Assign approval rights to an employee

Open the employee's master data card from the Setup Admin page.

  1. Click "Roles".
  2. Tick "Approver".
  3. Choose which department the employee should approve.
  4. Choose who should approve the manager or if the manager should be a self-approver.

Click "Save"

time approval

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:

  1. Open the employee's master data card from the Setup Admin page
  2. Click "Roles"
  3. Select the approver to approve the employee from the list
  4. 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"

approval flow

Example 2: An employee can be created as an approver without being an approver for a department:

  1. Open the employee's master data card from the Setup Admin page.
  2. Click "Roles".
  3. Select "Approve" (without selecting departments)

Click "Save".

approval flow

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.

azure approval workflow
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