Approval Flows

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 it.
3. Click on Employee.
4. Find the employee you want by either
   1. Entering either their first or last name in the search box at the top next to the magnifying glass and the word Reset.
   2. Entering search criteria in the Advanced Search on the right hand side of the screen.
5. Click on the employee you want to set up approvers for.
6. After you select an employee, you will see that you have various options to the left of that employee's information.
7. Click on Approval Flows.
8. 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).
9. Enter the Level of the approval sequence. 0 being the first, 1 being the second, and so on.
10. Click on Approvers.
11. Click on Add to add an approver.
12. Choose the approver(s) that you want and click OK
13. 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.
14. Set a minimum amount and a maximum amount if you want that particular approver group to have approval based on a certain amount range.
15. Click Save. That user is now the approver for your employee.
    
    
    
    

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 it.
3. Click on Employee.
4. Go to Action.
    
5. Select Global Find and Replace Approval.
   
   
   1. Find Approver, select the existing approver.
   1. Replace With Approver, select the replacement approver.
6. Replace.