With groups, you can organise your employees into teams, squads or departments. You can assign approvers for each group who can approve trip requests or expense reports.
How do I create a group?
Company Owners and Admins can create a new group by following these steps:
Click Sign in on the WegoPro homepage and select your company (You can directly sign in using your company's WegoPro URL as well).
Go to Company settings and select Groups
Click Create new
Enter the Group name and select an approval process to apply to members of this group
Enter approvers for the approval process selected from your existing users
Optionally set a Policy to apply to members of this group
Add members (employees) who belong to this group.
Click Save to finish
👍🏼 Approval process
Anyone can approve
This is the default approval process, whereby approvers entered under this setting allow an employee to select any of the designated approvers to approve their travel booking request or expense report. Employees are free to select any 1 approver from this list to submit their requests to for approval.
Everyone must approve
With this approval process, employees can no longer select a designated approver and their request is automatically submitted and forwarded to all the approvers listed here, in the order specified.
💡 Pro tip: Learn how to setup multiple approvers for travel and expense requests submitted by employees
🗞 Policy
Default policy
This is the default setting, which applies the default travel and expense policy to members of this group.
Custom policy
Select a specific travel and expense policy to apply to members of this group.
👁 Group visibility
Allow employees to access all groups
By default, this setting is checked, which means your employees will see all the groups when submitting an expense report or booking travel. They can select the group they belong to, and the request will be submitted to the right approver based on their group selection.
Allow employees to access their own groups only
If you want your employees to only see groups that they belong to, you can select this setting. With this, employees will only see groups based on their membership when submitting an expense report or booking travel.
Note: If selected, you must make sure that all your employees are assigned a group, or they won't be able to proceed if group selection is mandatory.
✅ Group selection
Make group selection mandatory for expense reports
Allows you to make group selection mandatory (or optional) for submitting expense reports for approval.
Note: If you make this mandatory, you must make sure all employees are assigned to a group or make all groups visible to everyone, or they won't be able to submit expense reports.
Make group selection mandatory for trips
Allows you to make group selection mandatory (or optional) for every travel booking.
Note: If you make this mandatory, you must make sure all employees are assigned to a group or make all groups visible to everyone, or they won't be able to book travel for themselves.
✏️ Note: If you have not created any groups for your company, all the expense/budget reports and trip approval requests will be submitted to Company Owner for approval by default.