Configure approvals

Two approval systems

Assists: Outcome approvals always require a reviewer (no auto-approve available) Perks: Can be configured with per-perk auto-approve toggle

Assign reviewers for Assists

When creating or editing an Assist: 1. Select a specific user as the reviewer 2. This person will receive all outcome approval requests for this Assist 3. Instant points (Step 1) are awarded automatically—no reviewer needed 4. Outcome points (Steps 2-3) require this reviewer's approval

Tip: Assign reviewers based on who owns the outcome (sales manager for meetings, HR for hires, marketing for engagement milestones).

Configure auto-approve for Perks

Each perk has its own auto-approve toggle:

• Enable for low-risk, link-based perks (<$50 value)
• Disable for expense reimbursements, high-value perks, or items requiring finance review

See Create perks guide for detailed recommendations.

Keep the queue flowing

• Add a fallback reviewer in case primary is unavailable
• Enable reminders for pending approvals >48 hours
• Use checklists to make reviews fast and consistent