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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.

To create a Department:

1. Click on Organization to expand the menu.
2. Click Department.On the left side of the screen, click the arrowImage Added to expand the Organization menu.
3. Click Department
4. Click the Add button Add button Image Added in the toolbar.
5. In the Operating Unit field, click the drop down button to bring up the operating unit list and select an Operating Unit (you can also start typing the Operating Unit's name or ID if you know it).
6. In the Department field, enter Fill in the following fields: 
   1. Operating Unit* - Select an existing Operating Unit (Company) in the drop-down menu.
   2. Active* - This field will be checked by default. If you want to make a department inactive, the box will need to be unchecked.
   3. Department* - Enter an ID for the department. Departments must be unique within each operating unit. This field is limited to 20 characters.
   In the Name field, enter
   1. Name* - Enter a Name to identify the department. The maximum length of this field is 100 characters.
   In the Description field, you may enter
   1. Description - Enter text to further identify the Department. This field is limited to 255 characters
   and is optional
   1. .
7. In the Active field, check the box if the manager is to be active now.
8. Click the Save button to save the record.

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To set up Approval Flows:

1. In the Approval Flows windowtab, click the Add button Image Added in the toolbar.
   Enter a
   1. Level - for the approval (example. 0 is first, 1 is second, etc.)
   1. Enter a Description for this approval.
   2. Enter a Min Amount (minimum amount) and a Max Amount (maximum amount) that this approval will apply to.
   3. Save the form by clicking Save All.
   4. Click on Approvers to assign approvers for this approval event.
   5. Click Add.
   6. Enter a Find criteria and click the magnifying glass or select members from the list.
   7. Click
      2. Description - Name for approval group.
      3. Select a Reset Option.
         
         1. Reset ALL - Reset from the beginning of approval structure if changes are made by approver.
         2. Reset current level - All the approvals currently in progress will be reset. 
         3. Reset off - No reset in approval structure if changes are made by approver

         4. Reset this level - Only the approvals for the group you're a part of will be reset.

            Info

            For Example:  If the approval structure includes  Level 1- 2 approval groups Level 2 - 3 approval groups Level 3- 2 approval groups If one of the approvers on Level 2 made a change, with the Reset Current Level option, this will reset the approval for all 3 groups on level 2, but will not reset any of the approvals on Level 1.  Let's say Level2 groups are A, B and C. With the Reset this Level option, if you are part of Group A and a change is made, only the approval for group A will be reset.

            
            

      4. Approval Type:
         1. Anyone can approve - Allows any individual member of the approval group to approve the timesheet or expense report on behalf of the entire group
         2. Everyone must approve - Requires every member of the approval group to provide their approval before the approval can be finalized
      5. Currency - Currency for the approval group
      6. Min Amount - Minimum amount for approval group.
      7. Max Amount - Maximum amount for approval group.
      8. 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. 
   8. Click the Save button to save the record.

   
   

   1. On the Approval Flows tab, click the Approvers link.
   2. Image Added
   3.  Click the Add button Image Added 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 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.
      In the
      1. Entry Type
      field
      1. :
      Select Time/Expense if
      1. 
         
         1. Expense Only - If this approver will approve
      both timesheets and
      1. 1. only expense reports.
      Select Expense if
      1. 2. Time Only - If this approver will approve only
      expense reports
      1. 1. timesheets.
      Select Time if
      1. 2. Time/Expense - If this approver will approve
      only Approval
      1. 1. both timesheets and expense reports.
      In the
      1. App Right
      field
      1. :
         Select
         1. 1. Approve Only
         if
         1. 1.  - If this approver is to be allowed only to approve or reject employee timesheets and/or expense reports, not modify them.
         Select
         1. 1. Modify and Approve
         if
         1. 1.  - If the approver is to be able to make changes and then approve the modified
         Timesheet
         1. 1. timesheet or expense report.
         Select
         1. 1. Review Only
         if
         1. 1.  - 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).
         In the Approval Type field: In the
      2. Select Primary if this approver is not allowed to approve his own timesheets and/or expense reports.
      3. Select Secondary if this approver is to only approve the work of the primary approver.
      4. Select Both if no approval restrictions are needed.
      1. Email Option
      field
      1. :
         Select
         1. 1. Yes
         if
         1. 1.  - If this approver wants to receive email notifications when timesheets and/or expense reports are released.
         Select
         1. 1. No
         if
         1. 1.  - If this approver does not want to receive email notifications. Email options and messages are configured under system options.
         In the Active field, select Yes if the approver is to be able to review timesheet data for the department's employees now
         1. Active:
            1. Yes - If approver is active.
            2. No - If approver is inactive.
      2. To add additional approvers, click Add and the Add button Image Added and repeat.When done, click Finish
      3. Click the Save button to save the record.