Enable dual approval in leaves

Dual approval ensures a leave request goes through two levels of validation—typically first by the reporting manager, then by the HR/Admin. This provides better oversight and accountability, especially in organizations with layered hierarchies or sensitive leave policies.

Steps to enable dual approval for a leave category

Follow the steps below to configure dual-level approval for any specific leave category:

1. Go to the Control Panel
   • From your dashboard, navigate to Control Panel → Settings → Leave Section.
2. Select the Leave Category
   • Click Leaves and choose the Leave Category you wish to apply dual approval to (e.g., Sick Leave, Casual Leave, Comp-Off).
3. Edit the Category Settings
   • Open the selected category and locate the section for Approval Settings.
4. Enable Manager Approval
   • Tick the checkbox:
     “Allow managers to approve Leave Credit Requests for their reportees.”
5. Set the Approval Status
   • From the dropdown or toggle option, select:
     “Status on approval should be: Manager Approved”
   • This allows the system to mark the request as "Manager Approved" until it receives final approval from the Admin (or next-level approver).
6. Save Your Changes
   • Click Update/Save to apply the dual approval workflow to the selected leave category.

What the employee & approvers will see

• Employee: After submitting a leave request, the status shows as “Pending” until acted upon.
• Manager: The manager approves, and the status changes to Manager Approved.
• Admin/HR: The final approver completes the cycle by changing the status to Approved.

Best practice tips

• Apply dual approval only to leave categories that require higher validation (e.g., Leave Encashment, Long-Term Leaves).
• Clearly communicate the approval stages to employees so they understand the delay in final approval.
• Use notifications to keep both approvers in the loop to avoid processing delays.