Approval Limits allow your organization to implement a Multi-Level hierarchy Approval Process with our existing Approval Management. This will allow your organization to define approval limits for managers and determine the escalation path for those approvals. This does require additional configuration above the standard approval process.
Enabling Approval Limits
Approval limits require an Enterprise Plan and the base Approval Management to be enabled. This will add a field for each approver to define the limit they are able to approve without escalation to the next level
Approval Limits Process
How the Approval Limits and Escalation Process Work:
The user's total submission is based on the calendar month total, the escalation level is based on the approver's limit. The approval path will follow the assigned path for each level to review, and will escalate to the next level if there is an outstanding amount to be approved. Each step will be recorded in the audit log associated with all records.
Examples:
