Sometimes it can be helpful to have an approval process in your Wishlist tool for budgeting purposes. You can set specific approvers, and you can also have a default approver for any reward that requires an approval.
*Note: You must be a Program Admin to adjust these settings.
Under the "Admin" tab in your Wishlist portal, on the left, select "Settings"Navigate to the "Reward Approvals" tab
Next, toggle the Activate Approvals button on.
Next, follow the prompts to set up the Primary Approver, and optionally, you may set up a Secondary Layer of Approval if desired.
Please note, your first approval layer selection determines where the budget is deducted from, whether it is the Sender's individual budget or the Sender's Group's budget.
- Recipient's Manager will deduct from the sender's individual budget.
- Sender's Group Leader will deduct from the sender's Group budget.
- Program Administrators will deduct from the sender's individual budget.
In order to turn on Manager approvals, a default approver must be chosen and managers must be attached to employees on the roster.
In order to turn on Group approvals, a default approver must be chosen, Groups must be enabled in the Groups section and Group Leaders must be identified.
Finally, select the Default Approver - This will be the approver in the event that a manager or group leader is not assigned to an employee or if an approver is offboarded from Wishlist.
