Sometimes a line manager leaves, or is away for an extended period of time and you need to change the approver for a team or even a whole department. Using the Bulk set approver page, will make that change simple for you. To access this;
- Click on Administration located on the left hand menu
- Click Admin Dashboard which leads you to the administration page
- Click on Set approvers / notifiers, under the Bulk section
- On the resulting page, you can use the drop-down list provided under the title to select either an Approver or a Department
- Then click Search
- This presents a list of the employees whom the current approver approves or from the selected department
- You’ll then want to set the new approver. Use the Set option dropdown on the right to either change the approver / 2nd notifier / 3rd notifier
- Once selected, draw your attention to Set to - select a name from the drop down whom you would like to be the new approver / 2nd notifier / 3rd notifier.
- Click Set option
- Click Save changes.
You can also use the dropdowns in the middle of the screen to manually select new approvers / 2nd notifiers / 3rd notifiers. Remember to save any changes once you are happy with the selection.
With the 2nd & 3rd Notifier/Approver permissions, you can choose what level of access they will have in relation to the staff members Leave and / or Overtime, these permissions can include:
- Approve leave & overtime - they will be able to approve leave & overtime for the staff member, in place of the other approver(s)
- Approve leave - they will be able to approve leave for the staff member, in place of the other approver(s)
- Approve overtime - they will be able to approve overtime for the staff member, in place of the other approver(s)
- Notify leave & overtime - they will only be copied in on a leave and overtime request via email, no action will be available
- Notify leave - they will only be copied in on a leave request via email, no action will be available
- Notify overtime - they will only be copied in on a overtime request via email, no action will be available
PLATFORMS
Web / OnlineCATEGORIES
Bulk OptionsPHRASES
change approver, bulk update, new line manager, set new approver, approver away, approve, swap approverSHARE
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