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Glossary· Approval workflows

Multi-Level Approval

Multi-level approval is an approval process in which a request, document, purchase, access change, or other business action must be reviewed by more than one person before it can proceed.

SequentialApprovers review one after another
ConditionalExtra stages appear only when needed
ParallelSeveral approvers can review at once
AuditableDecisions and actions stay traceable
Definition

In a multi-level approval workflow, a request moves through a defined sequence of two or more approval stages. Different approvers can be involved depending on factors such as department, request type, value, location, risk level, or organizational role.

Also known as

Multi-stage approvals, tiered approvals, sequential approvals, or approval chains. A software access request, for example, might first require approval from the employee’s manager, then the application owner, and finally IT or Security before access is provisioned.

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Definition

What is a multi-level approval process?

A multi-level approval process defines several checkpoints that must be completed before an action is authorized.

A simple workflow might look like this:

Request submitted → Manager approval → Department approval → Finance approval → Final action

However, multi-level approval workflows do not always have to follow the same path.

More advanced processes can use conditional routing. For example:

This makes multi-level approval particularly useful for organizations where different requests carry different levels of cost, risk, or responsibility.

Why it matters

Why are multi-level approvals important?

As organizations grow, relying on informal approvals through email, chat, or verbal confirmation becomes increasingly difficult to manage.

Multi-level approvals provide a structured way to make sure the right people are involved before important actions are taken.

Stronger governance

Approval stages establish clear decision-making responsibilities. Employees know who needs to approve a request, while administrators can verify that the required authorization took place.

Better risk management

Sensitive or high-impact requests can be reviewed by multiple stakeholders before they are executed.

For example, giving an employee access to confidential financial data may require approval from their manager, the data owner, and IT Security.

Improved compliance and auditability

Many business processes require organizations to demonstrate who approved an action and when.

A structured approval process creates a traceable record of requests, decisions, comments, timestamps, and resulting actions.

Better control over spending

Multi-level approvals are commonly used to prevent purchases or expenses from being authorized without the appropriate level of financial oversight.

Reduced dependence on individual employees

When approval logic is formally defined, organizations are less dependent on employees remembering who should approve what.

Use cases

Common multi-level approval use cases

Multi-level approvals can be used anywhere a business decision requires authorization from several stakeholders.

Access requests

An employee requests access to an application, Google Group, Shared Drive, folder, system, or dataset. For IT teams handling this at scale, see IT access request approvals.

The approval chain might include:

Employee → Manager → Resource owner → IT or Security

Once all required approvals are completed, access can be provisioned.

Purchase requests

Employees submit requests for software, equipment, services, or other business purchases.

Approval levels can change based on the purchase amount.

For example:

Requester → Manager → Budget owner → Finance → Executive approval

Expense approvals

Expense claims may require approval from a manager before being reviewed by Finance.

Higher-value expenses can automatically require additional approval.

Employee onboarding

Hiring or onboarding processes can require approval from several teams before accounts, software licenses, devices, or system permissions are created.

Leave requests

Leave may require approval from an employee’s manager and, depending on the organization, HR or another department.

Additional approval levels can be triggered for extended leave or specific types of absence.

Contract approvals

Contracts may need to be reviewed by the business owner, Finance, Legal, Procurement, or senior management before they can be signed.

Document approvals

Policies, proposals, reports, marketing materials, financial documents, or other business content may need to pass through several reviewers before publication or distribution.

Vendor approvals

New vendors may require approval from Procurement, Finance, Security, Legal, and the relevant business owner.

IT change requests

Infrastructure changes, application changes, administrative permissions, or security configurations may need approval from system owners and IT leadership before implementation.

Departments

Which departments use multi-level approvals?

Multi-level approvals are not limited to one business function. They are commonly used across the organization.

IT and IT Operations

IT teams use approval workflows for:

Human Resources

HR teams can use multi-stage approval processes for:

Finance

Finance approval workflows commonly cover:

Procurement

Procurement teams may require several approvals for:

Legal

Legal departments can use approval processes for:

Sales

Sales approval workflows can include:

Marketing

Marketing teams may use multi-level approval for:

Operations

Operations teams often manage processes that cross several departments, making multi-level approvals particularly useful for procurement, facilities requests, vendor management, operational changes, and internal service requests.

Common hurdles

What are the challenges of multi-level approval processes?

Adding more approval stages can improve control, but it can also introduce operational friction if the process is managed manually.

Approval bottlenecks

A request may remain unresolved because one approver has not responded.

When several approvals are required, a delay at any stage can hold up the entire process.

Approvers do not know when action is required

Approval requests can easily disappear inside crowded email inboxes or chat channels.

Requesters may then need to manually remind approvers.

Complex routing rules

The correct approval path may depend on:

Managing these rules manually quickly becomes difficult.

Approver availability

An approver may be on leave, unavailable, or no longer responsible for the relevant process.

Without delegation or escalation rules, requests can become stuck.

Too many unnecessary approvals

Poorly designed approval chains sometimes send every request through the same number of stages, even when additional approval provides little value.

This creates unnecessary administrative work.

