Amend the approval route for Time submissions - admin

Line Managers are set automatically as the approver for Time submissions during the set-up of your system, but you can change the approver by completing the steps in this section.

  1. Sign in to Staffology HR.

  2. Go to System Tools > Utilities > Apps > Request/Approval.

    A table displays showing the existing approves set up for each module.

    The Line Manager approver in the Request/Approval table.

  3. Select the Time option.

    The Request/Approval form displays. This is where you can update the approver details.

    You can only choose one of the following: Line Manager, Employee, Custom Employee, External Email, or Approver Where Clause Allows you filter records using a specific criteria..

  4. Complete the form's fields using this table as a guide:

    Field Description
    Line Manager Select this to send the request to the line manager.
    Employee
    To make an employee the approver, select their name from the list.
    Custom Employee If you have created a Custom Lookup field in the screen builder, for example a field for line manager, select it here.
    External Email If required, enter an external email address here to allow someone to approve the request without logging into the system.
    Approver Where Clause The multi-stage approval only applies if the approver is identified in the Where Clause.
    Employee Where Clause The multi-stage approval only applies if the employee is identified in the Where Clause.
    Stage
    The number 1 should display in this field as this signifies this approver is the first person to approve the Time entry.
    Type If required, select the Time Type your created in Lookup Tables.
    CC manager on Approval If required, select this to CC the manager when final approval is given.
    Internal

    Select this option if you do not want the email to the approver to include a link for approving or rejecting the request. If selected, approvers must access requests through the Notification panel on their Home page.

    If left deselected, the email will include a link allowing the approver to approve or reject the request.
    Remove form data from email Select this checkbox to stop potentially sensitive form data from sending in emails.

  5. Select Save to confirm the new approver who you want to receive employees' Time entries.