How Multi-Level Approval Works In IceHrm

In IceHrm, when adding an employee you can define each employee’s reporting structure. For each employee you can define the supervisor and three other approvers.

Let us see how we can define the reporting structure to an employee.

First, go to Employees -> Employees and click on add new and go to the Report section as shown below:

According to above screenshot the multi-level approval should work as follows:

For this tutorial let us see what happens when an employee applies for a leave request. The multi-level approval process works the same for expense, travel, etc.

1. When this employee applies for a leave request, the notification is first sent to the supervisor and the indirect supervisor.
2. If the supervisor approves the leave request, the notification is then sent to the First Level Approver or if the supervisor rejects the leave request, the leave request will be rejected and won’t be sent to the other approvers.
3. In case, the supervisor is unable to approve/reject the leave request due to any circumstance, the indirect supervisor of the employee can approve/reject the leave request on behalf of the supervisor.
4. When either the supervisor or indirect supervisor approves the leave request, the First Level approver receives a notification and will be able to approve/reject the leave request. If the first level approver approves the request, the second level approver receives a notification or if the first level approver rejects the request, the leave request will be rejected and won’t be sent to the other approvers.
5. The same process applies to second level approver and third level approver.
6. Once all the approvers have approved the leave request, the employee will receive a notification about the approved leave request. Similarly, if one of the approvers or the supervisor rejects the leave request, the employee will receive a notification about the rejected leave request.

Here is a visual representation on the above example:

Click here to access the IceHrm documentation to understand more about multi-level approval process and leave management module.