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How Do I Create an Approval Workflow on Breezepayer?

Approval workflows help organizations control how requests are reviewed and approved. A workflow can contain one or multiple approval levels and can include managers, reporting lines, administrators, or external approvers. 

Common workflow setup issues identified:

  1. Missing approvers.
  2. Incorrect approval order.
  3. Approval roles not being assigned correctly.
  4. Requests not being mapped to a workflow.
  5. Workflow settings not being saved after creation.

How to create an approval workflow

  1. Switch to Admin View.
  2. Open the Approval Workflow module from the list of installed applications.
  3. Select View Approval Flows.
  4. Click Create Approval Workflow.
  5. Enter a workflow name and description.
  6. Select the request type that will use the workflow. Examples may include leave requests, payroll requests, payment requests, or other approvals.
  7. Add approval steps by selecting:
    • Reporting Lines
    • Line Managers
    • Countersigning Officers
    • HR Administrators
    • Finance Administrators
    • Other authorized roles
  8. Configure optional settings:
    • Approval comments
    • Decline comments
    • Reminder notifications
    • Auto-rerouting to relief officers
    • Two-factor authentication
  9. Click Save or Add to create the workflow.

Best Practices

Use at least two approval levels for high-value transactions.

Enable approval comments for audit purposes. 

Enable reminder notifications to reduce approval delays.

Review workflows periodically to ensure approvers remain accurate.

Error messages and what they mean

Error message What it means and what to do
No approver selected At least one approver must be added before saving.
Workflow already exists Another workflow is using the same configuration or name.
Unable to save workflow Verify all mandatory fields are completed.
Role not found The selected role or reporting line does not exist.

 

Contact support via the following channel Email: support@seamlesshr.com,Phone: 0201 330 6080, WhatsApp: +234 916 653 6169, In-app chat if: 

  • The workflow saves but is not available for request configuration.
  • Approvers do not receive notifications.
  • Requests are bypassing approval levels.

Please provide the following details when escalating 

  • Company name
  • Workflow name
  • Request type
  • Screenshots of the workflow configuration