Template Library

Approval Workflow Templates

Explore approval workflow templates for purchase requests, invoices, budgets, contracts, HR requests, and other business approvals.

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Best when approvals slow the work down

Use this library when requests already exist, but decisions, approvers, evidence, returned items, and status history are hard to keep visible.

Need the steps before and after approval?

Compare the related workflow packs when approval is part of a larger process such as purchasing, AP control, contract review, or employee onboarding.

Purchase Order Approval

Purchase Request Form

General Purchase Requisition Form

Compare approval templates by request type before choosing a starting app.

Keep approver decisions, returned items, files, and audit history attached to the record.

Use this as the approval-template parent for finance, procurement, HR, contract, and access approvals.

Templates

Choose an approval workflow by request type

4 templates

Procurement approvals

Route purchasing work before buyers issue a PO, source a vendor, or commit spend.

Purchase Order Approval

Control purchase order sign-off with approver stages, spend exceptions, and release blockers before a PO is issued to the supplier.

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Purchase Request Form

Collect purchase requests with item details, budget context, supplier notes, approval routing, buyer handoff, and PO follow-up.

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General Purchase Requisition Form

Submit general purchase requisitions with budget codes, business need, and approval-ready details before sourcing begins.

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Purchase Order Request

Turn approved purchases into purchase order requests with supplier choice, quote details, pricing, and buyer ownership in one workflow.

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6 templates

Finance approvals

Review budget, expense, invoice, payment, journal, and reimbursement decisions with evidence.

Budget Approval App Template

Use a budget approval app template to route requests by amount thresholds, budget owners, exception reasons, due dates, evidence, and status dashboards.

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Expense Approval Workflow Template

Approve expenses with employee details, receipts, policy checks, approver routing, returned reasons, reimbursement status, and audit trail.

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AP Invoice Approval Workflow

Route vendor invoices through coding review, approval status, hold reasons, exception owners, audit trail, and payment-run release readiness.

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Journal Entry Approval

Route journal entry through approver decisions, exception handling, and overdue visibility in one structured approval workflow.

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Payment Request Form

Capture payment requests with payee details, amount, supporting evidence, approver routing, due date, payment status, and follow-up.

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Travel Expense Reimbursement Form

Collect travel reimbursement claims with trip details, receipts, categories, policy exceptions, approvals, and payout status.

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4 templates

Contract and policy approvals

Keep legal, policy, contract, and exception decisions visible before commitments change.

Contract Approval Workflow Template

Route contract approvals with intake details, review owners, exception notes, budget context, approval status, and handoff follow-up.

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Contract Intake Form

Collect contract intake requests with counterparty, contract type, value, due date, files, business owner, legal review, and status.

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Contract Extension Form

Request contract extensions with current term dates, proposed end date, business reason, value change, risk notes, and notice deadlines.

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Policy Exception Request Workflow

Route policy exception requests with justification, owner review, approval status, expiry date, contract or budget context, and follow-up actions.

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10 templates

Employee and access approvals

Route employee, timesheet, leave, access, and account requests through accountable owners.

Employee Request Form

Collect employee requests with requester details, request type, manager review, HR owner, files, status, and follow-up in one workflow.

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Leave Request Form

Collect PTO and leave requests with dates, leave type, balance check, coverage plan, manager approval, and requester status in one workflow.

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Time Off Request Form

Collect PTO and time-off requests with dates, leave type, balance context, coverage plan, manager approval, and requester status.

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Employee Equipment Request Form

Route employee laptop, uniform, badge, tool, and equipment requests with manager review, fulfillment owners, status tracking, and return follow-up.

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Training Request Form Template

Collect training requests with employee role, learning need, course details, manager approval, budget review, schedule, and completion follow-up.

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Timesheet Approval Workflow

Route timesheets through manager approval, missing-hour review, correction requests, payroll cutoff checks, and exception follow-up.

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Access Request Form Template

Capture access requests with user details, system or folder scope, business reason, manager approval, provisioning status, expiry, and review date.

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User Account Request Form

Collect user account requests with system, role, access level, manager approval, provisioning owner, target date, and activation status.

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VPN Access Request Template

Collect VPN access requests with user context, business need, access duration, manager and IT review, activation status, expiry, and removal follow-up.

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Privileged Access Request

Review privileged access requests with system, role, justification, risk notes, approval owner, expiration, and removal status.

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All Templates

Compare nearby template libraries

32 templates

Business Form Templates

Browse business form templates for requests, intake, approvals, operations, HR, procurement, finance, and internal tracking.

Purchase Request Form / Material Request Form / Maintenance Request Form Template 16 templates

Purchase Order Templates

Use purchase order templates for PO requests, approvals, vendor details, order tracking, and procurement workflow handoffs.

Purchase Request Form / General Purchase Requisition Form / Purchase Order Request 17 templates

Quality Audit Checklist Templates

Browse quality audit checklist templates for QC checks, food safety audits, first article inspection, CAPA follow-up, and audit action tracking.

Quality Control Checklist / Food Safety Audit Checklist / First Article Inspection Form 32 templates

HR Form Templates

Browse HR form templates for employee requests, onboarding, offboarding, leave, equipment, documents, training, policy acknowledgement, and employee record changes.

