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8xpand Integration

ApproveThis manages your 8xpand Integration approvals.

April 17, 2025

Integration Category: Hr

The Power of Combining Approval Management with HR Automation

Modern businesses face two critical challenges: maintaining efficient HR processes and ensuring timely decision-making. 8xpand's comprehensive HR platform solves the first problem with tools for payroll, recruitment, and employee management. ApproveThis addresses the second through structured approval workflows. When connected via Zapier, these platforms create an operational powerhouse that transforms how organizations handle personnel-related decisions.

Why This Integration Matters

8xpand excels at managing employee lifecycles but lacks native approval routing capabilities. ApproveThis fills this gap by adding intelligent authorization layers to HR actions. Together, they enable:

  • Automated compliance checks for hiring and payroll changes
  • Real-time visibility into approval bottlenecks

A manufacturing company reduced onboarding delays by 68% using this integration to automatically route contract approvals when new factory workers were added in 8xpand.

Core Integration Use Cases

1. Automated Employee Onboarding

When HR creates a new 8xpand employee profile, ApproveThis can automatically:

  • Request department head approval for role-specific equipment budgets
  • Verify salary approvals before syncing to payroll

Example: A tech startup uses this workflow to ensure all new engineer hires receive immediate access to cloud infrastructure budgets after manager approval.

2. Cross-Departmental Policy Compliance

ApproveThis adds governance to 8xpand data changes through:

• Finance team sign-off for overtime hour thresholds
• Legal review of contractor classification changes
A healthcare network prevents compliance violations by requiring CTO approval before IT assigns high-risk system access in 8xpand.

Strategic Benefits by Team

For HR Departments

The integration eliminates manual follow-ups by automatically:

- Routing promotion approvals to correct executives based on 8xpand's reporting structure data
- Escalating time-off requests during peak periods using ApproveThis' vacation delegation

For Finance Teams

ApproveThis adds fiscal control through:
• Automatic approval thresholds for bonus payments tracked in 8xpand
• Three-way matching for contractor invoices against 8xpand project hours

For Operations Managers

Combine 8xpand's shift scheduling with ApproveThis to:
- Require safety officer approval for overtime in hazardous environments
- Automate equipment purchase approvals when adding maintenance staff

Implementation Made Simple

Setting up the integration takes three steps:

1. Connect via Zapier: Create a Zapier account and connect both platforms (zapier.com)
2. Choose Triggers: Select either "New Employee" in 8xpand or "Approval Request" in ApproveThis
3. Map Data Fields: Link 8xpand employee data to ApproveThis request templates

Pro Tip

Use ApproveThis' calculated fields to auto-approve routine promotions under $5k while flagging exceptions for manual review - combines perfectly with 8xpand's compensation data.

Why This Pairing Works

Key differentiators make this integration particularly powerful:

External Approver Access: ApproveThis lets clients or department heads approve 8xpand actions without needing an 8xpand license - ideal for cross-company collaborations.
Conditional Routing: Route payroll change approvals differently based on 8xpand employee type (full-time vs contractor).
Audit Trails: Maintain permanent records of who approved 8xpand data changes and when.

Real-World Impact Scenarios

Case 1: Rapid Scaling for Retail Chains

A national retailer automates seasonal hiring approvals:
1. Store managers submit candidate details in 8xpand
2. ApproveThis routes background check approvals to loss prevention
3. Auto-approved hires receive onboarding docs upon completion

Case 2: Manufacturing Compliance

An industrial equipment maker connects 8xpand training records to ApproveThis:
- Workers can't be scheduled in 8xpand for certified roles until safety managers approve competency checks
- Expiring certifications trigger re-approval workflows 30 days pre-expiration

Advanced Configuration Options

For complex organizations:
• Set approval thresholds based on 8xpand salary bands
• Use ApproveThis groups to require consensus from all department VPs for C-suite hires
• Configure parallel approvals for benefit selections requiring HR and insurance broker sign-off

Getting Started

To implement these workflows:
1. Visit ApproveThis.com for a free trial
2. Explore 8xpand's integration docs at 8xpand.com
3. Build your first Zap in under 15 minutes using pre-built templates

Final Recommendation

Start with high-impact, low-complexity workflows:
- Auto-approve standard promotion requests under $3k
- Require CFO approval for all 8xpand roles with "Director" or above titles
This builds quick wins while you plan more advanced automations.

Ready to transform your HR approvals? Schedule a demo to see custom scenarios for your organization.

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Integrate with 8xpand Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for 8xpand

Suggested workflows (and their Zapier components) for 8xpand

Create employee for new approval requests

When a new approval request is received in ApproveThis, this automation creates a new employee record in 8xpand to streamline onboarding. It ensures new requests are automatically processed for quick follow-up.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

8xpand Logo

Action

Create Employee

Creates a Employee

Create approval request for new employees

When a new employee is added in 8xpand, this integration submits an approval request in ApproveThis to verify and streamline onboarding protocols. *Note: Set up any additional filters necessary in ApproveThis.*

Zapier Components

8xpand Logo

Trigger

New Employee

Triggers when there's a new employee created in i2payslip.

Action

Create Request

Creates a new request, probably with input from previous steps.