Video library
Mobile workflow1:57
Auto-approve time off
Approve time off automatically for workers in good standing while routing exceptions to managers.
Operational question
When can a time-off request be approved automatically?
Before Teambridge
Every time-off request goes to a manager even when the worker is eligible and the request is low risk.
After setup
A policy checks the worker's status and approves qualifying requests automatically while routing exceptions to review.
Setup you should understand
- A mobile time-off request action
- Worker performance or eligibility fields
- Approval criteria
- Confirmation messaging
What to watch for
- Auto-approval should be tied to clear criteria
- Exceptions still need a manual path
- Workers should receive confirmation
- The approved request should update the operating record
Video takeaways
The main ideas to retain after watching
- Collect mobile request
- Check performance status
- Approve automatically
- Send confirmation
Related concepts
Mobile appPoliciesWorkflowsAccess groups