How do I add a workflow reviewer type in greytHR?
Updated in November -2026 | Subscribe to watch greytHR how-to video
To add a workflow reviewer type in greytHR, from the greytHR Admin portal hover over the 9 dots and go to Workflow > Setup > Workflow Reviewers Types and click Add Reviewer Type. Enter a title, choose an assignment type and category, assign a reviewer and effective date, then click Save. You can also edit, delete, download or deactivate reviewer types from the same page.
On this page we have:
What is a workflow reviewer type?
How do I add a workflow reviewer type?
Which assignment type should I choose?
How do I edit, delete or download a reviewer type?
How do I deactivate a reviewer type?
FAQs
What is a workflow reviewer type?
A workflow reviewer type is a role you add to a workflow to review or approve requests at a certain stage. For example, you can make a specific employee the reviewer for everyone with a given designation.
On the Workflow Reviewers Types page, each reviewer type appears as a card showing its Title, Assignment Type, Category and Created On date. You can search or filter to find a card quickly.
How do I add a workflow reviewer type?
From the greytHR Admin portal hover over the 9 dots and go to Workflow > Setup > Workflow Reviewers Types.
Click Add Reviewer Type.
In Title, enter a name for the reviewer type.
From Assignment Type, select an option, for example Category Based Admin.
From Category, select a category, for example Designation. A table appears with Designation, Reviewer and Effective Date columns.
Select All or Unassigned to choose which rows to show.
Double-click the Reviewer cell next to a designation, then search by employee number or name and select the reviewer.
Double-click the Effective Date cell and pick the date.
Click Save.
Which assignment type should I choose?
The assignment type decides who becomes the reviewer.
| Assignment type | Who reviews |
|---|---|
| Category Based | A reviewer for each category value (for example, each designation) |
| Category Based Admin | A named user for each category value |
| Employee Specific | One specific employee |
| Named User | Any admin user |
| Manager's manager | The manager's manager, based on your organization tree |
| Self | The employee reviews their own request |
How do I edit, delete or download a reviewer type?
Open the reviewer type's card and click View Details to edit or delete it. Use Export to Excel to download.
From the greytHR Admin portal, hover over the 9 dots and go to Workflow > Setup > Workflow Reviewers Types.
Select the card and click View Details.
To edit, change the details and click Save.
To delete, click Delete.
To download, click the Export to Excel icon.
You can't delete a reviewer type that is linked to a workflow policy.
How do I deactivate a reviewer type?
Open the reviewer type's card and click Deactivate.
Go to Workflow > Setup > Workflow Reviewers Types.
Click the card to expand it.
Click Deactivate. A success message appears.
You can't deactivate a reviewer type that has an active workflow.
How do I set up two-level leave approval for a specific department?
Create a reviewer type for the department, turn on workflow-based leave reviewers, then add a leave workflow policy with 2 reviewer levels.
Create the reviewer type. Follow "How do I add a workflow reviewer type?" above. Choose a category-based assignment type and select Department as the category, then assign a reviewer for the department.
Turn on workflow-based leave reviewers. Go to Settings > System Settings > Miscellaneous > Advanced Options, search for Leave Reviewers and Levels From Workflow Settings, select it and click Save. This makes leave reviewers load from your workflow levels. Contact greytHR support before changing this setting.
Create the leave workflow policy. Go to Workflow > Setup > Workflow Levels and click Add Workflow Levels. Create a leave reviewer policy.
Set 2 levels. Select 2 Levels, then choose the reviewer for Reviewer Level 1 and Reviewer Level 2.
Apply it to the department.
Save and activate the policy.
Frequently Asked Questions
Where do I add workflow reviewers in greytHR?
From the greytHR Admin portal hover over the 9 dots and go to Workflow > Setup > Workflow Reviewers Types and click Add Reviewer Type.
Can I set a different reviewer for each designation?
Yes. Choose a category-based assignment type, select Designation as the category, and assign a reviewer to each designation.
Can the manager's manager be the reviewer?
Yes. Select Manager's manager as the assignment type.
Can an employee review their own request?
Yes. Select Self as the assignment type.
Can I set the date from which a reviewer applies?
Yes. Set the Effective Date next to each reviewer.
Why can't I delete a reviewer type?
It's linked to a workflow policy. Remove that link first.
Why can't I deactivate a reviewer type?
It has an active workflow.
Can I download the list of reviewer types?
Yes. Click the Export to Excel icon on the Workflow Reviewers Types page.
Can I configure two-level leave approval for specific departments in greytHR?
Yes. You can set up department-specific leave approvers in either of these ways:
Create separate leave policies for each department. From the greytHR Admin portal go to Workflow > Setup > Workflow Levels, click Add Workflow Levels, and select Leave as the Workflow Type. Select 2 Levels of reviewers in the policy for each department.
Use workflow reviewer types. Go to Workflow > Setup > Workflow Reviewers Types and click Add Reviewer Type to define the reviewers for a department. Then use that reviewer type in the workflow levels of the leave policy.
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