# Approval workflows

> Decide who approves each type of request, how many levels it goes through, and when it escalates or auto-rejects.

Source: https://intelliob.com/docs/accord/ehr-portal-management/workflow-items

Each request type — leave, timesheet, outdoor duty, loan, advance, investment declaration, profile changes and more — has a **workflow** that decides who approves it. Open **eHR Portal Management → HR Tasks → Configure Workflow Items**.

![Configure Workflow Items](https://intelliob.com/docs-assets/accord/ehr-portal-management/03-workflow-items.webp)
*Configure Workflow Items*

## Read the list

| Column | Meaning |
|---|---|
| **Function** | The request type, for example *Leave Request* or *Loan Request*. |
| **Approving Authority** | Who approves, based on the reporting structure — for example *Business Line Manager* or *Functional Manager*. |
| **Finalized By** | Whether **Any One** approver or **Every One** must approve. |
| **Level** | How many approval levels the request passes through. |
| **Escalation After** | Days before an unanswered request escalates. |
| **AutoRejection After** | Days before an unanswered request is rejected automatically. |

Use **Search & Filter** to find a function by name.

## Change a workflow

1. **Open the workflow** — Select the edit icon in the **Action** column.
2. **Set the approval rules** — On **Information**, under **Approval Settings**, choose the **Approving Authority**, **Finalized By**, **Approval Levels** and **Mode** (**Manual**, or **Auto** to approve automatically).
3. **Set escalation** — Under **Escalation Settings**, set **Escalation Days**, **Rejection Days** and **Auto Approval Days**, and choose whether to **Notify Escalation To HR** and **Notify Approval To HR**.
   ![Editing a workflow](https://intelliob.com/docs-assets/accord/ehr-portal-management/04-workflow-edit.webp)
   *Editing a workflow*
4. **Save** — Select **Save Changes**.

## Name specific approvers

By default approvers come from the reporting structure. When **Approving Authority** is **Functional Manager**, an **Approvers** tab appears: select **Add Approvers**, pick the employees and their **Approver Level**, and save. Specific approvers override the role-based authority for that workflow.

## Add HR personnel for notifications

On the **HR Personnel** tab, select **Add HR Personnel** and search for employees (type at least 2 characters). They receive notifications and escalations for that workflow.

> **Tip:** Set **Escalation After** on time-sensitive workflows such as Leave Request and Timesheet, so requests don't sit unanswered when a manager is away.