The team leader to whom the employee belongs is normally set as the employee's approver. However, any number of approvers may be set as the approver for the employee.
This setup reduces the risk that the time & leave related approval process will be stalled, since all that is needed is for someone in the approval group to approve it.
Add a new approval group
Assign approval groups to employee approvers
Add a new approval group
① Click on ADMINS "Approval requests".
② Click on "Time & leave related" - "Approval groups".
③ Click on "Add new."
④ Enter the name of the approval group in the "Name" field.
Notes: When using Workcloud in English display, the name to be displayed in English on the screen for assigning approval groups to employee approvers should also be entered in the "Name (English)" field.
⑤ Click on "Save."
⑥ Click on "Add an employee."
⑦ Search for approvers by employee ID or name.
⑧ Click on the eligible employee.
⑨ Click on "Save."
*To add a second approver, click "Add an employee" and repeat steps ⑦ through ⑨.
【To add/delete approvers of an existing approval group】
■Add an approver
To add an approver to an approval group that has already been created, please follow the steps below.
① Click on ADMINS "Approval requests".
② Click on "Time & leave related" - "Approval groups".
③ Click on the name of the approval group you have already created.
④ Click on "Add an employee."
⑤ Search for approvers by employee ID or name.
⑥ Click on the eligible employee.
⑦ Click on "Save."
To add more, click "Add an employee" and repeat steps ⑤ through ⑦.
■Delete an approver
To delete an added employee, click the "X" to the right of the employee's name.
Assign approval groups to employee approvers
By assigning an approval group to an employee, any member of the approval group can approve the employee’s requests.
① Search for eligible employee.
② Click on "Settings" - "Employment / HR settings" - "Teams & approvals".
③ Click on "Edit."
④ Select "Use approval group" in the first level approvers.
⑤ Select the approval group you created.
⑥ Click on "Save."
The approval group has been set up for the selected employee's approver.
<Description of other types of approvers>
Click here for the Japanese version of this manual.
勤怠の一次承認者に承認グループを設定する
Comments