Employee Request Form / Employee Document Request Form / Employee Information Change Form

Workflow Packs

Complete workflows that include this use case

17 templates

Finance Approval Control Workflow Pack

Map budget, expense, invoice, payment, CapEx, credit, and journal approvals into a clearer finance control workflow.

01 Intake the finance request02 Review budget and policy context03 Route controlled approvals04 Track payment and follow-upBudget Approval App Template / Expense Approval Workflow Template / Travel Reimbursement Form 8 templates

Accounts Payable, Invoice Approval & Payment Control Workflow Pack

Connect AP invoice intake, coding approval, ACH release controls, payment status, and contract-linked payment schedules.

01 Capture invoice and payment context02 Route AP coding and invoice approval03 Prepare controlled payment release04 Monitor AP aging and contract obligationsAccounts Payable Tracker / AP Invoice Approval Workflow / ACH Payment Request Form 10 templates

Purchase Request to PO Workflow Pack

Connect purchase intake, budget review, buyer follow-up, purchase order creation, and PO status tracking in one procurement workflow.

01 Capture the buying request02 Route approval and budget review03 Move approved demand into PO work04 Track changes and order statusProcurement Intake Form / Supply Request Form / Purchase Request Form 29 templates

HR Employee Request & Onboarding Workflow Pack

Connect employee requests, onboarding, leave, equipment, access setup, training, policy acknowledgement, record changes, and HR follow-up.

01 Capture employee requests02 Route manager and HR approval03 Manage onboarding readiness04 Track training and employee follow-upEmployee Request Form / Leave Request Form / Time Off Request Form 8 templates

Leave Request Workflow Pack

Connect leave requests, time off forms, absence reports, leave trackers, coverage planning, manager approval, and HR follow-up.

01 Capture leave or time off02 Review coverage and schedule impact03 Track absence and balance context04 Close HR and payroll handoffLeave Request Form / Time Off Request Form / Employee Leave Tracker 8 templates

Employee Equipment Request Workflow Pack

Connect employee equipment requests, agreements, laptop requests, asset return, ownership, approval, condition, and closeout.

01 Capture the equipment need02 Approve and assign assets03 Track custody and changes04 Return and close outEmployee Equipment Request Form / Employee Equipment Agreement Form / Employee Asset Return Form

Use Cases

See related use cases for this template

9 templates

Approval Workflow Software for Requests, Rules, and Audit Trails

Build approval workflows for requests, thresholds, reviewers, exceptions, status history, and audit-ready handoffs.

Purchase Order Approval / Budget Approval App Template / Expense Approval Workflow Template 29 templates

Finance Approval Templates

Start here for budget, expense, payment, CapEx, reimbursement, AR follow-up, and finance approval workflows that need stronger control.

Finance Request Tracker / Budget Approval App Template / Expense Approval Workflow Template 29 templates

Procurement Workflow Templates

Compare procurement templates for purchase intake, requisitions, approvals, contract control, and sourcing follow-up.

Procurement Intake Form / Purchase Order Tracker / Purchase Order Request 33 templates

HR Employee Operations Workflow

Plan HR employee operations workflows for requests, onboarding, leave, equipment, access setup, training, policy acknowledgement, and employee changes.

Employee Request Form / Leave Request Form / Time Off Request Form 13 templates

Employee Request Management Software

Manage employee requests with structured intake, owner assignment, review status, files, reminders, and follow-up dashboards.

Employee Request Form / Employee Equipment Request Form / Employee Document Request Form 37 templates

HR Employee Request Templates

Browse HR templates for employee requests, onboarding, leave, equipment, access setup, training, policy acknowledgement, and employee changes.

Employee Request Form / Leave Request Form / Time Off Request Form 17 templates

Access & Security Workflow Templates

Use this hub for access requests, privilege review, visitor control, exception handling, and security-adjacent operating workflows.

Access Request Form Template / User Account Request Form / VPN Access Request Template

Software Comparisons

Compare software options for this workflow

8 templates

Best Purchase Order Software for Workflow Control

Compare purchase order software options for PO requests, approval routing, supplier handoffs, order tracking, receiving, and change control.

Purchase Order Request / Purchase Order Approval / Purchase Order Tracker 11 templates

Best Procurement Software for Small Business

Compare procurement software options for purchase requests, approvals, supplier records, purchase order tracking, compliance checks, and vendor risk.

Procurement Intake Form / Purchase Request Form / General Purchase Requisition Form 9 templates

Best Contract Management Software for Small Business

Compare contract management software options for intake, review, approval, tracking, renewal reminders, risk checks, and closeout workflows.

Contract Tracker / Contract Intake Form / Contract Approval Workflow Template

Guides

Plan the workflow before choosing templates

Guide

Supplier Evaluation Criteria and Scorecard Guide

Plan the criteria, evidence, reviewer fields, and follow-up workflow behind a useful supplier evaluation scorecard.

FAQs

Questions about this template library

Is this the same as a workflow pack?

No. This page lists approval templates by approval type. Workflow packs show how several templates connect into a larger end-to-end process.

Can approval steps be changed?

Yes. Teams can adjust approvers, statuses, thresholds, reminders, required fields, and dashboards after opening a Jodoo template.

Why not only use one generic approval template?

Approval data differs by process. Purchase approvals need supplier and spend context, invoice approvals need AP context, and HR approvals need employee and policy context.