Approval Configuration

You can create a commission approval process for your organisation to effectively manage what your reps are paid. In this tutorial, we will show you how to create an approval workflow for your plans.

Step 1:

Log in to your ElevateHQ dashboard. On the left side panel select “Approvals”.

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Step 2:

In the approvals tab, select “Workflow Config” on the top section.

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Step 3:

Click on the 'Create Workflow' option. The system will open the workflow tab. Here you can start by filling in the basic details such as the workflow name, start date and end date. Once you have filled in these details select proceed.

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Step 4:

In the next section, the system will prompt you to enter the workflow stages and the respective approvers for those stages. Once these details have been filled click on 'Proceed'.

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Step 5:

In the next step, add the list of employees that you wish to add to the workflow and click on 'Proceed'

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Step 6:

In the final stage, the system will show you a preview of the workflow. Once you have reviewed the flow, click 'Save & Activate'.

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