Configuring Approvers
How to set who can approve each request type. Delegate approval is in preparation.
【How approvers are determined】
Approval rights come from roles (permissions). There is no mechanism that makes a submitter's direct manager the approver automatically, and approvers cannot be assigned per employee.
【Steps】
- 1.Open Admin menu → Role Management.
- 2.Open the role that handles approvals.
- 3.Under "Delegated admin functions", tick the item for each request type.
- Leave requests: Leave Management
- Overtime requests: Overtime Request Management
- Travel requests: Travel Management
- Expense requests: Expense Approval
- 4.Save — users with that role can now approve those requests.
【Approving】
Approvers review and approve or return requests from "Approvals" in the side menu, or from the matching admin approval screens.
【Number of approval steps】
Varying the number of approval steps per request type (multi-step approval) is in preparation. Every request type currently uses a single approval step.
【Delegate approval】
Delegate approval — letting someone else approve while the usual approver is away — is in preparation. Grant the approval permission to another person using the steps above instead.
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