Managing Approval Workflows as an Admin
Hyper gives admins full flexibility to set up intelligent, multi-stage approval workflows for expense submissions. You can define custom rules based on submitter, assign managers, and create multiple stages of approval if needed, each with its own set of conditions for approval. Approval workflows streamline approvals using automated logic to structure or reduce unnecessary manual reviews.
To access the Approval Workflow settings, please click on Settings at the lower left of the web dashboard and then Approval Workflow in the left navigation column.
There are two types of approval settings you can configure from the Approval Workflow Settings page:
Global Auto-Approval Rules
- Go to the Approval Workflow Settings page in your admin dashboard.
- Click on the drop-down arrow in the Global Auto Approval Rules section.
- Type your rule in natural language. For example: “All expenses below $25 are auto-approved.”
This means that any expense below $25 will be automatically approved, regardless of whether a custom approval workflow has been created. You can update or remove this rule at any time.
Custom Approval Workflow Stages
In addition to global rules, you can build custom, conditional approval workflows based on who is submitting the expense and what it contains.
To configure approval stages:
- Go to the Approval Workflow Settings page in your admin dashboard.
- Stage 1 criteria box will be displayed by default.
- Define the conditions under which this stage of approval will be governed.
- If the Submitter is a specific employee or has an assigned manager
- Then send the "Approver is" the specific approver or any admin
- If additional conditions are required for this stage, click on Add a condition and enter the additional criteria required
You can add as many layers of approval or stages as needed, for example, routing to a manager first, then to finance.
Once your conditions are set:
- Review the logic
- Click Publish Changes in the lower-right corner
Your workflow will go live instantly and apply to all new expense submissions that meet your criteria.
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