Approvals Across flair
flair routes approvals through the Approval Framework. The table below maps each documented approval type to its approvers and the surface where it is handled. To configure routing, steps, and approvers, see Approval Policies.
| Area | Approval type | Who approves | Where it is handled |
|---|---|---|---|
| Time and attendance | Timesheets | Managers and HR personnel | Salesforce Timesheets, Employee Hub Time Management or Timesheets, or the mobile app Approvals or Timesheets |
| Time and attendance | Time-entry Change Requests | The employee's manager | Salesforce Change Requests or Employee Hub Approvals or Change Requests |
| Time and attendance | Project Time Entries | Project manager; optionally the client; finance if applicable | Employee Hub Team > Time Management > Projects |
| Time and attendance | Time Balance or Comp Time time-off requests | The employee's manager | Employee Hub Time Balance or My Hours, or Absences |
| Absences | Absence requests | The employee's direct manager by default, or an assigned absence manager | Employee Hub Team > Absences, Salesforce Absences, or Slack |
| Expenses | Expense claims | Managers and HR administrators | Salesforce Expenses Overview or Employee Hub Manager > My Team |
| Expenses | Expense Groups | Managers and HR administrators | Salesforce Expenses Overview or Employee Hub Manager > My Team |
| Documents | Employee Documents uploaded by employees | HR managers when visibility is HR Manager and Employee | Employee Hub Approval Requests or Salesforce Approval Requests / Employee Documents |
| Documents | Certificates uploaded by employees | The employee's manager | Employee Hub My Team > Certificates |
| Scheduling | Shift Transfer requests | Managers with the Flair Scheduler Manager or Flair Scheduler Admin permission set | Employee Hub Approvals or the Salesforce Scheduler |
| Scheduling | Open Shift requests in the flair Scheduler | Flair Scheduler Manager or Flair Scheduler Admin users | Salesforce flair Scheduler; employees request from Employee Hub Shifts > Colleagues |
| Scheduling | Open shift requests in the legacy Shift Planner | The employee's manager | Employee Hub Shift Planner > All Shifts; the manager is notified to approve or decline |
| People and development | Employee Data Change Requests | A manager or HR admin, depending on the organization's settings | Salesforce flair HR app, Employee Data Change Requests on the employee record |
| People and development | Compensation Reviews | Approvers in the selected flair approval process | Employee Hub Compensation |
| People and development | Employee-initiated goal creation, updates, or deletion | The approval-workflow approver; manager and HR actions bypass approval | Employee Hub Goals, using the manager view's Pending Approval filter |