Requests and approvals

Every change follows your rules, from the first ask to the final decision. 31 features.

Ask for a position: Business leaders who cannot edit the plan request a new position with a business driver and justification.
Cost estimate on requests: The requester sees the estimated cost of their own request before sending it.
Your requests: A table of your own requests with their status and a side panel for each.
Finance challenge: Finance reviews each position request and can accept, reject, defer or accept with changes.
Approve with changes: An approver changes level, start or location, sees the new estimate and tells the requester what changed.
Defer with automatic expiry: A deferred request stays open for a set period, then Kivos rejects it automatically and records why.
Ask again: Reopen a deferred request already filled in.
Approvals inbox: Every request waiting on you, of every kind, in one table with a side panel.
Approve, return or reject: Decide each step with an optional note; a rejection needs a reason the requester sees.
Return for information: An approver asks a question and the request comes back to the same step once answered.
Delegate an approval: Pass a step to someone whose role and scope let them approve it, with a Delegated by me tab.
Decide several at once: Tick several requests and approve, return, reject or delegate them with one note.
Grouped scenario adoption: The changes from adopting a scenario arrive as one grouped row to approve all or some.
Envelope change approvals: Changes to a cost ceiling can be routed for approval under their own rule.
Approval history window: Show history opens every step, done and waiting, with comments.
Changes register: Every proposed and applied change to a position, newest first, with All, Raised by me and Waiting on me tabs.
Withdraw, and Withdraw and edit: The raiser can pull back a change, or pull it back and reopen it in the Plan grid to edit.
Answer a returned change: The raiser replies and the change goes back to the same approver.
Approval rules (triggers): Decide when a change needs approval again, for example cost or start date beyond a tolerance, contract type, FTE, level, or salary outside its range.
Approval matrix and chains: Decide who approves by change type, org unit, country and annual cost, in steps.
Draft and publish approval rules: Edit rules in a draft, check for gaps and overlaps, and publish from a chosen date.
Chain exceptions: Give a change type its own chain, or add an exception for an org unit, a country or both.
Approvers from the approval tree: A step can name the head of the org unit or of its parent instead of a named person.
Publish blocked on conflicts: A draft that names someone who has left, or has other conflicts, cannot be published until fixed.
Test a change: Run a sample change through the rules to see whether it needs approval and who approves.
Plan version approval routing: Plan versions are approved directly or routed through a chain.
Envelopes (cost ceilings): One cost ceiling per org unit per fiscal year, measured on run rate at year end.
Envelope states: Within ceiling, Near limit, Ceiling breached, Past year, shown on requests, approvals and screens.
Envelope impact on every request: Shows what is left if all pending requests and this one are approved.
Copy envelopes to another year: Copy a year's ceilings, changed by a percentage up or down.
Envelopes optional: An Administrator can turn envelopes off for the company; existing ones are kept.

Bring your plan. We'll bring Kivos.

A walkthrough built around your structure: your entities, your currencies and your approval rules.

info@kivos.co.uk

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