Approval rules – How do I set up a budget approval rule?

Modified on Tue, 13 Jan at 3:42 PM

In this article, we explain step by step how to set up a budget approval rule in the LMS.

Step 1: Go to the correct settings

Navigate to the Workflows tab in the LMS.
Click Create.
Select Approval rule.
Choose the Budget approval option.

Step 2: Enter the basic information

Rule name: Give the budget rule a clear and descriptive name.
Description (optional): Add additional explanation if desired.

Step 3: Configure the approval settings

Who does this rule apply to?

All employees: Suitable for requests for both external offerings and in-company trainings.
Specific teams: Only applicable to requests for external offerings.

What does this rule apply to?

Budget type:

All academy budgets
All personal budgets
Specific academy budgets: select a specific budget

Approval configuration

Approved by: Determine who must approve the request.
For requests starting from: Set a threshold amount. Requests below this amount do not require approval.

Step 4: Assign approving managers

The following managers must approve: Select the managers who are allowed to approve budget requests.

Select how approvals work:

All selected managers must approve
Approval from one of the selected managers is sufficient

Step 5: Activate the budget rule

Click Activate budget rule to put the rule into effect.