Can I automate approval and task delegation in Zoho People for leave, travel, and expenses?
Absolutely. Zoho People offers strong built-in approval workflows for HR-related functions. Here’s how automation typically works:
Predefined Approval Hierarchies:
Based on your org structure, Zoho People knows who the reporting manager is for each employee.Multi-Step Approvals:
You can set up sequential approvals—e.g., leave requests go to the reporting manager, then HR.Auto-Delegation:
If a manager is on leave, approvals can automatically route to a delegated authority.Task Creation Post-Approval:
For travel or onboarding approvals, follow-up tasks (e.g., booking tickets, asset allocation) are created automatically.Notifications & Reminders:
Approvers get instant email/app reminders, and employees are notified on status changes.
Use Case Example:
An employee applies for travel. Once approved by their manager, Zoho People sends an auto-task to the admin team to book travel, and informs finance for advance reimbursement.
This type of automation improves transparency, reduces HR burden, and keeps processes consistent.
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