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Custom approval workflows

Design who approves what, and in what order, without a developer or a vendor ticket.

Most HR systems give you one fixed approval path. In Tuling HRMS, HR designs it. Build approval chains for each kind of request, choose how each approver is found, add conditions, and set reminders and escalation.

What you can do

Custom approval workflows

Chains per request type

Set the steps for leave, expense claims, personnel actions, performance reviews and headcount requests.

Four ways to find the approver

Pick a role, the employee's reporting manager, a named person, or a group of approvers.

Conditions on steps

Add a step only when it matters, for example by amount or number of days, using equals, greater than, less than, in or not in.

Case lifecycles

Draw the states a case moves through, such as a POSH case, and the transitions between them.

Reminders and escalation

Remind idle approvers and escalate overdue requests to a skip-level manager or HR, set for each request type.

Ready-made starting points

Start from a workflow we provide for common request types, then edit it to fit.

Reminders and escalation, per request type

Choose when an idle approver is reminded and when an overdue request moves up, and to whom. Every reminder and escalation is listed below, so HR can see what happened.

  • Remind after a number of hours you set
  • Escalate to the skip-level manager or HR
  • A log of recent reminders and escalations
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Reminders and escalation, per request type
Reminders and escalation, per request type
How it works

Three steps

Pick a request type

Choose leave, expense claims, personnel actions or another type.

Add steps and conditions

Add approvers in order. Add a condition when a step should apply only sometimes.

Set reminders and escalation

Decide how long a request can wait before someone is nudged or the request moves up.

Questions

About custom approval workflows

Do I need a developer to change a workflow?

No. HR changes workflows in the workflow studio, and the change applies to new requests.

Can approvers differ by department?

A role-based step can be narrowed to a department, and a step can also use the employee's reporting manager, a named person or a group.

What happens if an approver does not respond?

The approver is reminded after the time you set, and the request can escalate to a skip-level manager or HR after a longer time.

Which requests can have their own workflow?

Leave, expense claims, personnel actions, performance reviews and headcount requests have ready-made workflows you can edit, and more request types can be configured.

See it built live

Book a walkthrough and we will set one up with you, using your own rules.

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