Assign approval rights to an employee
Open the employee's master data card from the Setup Admin page.
Click "Roles".
Tick "Approver".
Choose which department the employee should approve.
Choose who should approve the manager or if the manager should be a self-approver.
Click "Save"
Advanced approval flow
Example 1:
An employee can be approved by a manager from another department and where the manager in the employee's physical department does not have to approve the employee:
Open the employee's master data card from the Setup Admin page
Click "Roles"
Select the approver to approve the employee from the list
Mark if it is only the manager (selected from the list) who must approve the employee and not also the head of the department the employee works in.
Click "Save"
Example 2:
An employee can be created as an approver without being an approver for a department:
Open the employee's master data card from the Setup Admin page.
Click "Roles".
Select "Approve" (without selecting departments)
Click "Save".
Follow example 1 above to select which employees to approve by the manager.
Employees with the role "Approver" selected are added to the list "Approved by". This allows a 1: 1 approver flow to be built around your departments or in connection with your department approver flow.
Example 3:
The approver flow is updated to BitaBIZ from Microsoft Azure Active Directory. In this case, employees will automatically receive the approver created as the employee-manager on your Active Directory.
When is a registration sent for approval?
Approver flow at registration level (vacation, payroll hours, time off, etc.) is managed on the individual module's settings page.
Vacation:
On the individual policy added to your account select approver requirement for vacation requests.
Custom leave types (maternity leave, paternity leave, etc.):
Select if the individual leave type created has approval requirement.
Sick leave: not sent for approval.
Own registration types (work at home, self-paid holiday, etc.):
Select on the individual registration type whether it is to be sent for approval.
Overtime / time off;
Select on the module's settings page whether registration of overtime and time off must be sent for approval.
Time registration;
Select on the module's settings page whether registration of time must be sent for approval.