Workflow > Configuring approval rules and roles > Assign second manager approval

Assign second manager approval

This upgrades a baseline template which enables a second-level manager approval for card and cash transactions. The baseline template consists of a default basic workflow, with limited ability to add or configure the workflow settings.

Note: The Expense Report Workflow conversion and Transaction two-level approvals are independent and cannot be used at the same time.

To assign second-level manager approval role:

1. From the main menu, go to Administration > Instance Management > Module - Workflow Rules.

   A Module - Workflow Rules screen appears.

2. Click the Workflow Conversion - Transaction two-level approvals link.

   A confirmation dialog box appears.

3. Click Confirm to enable the change to two-level manager approvals.

   Cash and card transactions must now be approved by first-level and second-level managers.

   Note: Ensure a second-level manager is applied to all employees when switching to a two-level workflow to avoid errors with transaction approvals.