This document describes how to use Lark Approval.
Lark Approval is an official app provided by Lark Technology. It frees you from tedious offline approval processes and allows you to complete various approvals online, increasing the approval efficiency of the team.
II. Use Approval
1. Enter Lark Admin
Step 1: Click Workplace on Lark desktop and select Approval app.
Step 2: Click Approval Admin in the top-right corner.
In the Approval Admin, you can group and sort approvals. These changes will take effect on the approval requests page of the corresponding employee.
Click Create Group and set the approval type of the group, such as administration, HR, or finance. Click Sort to drag different groups to change their order. The groups and order here will correspond to employees' Approval app interface.
Click Create Approval to create a custom approval or use an approval template. (We currently provide various templates covering common approval scenarios.)
To create an approval, you must enter basic information, design the required forms, and design the process.
Step 1: Basic Information
Step 2: Form Design
Select and Drag the controls you need to the mobile display layout to add and set controls. The form designed here will actually be used by employees.
You can also select components. We provide four default components: leave, overtime, business trip, and remote. Components are associated with the Attendance app. When employees use leave, overtime, business trip, or remote approvals, the information will be automatically recorded in the employee's attendance record.
Step 3: Process Design
In process design, you can set the content of each approval node, including the approvers, approval methods, readable and editable fields, and whether transfer or additional approvers are allowed.
You can design more complicated approval processes by adding additional approvers to create multiple nodes and adding branches to configure different approval processes for different situations.
Step 4: More settings
Set the revoke and transfer rules of approval:
After completing the above 4 steps, click Preview in the upper-right corner to view the full process. Finally, click Publish in the upper-right corner to complete creation.
- 4.Data Search and Export
On Data Search and Export page, you can conveniently view and export approval records, as well as filter the records by title, status, time, and key words.
On Leave Management page, you can add and manage various types of leave, including personal leave, sick leave, and annual leave. You can also view and modify employee's leave balances.
On the overtime management page, you can configure the overtime computation formula and overtime hours conversion. You can also set different overtime rules for business days, days off, and holidays. Employee attendance data is shared with the overtime approvals feature.
Employees can open the Approval app at the Lark Workplace. On the Submit approval page, they can select an approval, enter the required information, and submit to initiate an approval. Then the corresponding approvers will receive an approval notification in Lark.
In addition, on the Approval page, you can view submitted approval requests and track the approval progress.