Approval steps are the ordered sign-offs a submitted application passes through before a worker is authorised for your site. Each step puts a named, accountable person behind the decision, against the evidence in front of them.

This guide covers:

• Defining one step or many, run in a set order, each with its own name and reviewer instructions
• Filtering a step to a worker classification or business function so it applies only where it should
• Setting the mandatory-document gate at the final step — block, warn on mandatory, or warn on any
• Running different step sequences per worker type, such as a longer employee process with an HR sign-off
• Modelling a two-person sign-off as two separate steps

Structure these well and every authorisation carries a clear, attributable trail.

💡 Power User Insight: Step configuration sits with a System Administrator, not at site level. A rejected earlier step doesn’t wipe a later approval — it marks it for re-approval.