To learn more about the features of Cleemy’s approval process, please visit the “Principles of the approval process” page.
Creating an approval process
Cleemy’s approval process is configurable in the “Settings” tab in the “Management rules” section.
- The “Add a step” link allows you to not only create new approval processes for the legal entities that do not yet have one but to also create a default process if one does not already exist.
- To add a new step to a process, all you have to do is click on the link with the same name.
Appointing an authorizer
For each step, you have several options to appoint someone who will approve expenses.
In this case, the authorizer is automatically determined by Cleemy using information found in the personal file of the user who is declaring the expense report.
- Manager: the person indicated in the “manager” field.
- N+2: the manager of the manager
- Department head: Cleemy looks at which department the user belongs to (“department” field).
- If the department has a head, the expense report will be sent to him or her.
- If not, Cleemy wil go up the organizational structure until it finds a superior department head.
- If no manager is found, the expense report will move along to the next step.
Authorizer chosen by employee
When declaring an expense report, the user chooses the person to whom the expense report will be sent from a list.
The list may contain different potential authorizers depending on the chosen configuration:
- All users: everyone active in the database (i.e. everyone who hasn’t left the organization).
- All authorizers: everyone who has permission to “authorize” within their Cleemy role.
- All department heads: Cleemy retrieves the list of departments from the organizational structure and indicates their heads in parentheses. This may come in handy in the case where expense reports are approved by budget managers. For example, if I buy a hard drive, I will have it approved by IT managers.
You can specify a user who will have to approve all expense reports of his or her entity that surpass the threshold. This is frequently used in order to obtain the approval of a CEO (MD) or a CFO for a considerable reimbursement.