This article guides clients on how they can configure and manage Time off Approval Policies for various processes within their organization.
By configuring approval policies, clients can select a list of approvers within their organization who can efficiently review and approve requests submitted by the workers.
Approval Policies enable clients to construct multi-layered approval processes and assign approvers for worker requests thereby ensuring various features like Data change policy, Time Off policy, and Time Tracking policy adhere to specific organizational requirements.
Approval policies are configurable sets of rules that determine how approval processes work for different features. These can include time off requests, time tracking timesheets, and other data change requests by the workers.
Types of Approval Policies
- Pre-created Policies: These are default policies set up by Deel for specific use cases. Pre-created policies can be modified but not deleted
- Custom Policies: Policies that clients can create and configure to fit their organization's unique needs
In this Article
How to Configure Approval Policies
How to Configure Custom Approval Policies
✅ Step 1 – Go to the Organization Settings icon and click View on the Approval Policies card
In the Approval Policies card, select the Policies tab.
✅ Step 2 - Create a policy
Click Create Approval Policy and add the policy information
- Name
- Description
- Feature
By default, policies such as Data Change Policy, Time Off Policy, and Time Tracking Policy are predefined on the platform. Clients can configure these policies by clicking on the Edit button.
Additionally, they can also create a custom Approval Policy by selecting Create Approval Policy.
✅ Step 3 – Select policy approvers
Clients can now select the Policy approvers within their organization and create levels of approval flow. They can also configure multiple approvers within a level.
Additionally, it’s also possible to select substitutes and conditions for that.
Please note that if multiple approvers are configured within a level, they can approve worker requests in any order.
✅ Step 4 – Step 4 - Configure notifications and reminders
Clients can set notifications and reminders to the approvers of a particular policy.
Please note that policies can not be deleted if they are not applied to any feature.
Data change policies can be enabled or disabled at the organizational level. To adjust these settings, select the three vertical dots and choose Enable or Disable policy as required.
Frequently Asked Questions
[ACCORDION] How to view and edit the Approval Policies?
The Approval Policies Card displays both default and custom approval policies, including those created by the clients. They may select applicable policies to edit or delete as needed.