Employee
Approvers
This topic only applies to payroll administrators.
If the company is using the approval process, either the payroll administrator or the approver must approve the employees' time reports before they can be transferred to the payroll program. The approver only has the authority to approve time reports for employees they are responsible for, as opposed to a payroll administrator who has the right to approve and adjust time reports for all employees.
Under Approval - Approvers, a list of the company's approvers is displayed. In the Approver for column, you can both see how many employees each person is responsible for as well as which employees, by selecting the Show employees icon. If an employee has multiple approvers, it is sufficient for one of them to approve the employee's timesheets.
If the Approval option isn't visible in the menu, go to Settings, Company settings tab, and check Show Time Reports in the menu. Only you as the payroll administrator can do this.
Add new approver
Do the following to add a new approver:
- Select Approval - Approvers,
- Choose the button New approver.
- Click Select employee.
If the employee that you want to make an approver has not been added in Employee, you instead click Create new, fill in the details and select Save.
- Select the person you want to add as approver.
- Select Save.
- Choose which employees the approval responsibility should apply for. Use the Select all button to select employees on the page.
- Select Save.
You can also choose the approver by selecting an employee from the list under Employees, checking the Approver box and selecting Save. In the list under Approval - Approvers, you then select which employees the approval responsibility should apply to.
Enter or edit which employees the approval responsibility applies to
Do the following to select or edit which employees the approval responsibility should apply to:
- Select Approval - Approvers,
- Choose the approver.
- Select or deselect employees from the list.
- Select Save.
You can also select who should approve the employees' time reports by choosing the employee from the list under Employees, checking the To be approved by box, and selecting the approver(s) from the list. You can select several approvers per employee.
Delete approver
Do the following to delete an approver:
- Select Approval - Approvers,
- Select the approver to remove.
- Choose the button Delete approver.
You can also delete the approver by selecting the approver from the list under Employees, unchecking the Approver box and selecting Save.
