How do I configure automatic approval?

Use an Auto-approval policy when selected leave actions should be approved automatically instead of following the normal manager approval route.

How do I set up auto-approval?

Go to:

Settings → Employee policies → Auto-approval

Create a new policy, give it a clear name, then configure:

• Own actions — leave requests and revocations a covered person makes for themselves;
• On behalf of others — leave requests and revocations a covered manager or administrator makes for employees they are authorised to manage;
• Leave types — select specific leave types, or leave this empty to cover all leave types;
• Scope — apply the policy to the whole company or selected roles, employees, departments or locations;
• Excluded employees — optionally exclude individuals from this policy.

Requests and revocations are controlled separately under both Own actions and On behalf of others.

A new policy starts with all four action switches enabled, so switch off any actions you do not want to auto-approve.

When finished, select Save changes.

Can I automatically approve only one leave type?

Yes.

For example, to auto-approve Working from Home with this policy, select only that leave type in the Leave types field.

Remember that policies can overlap. Restricting one policy to Working from Home does not prevent another applicable Auto-approval policy from approving other leave types.

What do exclusions do?

An employee listed under Excluded employees is excluded from that policy only.

If another Auto-approval policy also applies to them and covers the same action, that other policy may still auto-approve it.

What if Two-tier approval also applies?

A Two-tier approval policy normally takes precedence, so its screening stage still happens before auto-approval.

If you want actions covered by this policy to bypass that screening as well, enable Skip two-tier screening.

Where are the old auto-approve settings?

Auto-approval is now managed through Auto-approval policies.

Existing settings were migrated into policies automatically, so if your company previously used auto-approval, check:

Settings → Employee policies → Auto-approval

For all available options, see Auto-approval policy.