Team Approval

In team approval, an administrator can create an ad hoc group of employees and assign the group to a particular approver or group of approvers without reference to the department to which the employees are assigned. Team approval overrides department approvals for the team members; if a member of a department is assigned to an approval team, the approver for that department will not receive the employee's timesheet or Expense report for approval. Employees may be members of more than one approval team. If employees are members of more than one approval team, their timesheets and expense reports will have to be approved by each team's approver(s) before achieving approved status.

To create a simple one-level Team Approval:

1. Expand Organization.
2. Click on Group Approval to expand the menu.
3. Click Team Approval.
4. Click on the Add button.

Step 1: Enter a Name for the Team

1. In the Team Approval Wizard window, in the Description field, enter a name for the new approval team. This field is limited to 100 characters.
2. Choose a Team Type (optional).
   • Main Team Approval (Default)
   • B Team Exception Policy Approval
   • A Team Exception Policy Approval
3. Click Next.

Step 2: Assign Members to the Team

1. In the Team Approval Wizard window, click Add.
2. Enter a Find criteria and click the magnifying glass or select members from the list.
3. Click OK.
4. Search for additional employees if desired and repeat the process.
5. Click Next once you have finished adding users.

Step 3: Set Approval Flows and Assign Approvers for the Team

1. In the Team Approval Wizard window, click Add.
2. Enter a Level for the approval (example. 0 is first, 1 is second, etc.)
3. Enter a Description for this approval.
4. Enter a Min Amount (minimum amount) and a Max Amount (maximum amount) that this approval will apply to.
5. Save the form by clicking Save All.
6. Click on Approvers to assign approvers for this approval event.
7. Click Add.
8. Enter a Find criteria and click the magnifying glass or select members from the list.
9. Click OK.
10. Search for additional employees if desired and repeat the process.
11. In the Entry Type field : Select Time/Expense if this approver will approve both timesheets and expense reports. Select Expense if this approver will approve only expense reports. Select Time if this approver will approve only timesheets.
12. In the Approval Right field:
    • Select Approve Only if this approver is to be allowed only to approve or reject employee timesheets and/or expense reports, not modify them.
    • Select Modify and Approve if the approver is to be able to make changes and then approve the modified Timesheet or expense report.
    • Select 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).
13. In the Approval Type field:
    • Select Primary if this approver is not allowed to approve his own timesheets and/or expense reports.
    • Select Secondary if this approver is to only approve the work of the primary approver.
    • Select Both if no approval restrictions are needed.
14. In the Email Option field:
    • Select Yes if this approver wants to receive email notifications when timesheets and/or expense reports are released.
    • Select No if this approver does not want to receive email notifications. Email options and messages are configured under system options.
15. In the Active field, select Yes if the approver is to be able to review timesheet data for the department's employees now.
16. To add additional approvers click Add and repeat.
17. When done, click Finish