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Feature: Approver

 

Purpose:

  • To designate individuals within the organization who are responsible for reviewing and approving employee requests, such as attendance requests, leave requests, and overtime requests.
  • To streamline the request approval process and ensure compliance with company policies.

Key Points:

  • Two assignment settings: Normal Level (direct assignment) and Multi-Level (approval groups)
  • Final Approver designation for ultimate approval authority
  • Delegated Transactions for temporary approval assignments
  • Employee Group Transactions for managing approver changes within groups
  • Filter and Export options for data management
  • Import functionality to assign approvers from Excel

Sections:

  1. Setting Up Approvers:
  • Normal Level:
    • Navigate to “System” > “Approver Setting” > “Normal Level for Approver Assign”.
    • Select desired options (e.g., final approval, edit permission).
    • Choose employees and assign their approvers.
    • Click “Publish”.
  • Multi Level:
    • Navigate to “System” > “Approver Setting” > “Multi Level for Approver Assign”.
    • Select desired options (e.g., update permission, skip for the same approver).
    • Create Approver “Groups” with names and policies.
    • Add approvers to each group level.
    • Assign employees to relevant Approver Groups.
Section: Normal Level Approver

Purpose:

  • Directly assign approvers to individual employees for efficient approval processes.
  • Grant approvers final approval authority or the ability to edit requests as needed.

Key Points:

  • Direct assignment of approvers to employees
  • Options for final approval and request editing
  • Skipping approval when the requester is also the approver
  • Designation of final approvers
How to Use Normal Level Approver:
  1. Setting Up Normal Level Approvers:
  • Navigate to “System” > “Approver Setting” > “Normal Level for Approver Assign”.
  • Select desired options:
    • Approver is finally approved Attendance/Overtime Request
    • Approver is finally approved Leave Request
    • Approver has permission to edit Attendance/Overtime Requests
    • Approver has permission to edit Leave Request
    • Skip Approve If Requester is Same with Approver
  • Click Check on any options that you want.
  1. Assigning Approvers to Employees:
  • Go to “System” > “Approver Assign”.
  • Choose employees using “Organization structure” or “Filter by Employee”.
  • Click Search.
  • Click “Edit” under the “Action” Column.
  • Select the Approver(s) for the employee.
  • Click “Publish”.
  1. Creating Final Approvers (Optional):
  • In “Approver Assign” Page, click “the Final Approver icon”.
  • Click “+ Add Final Approver”.
  • Select “Approver Name”.
  • Check on “Attendance”/”Leave”/”OT”/”DutySwap”/”Claim” as needed.
  • Click “Select”.
  • Click “OK” for Save Successful Box.

Additional Notes:

Section: Multi-Level Approver

Purpose:

  • Establish a chain of approvers with varying levels of responsibility for structured approval processes.
  • Create Approver Groups for efficient assignment of approvers to employees.

Key Points:

  • Approver Groups with multiple levels and policies
  • Final Approver designation
  • Delegated Transactions for temporary approval assignments
  • Employee Group Transactions for managing approver changes within groups
  • Filtering and exporting options for data management
  • Import functionality for assigning Approver Groups from Excel
How to Use Multi-Level Approver:
  1. Setting Up Multi-Level Approvers:
  • Navigate to “System” > “Approver Setting” > “Multi Level for Approver Assign”.
  • Select desired options:
    • Allow Approver Assign Update
    • Skip Approve If Requester is Same with Approver
    • Approver has permission to edit Attendance/Overtime Requests
  • Click Check on the any options that you want.
  1. Creating Approver Groups:
  • Go to “System” > “Approver Assign”.
  • Click “Group” Setup.
  • Click “+ Add Group” and provide a Group Name.
  • Click “+ Add Policy” and provide a Policy Name.
  • Click “Add Approver” to add approvers for each level.
  • Click “+ Add New Level” to create additional levels as needed.
  • Click “Save”.
  1. Assigning Approver Groups to Employees:
  • Use “Organization Tree”, “Filter by Employee”, or “Filter by Group” to locate employees.
  • Click “Edit” under the Action Column.
  • Select the Approver Group for the employee.
  • Click “Publish”.
  1. Additional Information:
  • Final Approver: Specify a final approver for each Approver Group.
  • Delegated Transactions: Manage temporary approval assignments.
  • Employee Group Transactions: Manage approver changes within groups.
  • Filter & Export: Use options to find specific approvers, groups, and export data to Excel.
  • Import: Use “Download Template” and Import icons to assign Approver Groups from Excel.

Screenshots:

 

 

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