This document describes how to use Feishu Approval.

I. Intro

Feishu Approval is an official app provided by Feishu Technology. It frees you from tedious offline approval processes and allows you to complete various approvals online, increasing the approval efficiency of the team.

II. Use Approval

Manage approvals

1.Enter Feishu Admin

Step 1: Click Workplace on Feishu desktop and select Approval app.

Step 2: Click Approval Admin in the top-right corner.

2.Group and sort

In the Approval Admin, you can group and sort approvals. These changes will take effect on the approval requests page of the corresponding employee.

Click Create Group and set the approval type of the group, such as administration, HR, or finance. Click Sort to drag different groups to change their order. The groups and order here will correspond to employees' Approval app interface.

3.Create an approval

Click Create Approval to create a custom approval or use an approval template. (We currently provide various templates covering common approval scenarios.)

To create an approval, you must enter basic information, design the required forms, and design the process.

Step 1: Basic Information

Enter the approval name, description, and set the approval group and visibility. You can also add frequently used approvals to Workplace here.

Step 2: Form Design

Select and Drag the controls you need to the mobile display layout to add and set controls. The form designed here will actually be used by employees.

You can also select components. We provide four default components: leave, overtime, business trip, and remote. Components are associated with the Attendance app. When employees use leave, overtime, business trip, or remote approvals, the information will be automatically recorded in the employee's attendance record.

Click here for more information about form design

Step 3: Process Design

In process design, you can set the content of each approval node, including the approvers, approval methods, readable and editable fields, and whether transfer or additional approvers are allowed.

You can design more complicated approval processes by adding additional approvers to create multiple nodes and adding branches to configure different approval processes for different situations.

Click here for more information about process design

Step 4: More settings

Set the revoke and transfer rules of approval:

•Cancel settings: Two types of already initiated approvals can be cancelled on Feishu Approval:

◦In progress: Approvals that are in progress can be cancelled by administrators. However, once a request has passed the first approval step, it can no longer be cancelled. Requests that are in progress and are awaiting anyone's approval can be cancelled at any step without the approver's consent.

◦Passed: Administrators can configure the cancelling settings for requests passed within x days. Request cancelling must be approved by an approver.

To learn more, visit Cancel approvals.

•Forward setting: Whether to restrict approval transfer to only employees relevant to the approval. Click here for more information about How to set a sending range?

After completing the above 4 steps, click Preview in the upper-right corner to view the full process. Finally, click Publish in the upper-right corner to complete creation.

4.Data Search and Export

On Data Search and Export page, you can conveniently view and export approval records, as well as filter the records by title, status, time, and key words.

5.Leave Management

On Leave Management page, you can add and manage various types of leave, including personal leave, sick leave, and annual leave. You can also view and modify employee's leave balances.

Click here for more information about leave management

6.Overtime management

On the overtime management page, you can configure the overtime computation formula and overtime hours conversion. You can also set different overtime rules for business days, days off, and holidays. Employee attendance data is shared with the overtime approvals feature.

Click here for more information about overtime management.

Initiate approvals

Employees can open the Approval app at the Feishu Workplace. On the Submit approval page, they can select an approval, enter the required information, and submit to initiate an approval. Then the corresponding approvers will receive an approval notification in Feishu.

In addition, on the Approval page, you can view submitted approval requests and track the approval progress.

Official Approval Connector

With official approval connectors, approval tasks from external systems (companies' self-developed systems or purchased third-party systems) can be pushed to Feishu Approval. Users can view and process all approvals, and enjoy one-stop approval experience by opening Feishu Approval's embedded documents on multiple devices (PCs, smartphones, Pads) in real time. With Feishu Approval's unique features, including the messages pushed via chats, daily to-do notifications, and approval efficiency dashboards, the efficiency of the entire approval process, from initiation, processing to statistics, can be improved significantly.

In order to address customers' needs for quick integration, the deployment of official approval connectors can be finished quickly within one day free of charge. Existing connectors support the following types of third-party approval systems. The number of connectors continues to grow in response to the increasing needs of customers.

Get Official Integrated Approval Connector