Page Comparison

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 Image Removedarrow Image Added to expand the Organization menu.
2. Click Employee
3. Search for the employee using the Filter section filter icon Image Added on the right-hand side of the screen.
4. Click Apply to retrieve your result.
5. Select an Employee employee record and click on Approval Flows on the Approval tab in the bottom window pane.windowpane

6. Click the Add button  in  button Image Addedin the toolbar.    The New Setup pop up screen will appear

7. Fill out the corresponding fields as applicable:

8. 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.

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

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

    Currency: applies

                         i. Reset ALL - All approvals are canceled, and all levels of approval will need to reapprove.

                         ii. Reset current level - Resets the approvals at the current approval level (if the timesheet or expense report is currently in 2 separate approval levels, it will reset both)

                         iii. Reset off - The modifications will be ignored, and the approval will progress forward.

                         iv. Reset this level - Resets the approvals in the approval level that this approver sits (if the timesheet or expense report sits in 2 separate approval levels, it will only reset this one. 

1. Currency: Applies to the currency limits set in Min and Max Amount fields

2. Min Amount: Enter the minimum amount the

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1. approver in this approval group will be authorized to approve for the selected employee

2. Max Amount: Enter the maximum amount the

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1. approver in this approval group will be authorized to approve for the selected employee

2. Enable Override

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1. by Routing:

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1. Select Yes 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

2. Click Save

3. Click the Approvers link

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2. Click on the Add button 

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1. Image Added 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 

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1. 1. 1. Image Addedto 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:
      

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1. 1. 1. Expense Only - If this approver will approve

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1. 1. 1. only expense reports.

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1. 1. 1. Time Only- If this approver will approve only

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1. 1. 1. timesheets.
      2. Time/Expense - If this approver will approve

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1. 1. 1. both timesheets and expense reports.
   2. 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).
   3. Approval Type:
      1. Both - If no approval restrictions are needed.
      2. Primary - If this approver is not allowed to approve his own timesheets and/or expense reports.
      3. Secondary - If this approver is to only approve the work of the primary approver

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1. 1. 1. .
   2. 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.
   3. Active:
      1. Yes - If approver is active.
      2. No - If approver is inactive.

1. To add additional approvers click the Add button Image RemovedImage Added and repeat.
2. Click the Save button to save the record.
   
   

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Global Find and Replace Approval: 

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1. On the left side of the screen, click the plus sign  to arrow Image Added  to expand the Organization menu.
2. Click Employee
3. Select an employee record
4. Click on Action in the tool bar.
5. Select Global Find and Replace Approval
   1. Approver From* - Select the approver that will be replaced.
   2. Approver To* - Select the approver that will be inserted in place of the current approver.
6. Click REPLACE