Amend the approval route for absences - admin/line manager

• Approval route information for system admins.

• Approval route information for line managers.

System admins

Approval routes differ in the system depending on the system area/module. (You can only access these modules if included in your package.)

This topic explains amending the approval route for absences When an employee or worker is absent from work. This can be for a variety of reasons., but system admins can also amend the approval route for modules, including:

• Expenses

• Time

• Perform

Approver for holidays set automatically (admins only)

The system automatically makes an employee's line manager the approver for holiday requests. However, you can update the approval route and send holiday requests to someone other than the employee's line manager for approval.

To update the approver:

Activate the Approver (if different) feature

1. Sign in to Staffology HR.

2. Go to System Tools > Utilities > Tools > System Configuration.

3. Within the Absence When an employee or worker is absent from work. This can be for a variety of reasons. section, select the Approver (if different) checkbox.

   

4. Select Save.

   After activating the feature you can update an employee's record with the new approver.

   Update the Approver in an employee's record

5. Go to Directories.

6. In the Employees tab or any other tab, search for the employee and select their record.

7. Select Edit on the required employee's record.

   You can also select the Edit icon displayed on the employee's name:

    

8. Select Contract.

9. Select the Approver (if different) dropdown and select the new approver’s name.

10. Select Save.

11. When an employee whose record you have updated requests a holiday in future, the request is sent to the chosen approver instead of their line manager.

Set up a Re-Route Request for your team's Absences (line manager)

Line managers can redirect their approval requests by updating their Personal tab.

1. Sign in to Staffology HR.

2. Go to My Details.

3. Select Personal.

4. From the Approver (if different) dropdown, select the employee name you want to make the new approver for absence requests.

5. Add a Date From and Date To to make this employee a temporary approver.

6. Leave Date From and Date To fields blank if you want to make this user the permanent approver for absence requests for employees who report to you.

7. Select CC Manager to include yourself in approval requests.

   

8. Select Save.

9. You have successfully updated the approval route.