Limited visibility

Requesters may not know whether their request is waiting for a manager, Finance, IT, or another stakeholder.

Administrators may also struggle to identify where requests are being delayed.

Inconsistent processes

Different employees may follow different approval routes for the same type of request.

This can lead to inconsistent decision-making and weak governance.

Missing audit trails

Approvals conducted through separate emails, messages, spreadsheets, and verbal conversations can be difficult to reconstruct later.

Changes made while approval is in progress

This is especially risky in document approval workflows. If the original document remains editable while people are reviewing it, the content can change after one or more approvers have already approved it. Different approvers may then be reviewing different versions, and the final document may no longer match what was actually approved.

To avoid this, the document should be locked for editing during the approval process or the workflow should create a fixed version or snapshot that becomes the official version under review.

Manual work after approval

Receiving approval is often only one part of the process.

Someone may still need to manually create an account, update a spreadsheet, change permissions, generate a document, send a notification, or update another system.

Automation

How automation helps manage multi-level approvals

Approval workflow software allows organizations to define the entire approval process in advance and automatically coordinate each stage.

Instead of manually forwarding requests between stakeholders, the workflow determines who should approve the request, sends the approval request, records the response, and decides what should happen next.

Automatically route requests to the right approver

Approval workflows can determine the appropriate approver dynamically based on information contained in the request.

For example, the workflow could identify:

This avoids maintaining a single static approval chain for every request.

Create conditional approval paths

Not every request needs the same level of scrutiny.

Automation allows approval stages to be added only when predefined conditions are met.

For example:

If software cost < $1,000 → Manager approval

If software cost ≥ $1,000 → Manager + Finance approval

If software cost ≥ $10,000 → Manager + Finance + Executive approval

Send automated reminders

If an approver does not respond within a defined period, the workflow can automatically send reminders instead of relying on the requester to follow up.

Escalate overdue approvals

Requests can be escalated to another person if the original approver does not respond within a specified timeframe.

Support approval delegation

Approval workflows can route requests to alternative approvers when the primary approver is unavailable.

Run approvals sequentially or in parallel

Some processes require one approval before the next person can review the request.

Others can request approval from several stakeholders simultaneously.

Automation can support both models.

For example:

Sequential:

Manager → Finance → Security

Parallel:

Manager + Application owner + Security

The workflow proceeds once the required approval conditions have been met.

Keep requesters informed

Automated notifications can tell requesters when:

Maintain an approval audit trail

Automated approval workflows can record:

This creates a much clearer record than approvals spread across email threads and chat messages.

Automate what happens after approval

One of the biggest advantages of approval automation is that the process does not have to stop once approval is granted.

The same workflow can continue and perform the required business action.

For example, after an access request is approved, an automated workflow could:

  1. Add the employee to the required Google Group.
  2. Grant access to a Shared Drive.
  3. Update an internal tracking system.
  4. Notify the requester.
  5. Record the completed action for audit purposes.

This turns an approval workflow into an end-to-end business process rather than simply a digital approval form.

Approval models

Sequential vs parallel multi-level approvals

There are two common ways to structure multi-level approval workflows.

Sequential approval

Approvers review the request one after another.

For example:

Manager → Finance → Department Head

The second approval request is only sent after the first approver has approved the request.

Sequential approval is useful when later approvers should only review requests that have already passed earlier checks.

Parallel approval

Several approval requests are sent at the same time.

For example:

IT + Security + Application Owner

The workflow waits until the required approvers have responded.

Parallel approvals can significantly reduce processing time when approvers do not depend on each other’s decisions.

Many business processes combine both approaches.

For example:

Manager approval → IT + Security approval in parallel → Provision access

Design

How to design an effective multi-level approval workflow

A good approval workflow should provide appropriate oversight without adding unnecessary friction.

Before building the process, define:

The objective should not be to add as many approval stages as possible. It should be to involve the right decision-makers while keeping the process efficient.

Example

Multi-level approval workflow example

Consider an employee requesting access to a sensitive application.

Step 1: Request

The employee submits an access request containing the application, requested role, business justification, and duration of access.

Step 2: Manager approval

The employee’s manager confirms that the access is required for the employee’s role.

Step 3: Application owner approval

The application owner checks whether the requested permission level is appropriate.

Step 4: Security approval

If the application contains sensitive information, the workflow automatically adds an additional Security approval stage.

Step 5: Provisioning

Once all required approvals are completed, the workflow grants the appropriate access.

Step 6: Notification and audit

The employee is notified, and the approval decisions and provisioning actions are recorded.

Without automation, each of these steps may require separate emails, reminders, administrative actions, and manual record keeping.

With workflow automation, they can operate as one connected process.

With Zenphi

Multi-level approvals with Zenphi

Zenphi lets organizations build approval workflows that cover the entire process — from how a request enters the workflow, to who needs to approve it, what happens when an approval expires, and what business action should happen after the final decision.

1
Trigger the approval from the channel your users already use

An approval workflow can start from a Google Form, Jotform, Typeform, an internal portal, or another business process. It can even start directly in Google Chat when a workflow is converted into an enterprise AI agent for Google Chat using Zenphi AI Studio. That gives employees a conversational way to submit requests without introducing another standalone interface.

