{"id":6839,"date":"2021-06-22T06:31:28","date_gmt":"2021-06-22T06:31:28","guid":{"rendered":"https:\/\/portal.workdo.co\/en\/?post_type=ufaq&#038;p=6839"},"modified":"2022-01-14T07:54:47","modified_gmt":"2022-01-14T07:54:47","slug":"1125","status":"publish","type":"ufaq","link":"https:\/\/portal.workdo.com.cn\/en\/ufaqs\/1125\/","title":{"rendered":"The Approvals tool setup."},"content":{"rendered":"<p><span style=\"color: #aaaaaa;\">FAQ-ID\uff1a1125<\/span><br \/>\n<span>The Approvals tool eliminates the hassle that is outdated paper approvals.<\/span> Gone is the waiting game that wastes valuable time for action. Now you can send approvals to designated managers and track their progress in real-time. This dramatically cuts down the time for any important decision-making process, allowing you to put more energy and focus into the things that really demand your attention.<\/p>\n<p><b>The Approvals tool setup is really easy, there is only one setting you need to do to properly get it up and running!<\/b><\/p>\n<p><b><span style=\"color: #0000ff;\">\u2502 What can Approvals do for your team?<\/span><\/b><\/p>\n<p><!--more--><\/p>\n<ul>\n<li>Employee \u2502 Employees can send approvals to request permissions. Relevant files or documents can be attached to the approvals for perusal. Approvals workflow sent can be tracked in real-time.<\/li>\n<li>Manager \u2502 Managers are allowed real-time approval sign off and check employees&#8217; approval records.<\/li>\n<li>Tool Admin \u2502 View and check all approval records.<\/li>\n<\/ul>\n<p>Still can&#8217;t use the Approvals tool even when it has been enabled? Please take some time to make sure that completed <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1019\/\" target=\"_blank\" rel=\"noopener noreferrer\">Start WorkDo in 5 steps<\/a>&nbsp;and <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1151\/\" target=\"_blank\" rel=\"noopener noreferrer\">the three related settings in the HR tool<\/a>.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-7160\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2021\/06\/HR.png\" alt=\"\" width=\"1363\" height=\"763\" data-wp-pid=\"7160\"><\/p>\n<p style=\"text-align: center;\">\u2502 Settings in the HR are key to activating Approvals. \u2502<\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-7165\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2021\/06\/approvals-procedure-1.png\" alt=\"\" width=\"1363\" height=\"765\" data-wp-pid=\"7165\"><\/p>\n<p style=\"text-align: center;\">\u2502 <a id=\"faqs-link\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideRfa\/en\" target=\"_blank\" rel=\"noopener noreferrer\">Read the Approvals Tool Manual<\/a> \u2502<\/p>\n<p>&nbsp;<br \/>\nYou may configure the settings if you are the Tool Admin of the Approvals tool.<\/p>\n<div class=\"secondary\">\n<h5>Approvals Tool Setting<\/h5>\n<div class=\"icon\">Plan\uff1a<span class=\"disable\">Free<\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/pricing\/\" target=\"_blank\" rel=\"noopener noreferrer\">Paid<\/a><\/span><\/div>\n<div class=\"icon\">Permission\uff1a<span class=\"disable\">Member<\/span><span class=\"disable\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1064\/\" target=\"_blank\" rel=\"noopener noreferrer\">Workplace admin<\/a><\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1116\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tool admin<\/a><\/span><\/div>\n<div class=\"icon\">Role\uff1a<span class=\"disable\">Member<\/span><span class=\"disable\">Manager<\/span><span class=\"active\">Tool admin<\/span><\/div>\n<div class=\"icon\">Interface\uff1a<span class=\"active\">App<\/span><span class=\"active\">Web<\/span><\/div>\n<p>&nbsp;<br \/>\n<b>\u2502 Set Approval Categories<\/b><br \/>\nWhen the Approvals tool is enabled, the only category available, which is also the default approval category is General. If you do not require any other category types, you may bypass this step and begin using the Approvals tool.<\/p>\n<p>Wanna know more about the Approvals tool? Check out the Approvals Tool Manual!<br \/>\n<a id=\"faqs-btn\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideRfa\/en\" target=\"_blank\" rel=\"noopener noreferrer\">Download Approvals Tool Manual<\/a><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<div>\n<h5><img src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2018\/07\/ic-price-lightning-yellow-24.png\">Reminder<\/h5>\n<ul>\n<li>The default category General cannot be edited or deleted.<\/li>\n<\/ul>\n<\/div>\n<div class=\"secondary\">\n<h5>Relevant Questions<\/h5>\n<p><a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1113\/\" target=\"_blank\" rel=\"noopener noreferrer\">Why do I have limited tool access?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1123\/\" target=\"_blank\" rel=\"noopener noreferrer\">How to assign an approver?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1174\/\" target=\"_blank\" rel=\"noopener noreferrer\">What\u2019s the difference between approving and escalating requests?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1085\/\" target=\"_blank\" rel=\"noopener noreferrer\">Can I batch-approve request forms?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1151\/\" target=\"_blank\" rel=\"noopener noreferrer\">The HR tool setup.<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1152\/\" target=\"_blank\" rel=\"noopener noreferrer\">What settings in HR are required for new employees?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1117\/\" target=\"_blank\" rel=\"noopener noreferrer\">Understand your tool role and what it does.<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/features\/#rfa\" target=\"_blank\" rel=\"noopener noreferrer\">What are the features of the Approvals tool?<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>FAQ-ID\uff1a1125 The Approvals tool eliminates the hassle that is outdated paper approvals. Gone is the waiting game that wastes valuable time for action. Now you can send approvals to designated managers and track their progress in real-time. This dramatically cuts down the time for any important decision-making process, allowing you to put more energy and<a href=\"https:\/\/portal.workdo.com.cn\/en\/ufaqs\/1125\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[979],"ufaq-tag":[1031,1020,1032,1243,1029],"_links":{"self":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq\/6839"}],"collection":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq"}],"about":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/types\/ufaq"}],"author":[{"embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/comments?post=6839"}],"wp:attachment":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/media?parent=6839"}],"wp:term":[{"taxonomy":"ufaq-category","embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq-category?post=6839"},{"taxonomy":"ufaq-tag","embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq-tag?post=6839"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}