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In the Approval Flows 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.

To set up Approvers:

1. Click on Admin.
2. Click on Organizations to expand itOn the left side of the screen, click the arrow Image Added to expand the Organization menu.
3. Click on  Employee.
4. Find Search for the employee you want by either
5. Entering either their first or last name in the search box at the top next to the magnifying glass and the word Reset.
Entering search criteria in the Advanced Search using the filter icon Image Added on the right-hand side of the screen.
6. Click on the employee you want to set up approvers for.
7. After you select an employee, you will see that you have various options to the left of that employee's information.
8. Click on Approval Flows.
9. Click on Add (by default, there will be a group with the user's ID, for example "JSMITH's Approval", and this group will be level 0).
10. Enter the Level of Click Apply to retrieve your result.
11. Select an employee record and click on the Approval tab in the bottom windowpane

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

13. Fill out the corresponding fields as applicable:

14. Enter the Level of the approval sequence. 0 being the first, 1 being the second, and so on

    .
15. Click on Approvers.
16. Click on Add to add an approver.
17. Choose the approver(s) that you want and click OK
18. Once the approver(s) is/are added, they are placed in a row under six columns. The columns are:
    • Employee ID: This is where the employee's ID will be.
    • Entry Type: This is what kind of entry they will be approving (Time, Expense, Time/Expense).
    • Approval Right: This is what kind of approval rights that employee will have (Approve Only, Modify and Approve, Review Only).
    • Approval Type: This is what kind of approval type it will be (Primary, Secondary, Both)
    • E-Mail Option: This is the e-mail option (yes to e-mail, no to not get e-mail)
    • Active: This is whether this approver is active or not.
19. Set a minimum amount and a maximum amount if you want that particular approver group to have approval based on a certain amount range.
20. Click Save. That user is now the approver for your employee

    if needed or if you need just one level, use the existing level 0.

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

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

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

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

4. Enable Override by Routing: 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

5. Click Save

6. Click the Approvers link

7. Click on the Add button 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 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:
      
      1. Expense Only - If this approver will approve only expense reports.
      2. Time Only- If this approver will approve only timesheets.
      3. Time/Expense - If this approver will approve both timesheets and expense reports.
   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. 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.
   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.

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

...

Global Find and Replace Approval: 

Scenario: 10 employees send their reports to Manager 1 for approval, who then sends them to Manager 2. Manager 1 leaves and the employees have no one to send their reports to before they go to Manager 2, therefore they must find a replacement. They use the Global Find and Replace to find Manger 3, who replaces Manager 1. 

1. Click on Admin.
2. Click on Organizations to expand itOn the left side of the screen, click the arrow Image Added  to expand the Organization menu.
3. Click on Employee.
4. Go to Action.
   Image Removed 
5.  Employee
6. Select an employee record
7. Click on Action in the tool bar.
8. Select Global Find and Replace Approval.
   Image Removed
   1. Find Approver, select the existing approver.
   1. Replace With Approver, select the replacement approver.
   Replace.
   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.
   1. Click REPLACE