Manager Approvals Setup

Configure manager approvals to streamline your company's decision-making processes. With manager approvals, implement a structured approval system to enhance accountability and make sure all case actions are according to your company's policies.

Required Editions

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Employee Portal uses the Identify Manager subflow and the Approve Case Request record-triggered approval orchestration for manager approvals.

The subflow identifies the manager associated with the employee who raised a case and shares the case with the manager.

The orchestration sends an approval request to the manager of the employee who created the case that triggered the approval process. If the employee doesn't have an assigned manager, the request isn’t sent.