Level 1 Approval

To set up Approvers:

1. From the main Admin menu expand the WBS menu link

2. Click Level 1

3. Search for the wbs level 1 record using the Filter section on the right - hand side of the screen.

4. Click Apply to retrieve your result.

5. Select the level 1 record and click on Approval Flows tab in the bottom window pane.

6. Click on the Add button in the toolbar.  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

   2. Enter the Description, as an example <Level 1 Name> 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 - reset only on current level of approval structure if changes are made by approver.

      3. Reset off - no reset in approval structure if changes are made by approver

      4. Reset this level  - reset only on this level of approval structure if changes are made by approver.

   4. In the Approval Type field:

      • Anyone can approve: One person in the approval group can approve the timesheet or expense report on behalf of everyone in the group

      • Everyone must approve: Everyone in the approval group must approve the timesheet or expense report before it is considered fully approved

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

   6. Min Amount: Enter the minimum amount the approver in this approval group will be authorized to approve for the selected level 1

   7. Max Amount: Enter the maximum amount the approver in this approval group will be authorized to approve for the selected level 1

   8. 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 wbs level 1 approver

8. Click Save

9. Click the Approvers link

10. Click on the Add button  in the toolbar.

    1. Employee List - 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 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.

11. To add additional approvers, click the Add button and repeat.