Our Employees have multiple Managers who need to approve time-off requests. How do I set the sequence for the approval process?
Approval Hierarchy settings can easily be set within the User Setting page for each user.
Once logged in as Administrator, follow these steps:
- Time-Off Module
- Manage Users
- User List
- Select User
- Edit User Settings
- Approval Hierarchy Tab
- Change Drop Down List Option to one of three options:
- Any Manager - Any one of the available managers can approve the request. Only one approval is required.
- X out of Y Managers - A Certain number of possible managers must approve the request for it to be approved.
- Specific sequence - Manager must approve the request in a specific order for it to be approved
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X out of Y Managers and Specific Sequence will only show for users with more than one assigned manager