We’re excited to introduce a powerful enhancement to the Action Workflow — automatic approval routing to the employee’s Department Head!
You can now select “Employee Department Head” in the Action to Trigger section while configuring workflows to automatically send approval requests to the selected employee’s assigned Department Head.
When a transaction is created for an employee:
The system identifies the employee’s department.
Retrieves the assigned Department Head.
Automatically sends the approval request to the correct Department Head.
No manual selection required!
Go to HR → Departments → Create / Edit Department
Select the relevant HR Stream
Enter or edit the Department Name
In the Department Head dropdown, select the employee to assign
Click Save
âś” The selected employee is now the official Department Head
âś” Workflow approvals will automatically route to them

Go to Setup Workflow
Open or create the required workflow
In Setup Workflow Actions to Trigger
Click Add Items
Set:
Action Type: Approval
User Type: Employee Department Head
Save the workflow

âś” Fully automated approval routing
âś” Eliminates manual approver selection
âś” Ensures accurate department-based approvals
âś” Improves overall process efficiency
This enhancement makes your approval process smarter, faster, and more reliable.