Set Up Manager Approvals for the Employee Services Portal

Some employee requests in the Employee Services portal need manager approval. Configure manager approvals so that case actions follow your company's policies. This setup applies to both the Agentic Center and Agentforce Employee Center templates.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

Create an Identify Manager subflow and the Approve Case Request record-triggered approval orchestration for manager approvals. For detailed configuration and setup steps, see Manager Approvals Setup.