How can I add a preliminary approver?

In Personizer, the process of a leave request can be customized by the admin determining if the requests do not require approval or if they need to be approved by a final approver. Additionally, one can add a preliminary approver to the process to include an additional filtering function.

1. Click on Employees in the left-hand navigation bar.

2. Search for the desired user (use the filter function if necessary) and click on the three dots in the right-hand column.

3. The Edit user option appears - click on it. A new window opens in which you can make the individual settings for the user.

4. Navigate to the User Settings section and click on Approval. Another window opens. Here you can view the settings for the approvals.

5. Click on the Edit Pen to make changes.

6. Edit the settings and then click on Save.

Updated on: 05/05/2025