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 approval.
*Note: You must be a Program Admin to adjust these settings.
Under the Admin tab in your Wishlist portal, on the left, select Rewards and navigate to the Reward Approvals tab
Next, toggle the Activate Approvals button on.
Now follow the prompts to set up the Primary Approver. Setting up a Secondary Layer of Approval is optional if desired.
Please note that 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 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.
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 person who will approve rewards, should a manager or group leader not be assigned to an employee, or if an approver is offboarded from Wishlist.