Approval Workflows

Approval Workflows ensure that sensitive operations require manager authorization before they take effect. The platform supports configurable approval chains for financial transactions, schedule changes, and HR requests.

Void and Comp Approvals

When a staff member initiates a void or comp, the request is routed to an authorized manager for approval based on configurable rules.

Rule	Example Configuration
All voids require approval	Any voided item triggers a manager prompt
Threshold-based	Only voids over $25 require approval
Role-based	Shift leads can approve up to $50; GMs can approve any amount
Time-based	Voids after check close always require GM approval

Pending approvals appear on the manager's POS terminal and mobile app. If no action is taken within the configured timeout, the request escalates to the next level.

Discount Limits

Control which discount types each role can apply and set maximum thresholds:

• Percentage discounts — configure maximum percentage per role (e.g., servers up to 10%, managers up to 50%)
• Dollar-off discounts — set per-transaction and per-shift caps
• Reason codes — require a reason selection for every discount applied
• Approval escalation — discounts exceeding the role's limit route to a manager

All discount activity is logged with the staff member, reason, amount, and approver for audit purposes.

Schedule Change Requests

Staff can request shift swaps, shift drops, or schedule modifications through the app. These requests flow through a defined approval chain:

1. Staff submits request — selects the shift and provides a reason
2. Shift swap matching — if requesting a swap, the system finds eligible staff and notifies them
3. Manager review — the manager approves or denies based on coverage requirements
4. Automatic schedule update — approved changes update the published schedule and notify affected staff

Managers can set auto-approval rules for low-risk changes (e.g., swaps between equally qualified staff with no overtime impact).

Time-Off Requests

The time-off workflow supports vacation, sick leave, and personal days with configurable policies:

• Blackout dates — block requests during known high-volume periods
• Advance notice requirements — require requests a minimum number of days ahead
• Concurrent limits — cap how many staff in the same role can be off simultaneously
• Balance tracking — display remaining PTO balance when submitting a request

Approval History

Every approval action is recorded in a searchable audit log. Managers and owners can filter by:

• Date range
• Approval type (void, comp, discount, schedule, time-off)
• Staff member
• Approver
• Status (approved, denied, expired)

Configuration

Navigate to Settings > Approval Workflows to customize rules. Changes take effect immediately across all terminals and the mobile app for the selected location.