To be able to build complex, robust, and flexible workflows that cover all use cases at your company, you can define approval steps that can be sequential, parallel, or a combination of both.
Each step has its own name and based on certain conditions, different approvers can be applicable.
The different types of approvers are listed below.
Payhawk accountants and administrators
By default, in each step and for each workflow, you will be able to include employees with Payhawk accountant or administrator rights. For more information, see the article on roles and rights in Payhawk.
Team managers
The Team manager in Payhawk is a custom role because you may decide not to assign team managers for specific teams or disable the team structure for your organization.
In terms of workflows, the Team manager is the manager of the team to which the employee submitting the approval request belongs.
You can define Team managers from Employees > Teams.
You can define global team settings, such as enabling or disabling the team structure for your company, from Settings > Teams.
Note that Teams enables you to define a custom team structure of teams that may not correspond to the internal hierarchy of your company. For more information, see the articles on managing employees and teams.
Second level managers
The Second level manager in Payhawk is a custom role because you may decide not to have sub-teams or disable the team structure for your organization.
In terms of workflows, the Second level manager is the manager assigned to the parent team. For example, you may have defined a Marketing (parent) team and Online advertising as its sub-team. The Second level manager for an employee in the Online Advertising team would be the Team manager of the Marketing team. For more information, see the articles on managing employees and teams.
Category managers
The Category manager in Payhawk is also a custom role because you may decide to assign one or more managers to each expense category value that you have created. If assigned, you can include Category managers in the approval workflows at your company as the Category manager role will be automatically included in the options once a manager is defined for the expense category.
Custom field managers
By design, you can assign one or more managers to each custom field value you create for your organization. Then, you can use the Custom field manager role in the workflows. Based on the selected value of a given expense, approval from the corresponding Custom field manager will be required.
For example, if you have defined Angela Rossi as a Cost center manager when the cost center is Finance and Ivan Ivanov as a Cost center manager when the cost center is Hardware, then:
When the cost center for a particular expense is Finance, the approver will be Angela Rossi.
When the cost center for a particular expense is Hardware, the approver will be Ivan Ivanov.
Specific employees
Each employee at your company will be available for you to select when defining your company's custom workflows.