2
Add extra approval loops based on requester or request data

The approval path does not have to be fixed. Zenphi can evaluate information such as the requester’s department, role, manager, location, requested resource, purchase amount, risk level, or other workflow data and add an extra approval loop only when it is required.

For example, a standard software request may require manager approval, while a request involving sensitive data can automatically add the application owner and Security before the workflow continues.

3
Create an escalation path for approvals that expire without a decision

Not every approval ends with an explicit Approve or Reject response. An approver may simply fail to respond before the expiry date. Zenphi can define what should happen next instead of leaving the request stuck indefinitely.

The workflow can send reminders, route the request to a backup approver, escalate it to a manager or process owner, create a follow-up task, or close the request according to your policy. The escalation path becomes part of the workflow logic rather than something the requester has to manage manually.

4
Turn the approval outcome into an actual business action

Approval does not have to be the end of the workflow. Once the required decision is reached, Zenphi can take action in Google Workspace or external systems automatically.

Depending on the process, the workflow can provision access, update records, create an invoice, process a payment, create and send a purchase order, onboard or offboard an employee, change Google Workspace permissions, generate documents, notify stakeholders, or trigger another connected business process.

This is what turns approval workflow software into more than a digital approval form: the request, approval logic, exception handling, audit trail, and downstream action can operate as one connected workflow.

Bring us one messy approval workflow. We’ll automate it with you in 30 minutes.

Talk to a Zenphi workflow expert and bring a real approval process that is currently running through email, spreadsheets, chat, forms, or manual follow-up. In a 30-minute working session, we’ll map the logic, identify the approval and escalation paths, and show you how to automate it end to end.

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  • Why approval workflows matter and where manual processes break down
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FAQ

Frequently asked questions about multi-level approvals

What does multi-level approval mean?

Multi-level approval means that a request must be reviewed by more than one approver or approval stage before it can be completed. In Zenphi, for example, this can be modeled as a sequence of approval steps, conditional approval loops, or a combination of sequential and parallel approvals.

What is the difference between single-level and multi-level approval?

A single-level approval requires one approval decision. A multi-level approval requires two or more approval stages, such as manager approval followed by Finance or Security approval. Approval workflow software such as Zenphi can support both simple one-step approvals and more complex multi-level processes.

Can different requests have different approval levels?

Yes. Conditional approval workflows can determine the required path based on request value, department, role, location, risk level, or the resource being requested. For example, Zenphi can use requester or request data to add an extra approval loop only when a particular condition is met.

Can multi-level approvals happen at the same time?

Yes. Parallel approval workflows can send requests to several stakeholders simultaneously, while sequential workflows send them one after another. Platforms such as Zenphi can combine both approaches in the same process — for example, Manager approval → IT + Security in parallel → final action.

What happens if an approver does not respond?

An automated approval workflow can send reminders, escalate the request, route it to an alternative approver, or trigger another predefined action when the approval expires without an explicit decision. In Zenphi, these expiry and escalation rules can be built directly into the workflow rather than handled manually by the requester.

Can an approval workflow automatically perform an action after approval?

Yes. Approval automation can continue into the next business action once the required approvals are complete. In Zenphi, for example, an approved request can trigger Google Workspace access provisioning, update records, create or send a purchase order, create an invoice, process a payment, generate documents, or start an onboarding or offboarding workflow.

What is a dynamic approver?

A dynamic approver is selected automatically based on information available when the workflow runs rather than being permanently assigned in advance. For example, Zenphi can identify the requester’s manager, the owner of a Google Group or Shared Drive, a Finance approver based on purchase value, or another approver determined by workflow data.

What are multi-level approvals used for?

Common use cases include access requests, purchase approvals, expenses, employee onboarding, contracts, vendor approvals, leave requests, document reviews, IT changes, and financial processes. In Zenphi, the same multi-level approval pattern can be connected to the actions that happen before and after the decision, rather than operating as a standalone approval form.

What tools can automate multi-level approval workflows?

There are many workflow platforms that can automate multi-level approvals. Common options include Microsoft Power Automate, Zenphi, Kissflow, Appian, and Nintex. The best fit depends on factors such as your existing technology stack, the complexity of your approval logic, integration requirements, and what needs to happen after approval. Zenphi is designed particularly for organizations that want approval workflows closely integrated with Google Workspace and connected business systems.

Next step

Automate multi-level approval workflows

Multi-level approvals provide organizations with stronger control over business decisions, but manually coordinating several approvers can create delays and unnecessary administrative work.

Workflow automation makes it possible to combine approval rules, conditional routing, reminders, escalations, audit trails, and downstream actions into a single process.

With Zenphi, teams can build multi-level approval workflows that connect directly with Google Workspace and the other systems involved in their day-to-day operations.

Ana Bibikova
Written by

Ana Bibikova

Marketing and automation strategist specializing in translating complex workflows into clear, actionable content for modern organizations. Ana approaches automation from both a strategic and operational perspective, with a particular focus on scalable systems built on Google Workspace and cloud-based infrastructures.

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