# Configure an approval circuit

> In Weplanify, build the approval steps of a leave request, an expense, an advance or a form: the order, the name, the approver and when each step applies.

- Product: Weplanify (https://weplanify.io)
- Section: Approvals & automations
- Web page: https://weplanify.io/docs/validations.circuit?lang=en
- Other language: https://weplanify.io/docs/validations.circuit.md
- Last updated: 2026-09-30

In Weplanify, each request type has its circuit: each form, leave and absences, each expense type, advances and loans. The editor is the same everywhere; only the place where you open it changes.

![The Validation tab of the Certificate request form: one step, HR approves](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fvalidations%2Fmaj-2026-09-28%2Fva-circuit-960e84f7.webp?alt=media&token=05d66497-dbee-47ee-92cf-6075ab0a3663)

## Steps

1. Open the circuit. For a form: **Requests → Forms**, the form, **Validation** tab. For leave: **Leave and absences**, **Leave settings** menu → **Approval circuit**. For expense claims and advances: **Settings → Approvals**.
2. Without a circuit, start from a template, for example **Manager only**, or click **Add a step**.
3. Click a step: fill in the **Step name** and choose [who approves](https://weplanify.io/docs/validations.responsable?lang=en).
4. If needed, set **When this step applies** (duration, absence type, amount…), [If nobody answers](https://weplanify.io/docs/validations.relances?lang=en) and [What the approver can do](https://weplanify.io/docs/validations.droits-du-valideur?lang=en).
5. Click **Save** in the bottom bar.

![The Validation tab of a survey: no approval, answers are read in the Summary](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fvalidations%2Fmaj-2026-09-28%2Fva-sans-circuit-97e96922.webp?alt=media&token=cc2ce93a-db79-4f50-bb1d-3ca8cf64e53d)

## Good to know

- Surveys, quizzes and anonymous forms have no circuit: their Validation tab says so in one sentence. An application has no Validation tab: it follows the recruitment board.
- Steps follow one another in order; a step that does not apply is skipped. **Final decision**: an approval at this step closes the request. Requesters never approve their own request.
- As long as you have not saved, **Cancel** puts the circuit back as it was. For the state shown after each answer: [answer states](https://weplanify.io/docs/validations.statuts?lang=en).

## Related guides

- [Choose who approves a step of the circuit](https://weplanify.io/docs/validations.responsable?lang=en) — In Weplanify, choose who approves a step: the manager, the head of a site or a department, specific people, or a different person depending on rules.
- [Choose an answer's state after each approval](https://weplanify.io/docs/validations.statuts?lang=en) — In Weplanify, each form answer has a state (In progress, Granted, Refused…) that changes with each approval; add your own states, such as Ordered.
- [Choose what the approver can do at a step](https://weplanify.io/docs/validations.droits-du-valideur?lang=en) — In Weplanify, decide for each step whether the approver must give a reason to refuse and whether they can send the request back to its author for changes.
- [Choose a substitute and people in copy](https://weplanify.io/docs/validations.remplacant?lang=en) — In Weplanify, a substitute approves instead of an absent, silent or missing approver; people in copy follow every request and decision without approving.
- [Remind an approver who does not answer](https://weplanify.io/docs/validations.relances?lang=en) — In Weplanify, automatically remind a silent approver, then hand the request to the substitute or move on to the next step after a delay you choose.
- [Test an approval circuit before using it](https://weplanify.io/docs/validations.tester?lang=en) — In Weplanify, pick an employee and describe a request (duration, site, amount) to see, step by step, who will approve it, without sending anything.
- [Request approval circuits](https://weplanify.io/docs/validations?lang=en) — In Weplanify, a leave request, an expense claim, an advance or a form answer moves from one approver to the next, following its circuit, until the decision.
- [Choose who approves absences](https://weplanify.io/docs/absences.circuit-de-validation?lang=en) — In Weplanify, the leave circuit says who receives each absence request, in which order, under which conditions, and who stands in for an absent approver.
- [Approve your team's requests on mobile](https://weplanify.io/docs/application-mobile.valider?lang=en) — In Weplanify, managers approve, reject or send back for changes their team's requests from their phone, and discuss them with the requester.
- [Your company settings in Weplanify](https://weplanify.io/docs/configuration?lang=en) — In Weplanify, settings are sorted by theme in a menu on the left: company, approvals, expenses, time and attendance, leave, payroll and account.
- [Structure the company: divisions, departments, teams](https://weplanify.io/docs/configuration.structuration?lang=en) — In Weplanify, describe how the company is organised in levels (division, department, team) with a manager for each one and the level it reports to.
- [Create an expense type](https://weplanify.io/docs/couts.types?lang=en) — In Weplanify, an expense type (fuel, meals, road tolls) decides who pays, how the amount is computed, what must be attached and who approves it.
- [Receive employees' HR requests](https://weplanify.io/docs/formulaires.demandes-rh?lang=en) — In Weplanify, HR requests is a category of forms (equipment, certificate, working hours) that employees find in their Make a request screen.
- [Create a form and add its questions](https://weplanify.io/docs/formulaires.creer?lang=en) — In Weplanify, create a form from your need and a ready-made template, then adjust its questions while the phone preview shows what employees see.
- [Handle requests from the dashboard](https://weplanify.io/docs/tableau-de-bord.demandes-en-attente?lang=en) — In Weplanify, the dashboard's To do list gathers absences, requests and clock-ins waiting for you: approve, decline or fix them without leaving the page.
- [Submit an advance request for another employee](https://weplanify.io/docs/validations.soumettre-pour-un-autre?lang=en) — In Weplanify, let a manager or a timekeeper submit an advance or loan request on an employee's behalf; the request then follows the usual circuit.
