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Approver Setup

The Approver setup page allows an administrator to specify who approves leave and optionally overtime for users.

Event Types Approver Setup

 

A screenshot showing the approver setup page with approvers assigned for the Holiday event type.

You can select up to three approvers for each request. Only managers and administrators can act as approvers. If you do not select an approver, then the system will automatically approve the request and the approval mechanism bypassed. You can select up to two 1st level approvers, 1st level approver A and approver B. Normally, approver A would approve requests but sometimes it is useful to specify an alternative 1st level approver who can also approve the leave. So, either approver A OR approver B can approve the leave. In addition, you can specify a 2nd level approver whose approval is required to approve the request finally once a first level approver has already approved it.

Configure Approvers For

This setting allows you to select the leave type for which you want to assign approvers from a drop-down list of event types.

Team Leaders Are First Level Approvers

When ticked, this setting assigns the work group team leader as the first level approver for all users in the respective work group for the selected leave type.

A screenshot showing the approver setup page with the setting 'Team leaders are first level approvers' ticked.

The Approver Table

The main display has 6 columns and a row for each user who can request the selected leave type. Each column header has a filter ‘Funnel’ icon, which allows the displayed user list to be filtered to create a shorter list. If you click on the icon in the header, you can then enter the filter text. It displays an ‘X’ on the far right-hand side of the header box. If you click it, it will clear the filter text. Clicking anywhere outside the header will close the filter dialog, leaving the filter active. Multiple filters for different columns can be active simultaneously.

A screenshot showing the approver setup page with the name field filtered to show only users with 'Ja' in their name.

Name

This is a read-only field that displays the user’s name and is also a link to their ‘Employee Details’ page.

Workgroup

This is a read-only field that displays the work group that the user belongs to.

Team Leader

This is a read-only field that displays the team leader for the work group the user belongs to. If you don’t select ‘Team Leaders are first level approvers’ box, the field is inactive, and the system greys out the field. If you select the box, the team leader becomes the 1st level approver for all users that have no 1st Level Approver A or B assigned.

1st Level Approver A

This setting allows you to assign the 1st Level Approver A from a drop-down box with a list of approvers.

1st Level Approver B

This setting allows you to assign the 1st Level Approver B from a drop-down box with a list of approvers.

2nd Level Approver

This setting allows you to assign the 2nd Level Approver from a drop-down box with a list of approvers. You can only assign a 2nd level approver if you have already assigned a 1st level approver.

The Approver Setup Submenu

Near the top of the page, just below the main menu, is the Approver Setup submenu, which has no buttons.

A screenshot showing the approver setup page submenu.

Overtime / TOIL Approver Setup

If you have selected ‘Overtime Approvers Configuration’ for ‘Who should receive overtime requests for approval?’ in the ‘Overtime/TOIL’ section on the ‘Company Settings’ page, then you can use the ‘Approvers’ page to select approvers for overtime as well. A new tab, ‘Overtime/TOIL’ will appear on the page to allow you to specify who approves overtime and TOIL for users.

A screenshot showing the approver setup page with both the event types and Overtime / TOIL tabs.

This works similarly to the ‘Event Types’ tab, where you can additionally assign approvers to users for overtime and TOIL. On this tab, there is only 1st level approver A, no approver B and there is an extra ‘Copy’ button on each row to allow the approver assignment from the ‘Event Types’ tab to be copied across to the ‘Overtime/TOIL’ tab.

The Copy Approvers Button

 

A screenshot showing the approver setup page with the copy approvers pop-up.

If you click a copy button, a pop-up window will appear. This allows you to choose the event type from which to copy the approver from using a drop-down menu. Then it will display the primary approver (1st level approver A) and secondary approver (2nd level approver) from the selected event type. You can then either select ‘Cancel’ to return to the approver setup page without making a change or ‘Submit’ which will copy the approvers across.

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