Review and track Approval Requests
Review requests as an approver and track submitted requests as an employee. This guide covers notifications, request details, Approval Path, comments, multiple approvers, and manager transfers.
Employees and approvers in the Employee Hub, mobile app, Slack, or email. HR Admins and authorized approvers can also review records in Salesforce.
Understand Approval Request routing
When an employee submits an absence, Employee Document, or another supported record, flair processes it in this order:
| Stage | What happens |
|---|---|
| Policy matching | flair selects the matching Approval Policy. |
| Request creation | flair creates an Approval Request for each applicable step. |
| Notification delivery | Approvers receive notifications through enabled channels. |
| Deep linking | Each notification links to the specific request. |
| Decision and update | Approvers approve or reject with an optional comment, and flair updates the workflow. |
Review Approval Request notifications
Notifications contain the context and a direct link to the request:
| Channel | Available actions and details |
|---|---|
| Shows request type, requester, key details, submission time, and a direct link. | |
| Slack | Shows details and Approve and Reject actions when the flair Slack integration is enabled. |
| Employee Hub | Opens the request details in a side panel with actions, history, and comments. |
| Mobile app | Sends a push notification and supports details, decisions, and approval history. |
An email can use this format:
Subject: You have a new approval request from [Employee Name] for [Object Type]
- Request details
- Link to review and approve
- Submission date and time
Review Approval Request details
Open a deep link or select a request. Approval Request Details shows the following information:
| Group | Details |
|---|---|
| Request | Requester, submission time, current status, dates, amounts, and other object-specific values. |
| Description | A short summary of the request, generated from the matching Approval Policy's configuration. flair shows it only when the policy provides one. |
| Approval Path | Every step, status, approver, action, and time. |
| Context | Requester comments, documents, related records, history, and overlapping absences. |
| Actions | Approve and Reject for the active approver. |
| Tabs | Details, Comments, and Approval Path. |
| Status | Current step, your role, and actions already taken. |
Deep links from email, Slack, and Employee Hub notifications open the specific request with its actions and context.
Approve or reject a request
Approve a request
- Open the Approval Request.
- Review its details and Approval Path.
- Click Approve. flair records the time and advances to the next step or completes the workflow.
If another step remains, flair notifies the next approver. Otherwise, the request becomes fully approved. The requester sees the new status, and applicable parties receive a notification.
Reject a request
- Open the Approval Request.
- Click Reject.
- Optional: Enter a comment that explains the decision.
- Submit the rejection. flair records it, stops the workflow, marks other pending requests as Skipped, and notifies the requester.
Identify an auto-approved request
Requests can be auto-approved when a policy requires no approval, an absence type allows automatic approval, or the requester matches a configured Employee Segment.
Auto-approved requests show Auto-Approved in the approval column and remain in approval history. They have no action buttons.
Find Approval Requests
Find team requests in the Employee Hub
- In the Employee Hub, open Team.
- Select Absences or the relevant area.
- Review pending requests for your team.
- Optional: Filter by Pending or All, request type, date range, employee, or approval status.
- To decide from the list, click Accept or Reject.
- To see full details and multiple-approver avatars, open the request.
Find your submitted requests
- In the Employee Hub, open your personal absence or document area.
- Open a submitted request.
- Review its status, completed approvers, and pending approvers.
Find requests in Salesforce
- In Salesforce, open the App Launcher (⋮⋮ grid icon), and select Approval Requests. You can also open requests from related Absences or Employee Documents.
- Open a pending request.
- On Related, review approvers, status, action date, comments, and the full path.
- If you have permission, change the approval status.
On People, pending indicators identify employees with requests and provide direct links and filters.
View the Approval Path
View the path as an approver
- In the Employee Hub, open Approval Requests.
- In Pending or All, select a request.
- In Approval Request Details, open Approval Path.
- Under What to expect next?, review each step in order.
View the path as a requester
- Open your request. Approval Path appears when approval is required and shows completed, pending, and skipped steps. Requests without approval do not show the path.
Interpret path statuses
| Status | Meaning |
|---|---|
| Completed | The participant finished the step; the path shows Added just now or the action time. |
| Review Pending | The step awaits a decision. |
| Rejected | The approver rejected the request, with a reason when provided. |
| Skipped | flair bypassed the step because the workflow changed or another action made it unnecessary. |
The requester appears first with Added just now. The current step is highlighted; completed steps show timestamps, and future steps remain pending.
The path updates without a page refresh after a decision. It shows the new status, skipped downstream requests when applicable, and overall progress.
A request can become Skipped after a manager transfer, earlier rejection, policy change, updated auto-approval rule, or another approver's sufficient decision.
Understand multiple approvers
Avatar indicators show multiple approvers for one step. Hover over an avatar to see the approver's status; Action date shows when the person approved.
The policy can use one of these behaviors:
| Behavior | Result |
|---|---|
| Any one approver | The first approval advances the workflow. |
| All approvers required | Every approver must approve before the next step. |
| Parallel approval | Several approvers review at the same time. |
Approval Path shows who has acted and who remains pending.
Review overlapping absence requests
For an absence, the side panel shows the absence type, duration, date range, remaining allowance, team coverage, historical patterns, and team members absent on overlapping dates.
Use the overlapping-absence context to identify coverage gaps before making a decision.
Comment on an Approval Request
- Open the Approval Request.
- Open Comments.
- Enter a question, rejection reason, supporting context, special circumstance, or alternative.
- Submit the comment. flair adds it to the chronological audit history and notifies the relevant people.
Understand manager transfers
When an employee's manager changes during a pending workflow, flair performs these actions:
- Marks the old manager's request as Skipped.
- Creates an Approval Request for the new manager.
- Notifies the new manager.
- Updates Approval Path with the transfer.
For example:
Before: Manager A (Pending) → Manager B (Pending)
After: Manager A (Skipped) → Manager C (Pending) → Manager B (Pending)
The path retains the original approver, transfer time, new approver, and skipped assignment as an audit trail.
Troubleshooting
You do not receive notifications
- Check your notification settings in the Employee Hub.
- Confirm that your email address is correct.
- Confirm that the Slack integration is connected.
- Check the email spam folder.
You cannot see Approval Requests
- Confirm that the Approval Policy assigns you as an approver.
- Confirm that you have the required Salesforce permissions.
- Confirm that the policy is enabled and matches the request.
Approval actions do not appear
- In Approval Path, confirm that you are the current approver.
- Confirm that the request is not already approved or rejected.
- Confirm that you are not viewing a historical request.
- Check whether the policy changed after submission.
An approval transfers unexpectedly
- Check the employee's current manager.
- In Approval Path, review the transfer history and the old Skipped assignment.