Page Comparison

The Department acts as the administrative unit for an Employee. A department is the child of its parent operating unit. Department ID's can be duplicated across operating units. For example, there can be a Department 1234 in each operating unit. Each Employee is assigned to one department.

...

1. On the left side of the screen, click the plus sign  to expand the Organization menu.
2. Click Department
3. Click the Add button Image Modified in the toolbar.
4. Fill in the following fields: 
   1. Operating Unit* - Select an existing Operating Unit (Company) in the drop down menu.
   2. Department* - Enter an ID for the department. Departments must be unique within each operating unit. This field is limited to 20 characters.
   3. Name* - Enter a Name to identify the department. The maximum length of this field is 100 characters.
   4. Description - Enter text to further identify the Department. This field is limited to 255 characters.
   5. Active - This field will be checked by default. If you want to make a vendor inactive, the box will need to be unchecked.
5. Click the Save button to save the record.

Image Modified

...

1. In the Approval Flows tab,click the Add button Image Modified in the toolbar.
   1. Level - for the approval (example. 0 is first, 1 is second, etc.)
   2. Description - Name for approval group.
   3. Reset Option - 
      1. Reset ALL - All approvals are canceled and all levels of approval will need to reapprove.
      2. 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)
      3. Reset off - The modifications will be ignored and the approval will progress forward.
      4. 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.
   4. Min Amount  - Minimum amount for approval group.
   5. Max Amount - Maximum amount for approval group.
   6. Enable Override by Routing - This will either allow or not allow approval to be replaced when routing.
      1. Yes - Will allow to replace Department approval structure with new approver chosen when option Replaced is chosen during routing. 
      2. No - Will NOT allow to replace Department approval structure when new approver is chosen and option Replaced is chosen during routing. 
2. Click the Save button to save the record.
3. On the Approvers tab, click the Add button Image Modified in the toolbar to add an approver.
   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.
4. To add additional approvers click the Add button Image Modified and repeat.
5. Click the Save button to save the record.