ApproveThis manages your Ubeya Integration approvals.

When Approval Management Meets Workforce Automation

Let's cut through the corporate speak: managing staff schedules, projects, and client demands is messy. Ubeya handles the operational side well - scheduling shifts, tracking hours, managing projects. But when you need actual humans to sign off on budgets, staffing plans, or client contracts? That's where things get stuck in email threads and Slack limbo.

ApproveThis acts like the decision-making backbone for Ubeya's operational muscle. We're talking about automating the "Hey, can we hire three more temps for this event?" > "What's the budget impact?" > "Approved - make it happen" cycle. No more chasing down managers who are literally out in the field.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5k employees hit a wall where Excel sheets and casual approvals don't cut it anymore. You need structure without bureaucracy. Here's where the integration shines:

• HR doesn't get stuck playing messenger: New hire requests in Ubeya automatically route for budget approval before offers go out
• Operations keeps projects moving: Client contract approvals in ApproveThis trigger immediate resource allocation in Ubeya

The kicker? Approvers only need ApproveThis access - no extra Ubeya licenses required. Perfect when you need sign-offs from external clients or executives who shouldn't have full system access.

Real-World Use Cases That Actually Matter

1. Staffing Agencies: From Client Request to Signed Contract in One Flow

Scenario: A hospitality client needs 50 event staff for a last-minute conference. Your Ubeya dashboard lights up with the request. Normally, this would involve:

• Emailing the client manager for budget approval
• Checking with HR if you have enough qualified staff
• Getting legal to review contract changes

With the integration:

Ubeya detects the high-priority request > ApproveThis simultaneously routes the contract to client, HR, and legal > All approvals happen in parallel via email > Approved contract auto-updates in Ubeya with staffing greenlit.

Time saved: 3-5 business days of back-and-forth.

2. Construction Firms: Subcontractor Approvals That Don't Delay Projects

Here's the headache: Your project manager in Ubeya schedules electrical work, but needs approval to hire subcontractors. The finance controller is on-site, the operations VP is traveling.

ApproveThis steps in:

Ubeya project creation triggers an approval flow with:

- Automatic cost calculations using ApproveThis' dynamic fields
- Escalation rules if VP doesn't respond within 2 hours
- Compliance check that subs are properly licensed

Result: Projects start faster without cutting corners on approvals.

3. Retail Chains: Holiday Staffing That Doesn't Require Overtime Panic

Every retailer knows the drill - store managers request extra holiday staff, corporate tries to control labor costs. The integration turns this into a controlled process:

Ubeya flags when a location's staffing request exceeds historical data > ApproveThis routes the request with:

- Side-by-side comparison of last year's sales/staffing
- Auto-approval if within 10% of forecast
- Instant escalation to regional managers if over budget

Managers get faster answers, finance avoids surprise OT costs.

Features You'll Actually Use (No Fluff)

Approval Thresholds That Prevent Bottlenecks

Set rules like "Auto-approve shift extensions under 2 hours" or "Flag any staffing request over $5k". ApproveThis handles the routine, humans only get involved when exceptions occur.

Vacation Delegation That Doesn't Require an IT Ticket

When your head of HR is on PTO, ApproveThis automatically reroutes approvals to their deputy. No more "Waiting on Jane" statuses clogging up your Ubeya dashboard.

Client-Specific Approval Chains

Got a high-maintenance client who insists on approving every temp hire? Build a custom workflow where their approvals happen in parallel with your internal process. They feel in control, you avoid duplicate work.

Setting It Up Without Losing Your Mind

Via Zapier, because nobody needs another "custom integration project":

1. Connect Ubeya and ApproveThis to Zapier (15 minutes max)
2. Choose triggers:
   - New Ubeya project/client/employee
   - Approved/denied requests in ApproveThis
3. Map critical data points:
   - Budget amounts
   - Approval hierarchy
   - Compliance requirements
4. Test with one location/department before full rollout

Pro tip: Use ApproveThis' calculated fields to auto-flag requests that need extra scrutiny. Example: "If hourly rate exceeds $X and role is unlicensed, require legal review."

Who Benefits Most (Besides Your Sanity)

HR Teams

Stop being the middleman between department heads and payroll. Set rules like "Overtime over 10 hours/week needs director approval" and let the system enforce it.

Operations Managers

Real-time approval statuses mean you can actually trust the "Scheduled" vs. "Pending" columns in Ubeya. No more last-minute scrambles because someone forgot to approve a vendor.

Finance Controllers

Get automatic audit trails for every staffing decision. ApproveThis logs who approved what, when, and why - tied directly to Ubeya's project data.

The Bottom Line

If you're using Ubeya but still handling approvals through email/Slack/Post-its, you're leaving efficiency gains on the table. ApproveThis adds the layer of structured decision-making that scales with your growth, without the red tape.

Ready to stop herding cats? Get started with ApproveThis or schedule a 15-minute demo to see the integration live.

P.S. For those who skipped to the end: No, approvers don't need Ubeya logins. Yes, you can set different rules per department/client. And yes, the integration works alongside your existing systems.