How to Define Criteria, Values, and Approvers in Tiered Approval Workflows

Defining criteria, values, and approvers in tiered approval workflows means establishing precisely which transactions require approval, what each approver's limit is, and who takes over when the primary responsible party is unavailable — creating a policy the system can apply automatically.

Why Precise Definition Matters So Much

A poorly defined authorization tier creates two opposite problems: approvals that should be reviewed pass without analysis, or simple approvals get stuck due to excessive bureaucracy. Clarity in the definition avoids both extremes.

The Three Axes of an Authorization Policy

1. Transaction type Not every expense follows the same logic. Reimbursements, purchases, contracts, and vendor payments have different natures and may require different approvers.

2. Transaction value The most common axis. Define clear ranges:

Up to $500: direct manager
$500 to $5,000: department director
Above $5,000: CFO or board

3. Department or cost center Marketing, operations, and IT may have different limits for the same type of expense. Centralizing rules by area avoids inconsistencies.

How to Document the Authorization Policy

Create a matrix crossing expense type × value range × responsible approver
Define a substitute for each approver (for absence cases)
Set maximum response time before automatic escalation
Review the matrix at each relevant organizational change
Make the policy accessible to all employees who submit requests

Why Jestor Solves This

Native Approvals with support for hierarchy, value, and cost center
Substitute and automatic escalation configuration by deadline
Visual interface for defining rules without code
Automatic notifications for approvers and requesters at each step

FAQ

Can I have different approvers for the same value depending on the area? Yes — Jestor allows combined rules by expense type and department.

What happens if no approver is available? Configure a backup approver or automatic escalation to the next hierarchical level.

Do I need IT to configure the authorization tiers? No — configuration is done via Jestor's visual interface, without code.

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Discover Jestor at jestor.com and find out how to take your company's management to a new level of efficiency and integration.

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