controlled approval process for different types of letters.

If you need to set a different approval hierarchy for different types of letter as well as letters for your different company branches, you can do that too.

Create Letter Approval Hierarchy:

1. To set up a new approval hierarchy, click on Create Hierarchy. This opens the Create Approval Hierarchy window.

2. In the Create Approval Hierarchy window, choose the type of criteria for the approval. You can select from options such as:

   • Department

   • Employee

   • User Role

   • Sub Department

   • Reporting Person

   • Company Head

   • Branch Head

   • Department Head

   Example: In the below above, the user selects User Role as the type for approval hierarchy. Then, for the specific User Role, you can choose a role like Admin.

  3. Assign User(s): After selecting the role or employee, assign the relevant users to the approval hierarchy. You can also choose options like:

• • Do Not Notify: If selected, this user will not receive notifications regarding the request.

  • View Only: If selected, this user will only have view access to the approval, not edit access.

 4. Now by clicking on the "+" symbol below Admin, you can add Nodes (people under that person).

5. Now you'll be able to see the approval hierarchy created. 

Adding Multiple Nodes: If needed, you can add multiple users or roles to the hierarchy. By clicking on Add Node ("+" symbol), you can create branches of approval for multiple levels.

This hierarchy is created under Default which means that all types of letters (Agreement Letter, Appointment Letter. Offer Letter and Other Letters) will follow this hierarchy. If you want to create different approval hierarchy for different types of letters, click on the "+" button to Add Criteria as shown below.

Then add the Criteria Name, fill all the details, and in the Letter Types, select the letter for which you want to create the hierarchy.

Once the criteria is created, you can set the hierarchy same way as we did above for the Default.

This way, you can create different criteria for different types of letters.

By clicking on the Settings button, a pop-up will appear through which you can update the specific approval configuration.

• Admin Approval Is Not Final: When enabled, admin approval requires further verification and is not treated as the final step in the process.

• Do Not Follow Hidden Hierarchy: Enabling this option excludes any hidden hierarchies from the standard approval flow.