Access: Configuration > Communication > Requests > Manage approvals
1Under Request administrator, select the user who will be the request administrator.
✓ The first time you access this setting, the application manager’s name appears by default.
✓ The selected user must have access to all of the business’s employees and companies.
✓ Request administrators can:
⇨ Display all requests and filter so as to view their own requests only or those of a specific approver;
⇨ Process an urgent request assigned to another approver;
⇨ Receive communications in order to process requests that do not have a specified approver.
2Under Approvers and approval time frame, for each request type that you manage (general or absence requests), select a user from the Approver list to whom all requests will be sent.
Important ▪If no approver is specified for a request type, approval will be given by the request administrator. ▪If you select the immediate supervisor, be sure to do so in all employee files; otherwise, the request administrator will have to process them. ▪To enter the name of the immediate supervisor, access the employee file: Employee file > Employee > Profile > Employment and compensation, Position/Remuneration section, Immediate supervisor field. |
3Under Approver, indicate the number of calendar days in the days field to determine the approver’s request approval deadline.
✓ The approver’s approval deadline is determined based on the request date and the number of calendar days entered in the approval time frame field.
✓ An email will be sent to an approver that did not process an employee request within the number of days indicated in the approval time frame field under Approver.
✓ You can create a customized task for this deadline (
> Customized tasks).
✓ The approval time frame is not visible to the employee.
4Under Administrator, enter the number of calendar days in the days field to determine the date on which an email will be sent to the administrator advising that an employee request was not processed by an approver.
✓ An email is sent to the administrator after the number of days indicated in the approval time frame field under Administrator. The administrator’s approval time frame is determined based on the request approver’s approval deadline and the number of calendar days entered in the approval time frame field.
✓ Only one email is sent to the approver and to the administrator. If the employee request is still not approved, a message will appear to the payroll administrator when generating the pay concerned by the request.
✓ The approval time frame is not visible to the employee.
5Under Exceptions per employee, define exception approvers for certain employees if needed.
The approver and administrator approval time frames also apply to the exception approvers.
6Click on Save.
For more information
Requests and delegations configuration – Additional information