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In the Approval tab, the approvers for the employee can be set up.

Please see how to globally find and replace an existing approver at the bottom of the page.

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1. On the left side of the screen, click the plus sign  to expand the Organization menu.
2. Click Employee
3. Search for the employee using the Filter section on the right hand side of the screen.
4. Click Apply to retrieve your result.
5. Select the employee an Employee record and click on on Approval  Flows tab in the bottom window pane.

6. Click

   on

   the Add

    button Image Removed in

    button  in the toolbar. 

   (by default, there will be a group with the user's ID, for example "JSMITH's Approval", and this group will be level 0).

   The New Setup pop up screen will appear

7. Fill out the corresponding fields as applicable:

   1. Enter the Level of the approval sequence. 0 being the first, 1 being the second, and so on if needed or if you need just one level, use the existing level 0.

   2. Enter the Description, as an example <Employee Name> Approval Group

   3. Reset Option by default set to “Reset All” to reset all approval levels upon changes made by an approval in this approval group

   4. Currency: applies to the currency limits set in Min and Max Amount fields

   5. Min Amount: Enter the minimum amount the the approver in this approval group will be authorized to approve for the selected employee

   6. Max Amount: Enter the maximum amount the the approver in this approval group will be authorized to approve for the selected employee

   7. Enable Override By Routing: enabled if this approval level can be bypassed in case an administrator is routing an expense report that was originally routed to the selected employee approver

8. Click Save

9. Click the Approvers link

10. Enter the Level of the approval sequence. 0 being the first, 1 being the second, and so on if needed or if you need just one level, use the existing level 0.
11. Click on the level and the Approvers tab will be selected.
12. Click on the Add button  in the toolbar.
    
    1. Employee - The first pop up window allows you to add the approver. You may add more than one approver at a time in this screen.
       1. Use the filter to refine your search.
       2. Select the employee and or employees and click on OK.
       3. Search for additional employees if desired and repeat the process.
    2. Entry Type:
       1. Time/Expense - If this approver will approve both timesheets and expense reports.
       2. Expense - If this approver will approve only expense reports.
       3. Time - If this approver will approve only timesheets.
    3. App Right:
       1. Approve Only - If this approver is to be allowed only to approve or reject employee timesheets and/or expense reports, not modify them.
       2. Modify and Approve - If the approver is to be able to make changes and then approve the modified timesheet or expense report.
       3. Review Only - If the approver is to be able only to review timesheet data available to approvers, but not participate in the approval process (Review-only approvers must access timesheet data through the Time Printable Reports menu).
    4. Approval Type:
       1. Primary - If this approver is not allowed to approve his own timesheets and/or expense reports.
       2. Secondary - If this approver is to only approve the work of the primary approver.
       3. Both - If no approval restrictions are needed.
    5. Email Option:
       1. Yes - If this approver wants to receive email notifications when timesheets and/or expense reports are released.
       2. No - If this approver does not want to receive email notifications. Email options and messages are configured under system options.
    6. Active:
       1. Yes - If approver is active.
       2. No - If approver is inactive.
13. To add additional approvers click the Add button Image Modified and repeat.
14. Click the Save button to save the record.
    
    

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Global Find and Replace Approval: 

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