Event Authorisation Workflow – Dual Approval (Manager & Secondary Approver)
Installing this workflow tells Sense to send every event request to the employee's line manager first, and only once they approve does it pass to a named secondary approver for the final sign-off. It mirrors the Primary Approver & Manager variant in reverse: the manager decides first here, with the secondary approver acting as the second check rather than the first.
How it works
Set your Secondary Approver field then let Sense route requests to your manager first
To use the Event Authorisation Workflow – Dual Approval (Manager & Secondary Approver), simply add a Secondary Approver field to the Job Details screen using Screen Designer, populate it for each employee, undeploy the default event authorisation workflow, and deploy this one from the Workflow Hub.
Then, every time an employee submits an event request, Sense will automatically send it to their line manager first.
If the manager approves, then it's sent on to the secondary approver for the final decision, and the employee is emailed the outcome either way.
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Common questions
What kicks this workflow off?
An employee submitting an event request from their calendar.
Who has to approve, and in what order?
The line manager decides first. Only if they approve does the request move on to the named secondary approver for the final decision.
What happens if no secondary approver is set for an employee?
The request goes to the manager only and skips the second stage.
What happens if the manager declines?
The workflow ends there and the employee gets an email with the manager's reason; the secondary approver is never notified.
What if an employee has no manager?
All admins are notified instead, and any of them can approve or reject the request.