Custom Screen Approval: Manager Authorisation
Sense can require the employee's manager to approve a new record submitted through a custom profile screen.
How it works
Teams can turn a custom HR form into a controlled manager approval process.
1
Create table screen
Create a compatible custom table screen.
2
Add record
Employee adds a record.
3
Route to manager
Sense routes it to the manager.
4
Manager approves or declines
The manager approves or declines from the assigned task.
See this workflow running
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FAQ
What starts this workflow?+
The documented process starts with: Create a compatible custom table screen.
What happens at the end of the workflow?+
The final documented step is: The manager approves or declines from the assigned task.
Who is involved?+
The documented participants are Employees, Managers.
Can we configure it?+
The Help Centre does not list separate configuration options for this page. Check the installed workflow version in Sense Automate before promising additional controls.
Which Sense plan includes it?+
This draft currently marks the workflow as Elite and above. See the price section and any product-review note before publication.