Event Authorisation Workflow – Dual Approval (Primary Approver & Manager)
Installing this workflow tells Sense to send every event request to the employee's named primary approver first, and only after they approve does it move on to the line manager for the final say. It's the reverse of the Manager & Admins variant: a specific primary approver, not admins, sits between the employee and their manager.
How it works
Set your Primary Approver field then let Sense route requests to them before the manager
To use the Event Authorisation Workflow – Dual Approval (Primary Approver & Manager), simply add a Primary Approver field to the Job Details screen using Screen Designer, populate it for each employee, undeploy the default event authorisation workflow, and install this one from the Workflow Hub.
Then, every time an employee with a manager and a primary approver submits an event request, Sense will automatically send it to their primary approver first.
If the primary approver approves, then it's sent on to the line manager for the final decision, and the employee is emailed the outcome.
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Common questions
What kicks this workflow off?
An employee who has both a manager and a primary approver set submitting an event request from their calendar.
Who approves first?
The primary approver named in the employee's Job Details. Only once they approve does the request move to the line manager.
What if the employee has more than one job role?
Each role can carry its own manager and primary approver, but only one approval from each group is needed to move the request forward.
What happens if either approver declines?
The workflow stops there, and the employee gets an email with the rejection reason.
What if an employee has no manager?
All admins are notified instead, so the request can still be actioned.