Do you want some managers to be 'Approval Managers'?
Do you want a type of absence to be systematically approved by a particular person? It is necessary to define an approval cycle.
Who is concerned by this article ?
Administrators of Eurécia.
Define an approval cycle
There are two types of approval cycles in Eurécia:
- The company approval cycle: it is defined at one time in the company record and applies to all employees
- The employee approval cycle: it is defined on a case-by-case basis in each employee's file, and takes priority over the company cycle.
We recommend setting up a company approval cycle which will apply to all employees, and managing exceptions on a case-by-case basis from the employee record.
Company approval cycle
Access : Admin Area > Open 'Company record,' > 'Configuration' Tab
- Go to 'Approval cycle'
- Check 'Enable company approval cycle' to activate the approval cycle for all employees
- Insert a line for 'Confirm staff leave and absences'
- Select the role 'Confirm staff leave and absences' (or 'Confirm all requests if it is the same approval cycle for all modules)
- Choose the level of approval: you can put level 1 to a person, level 2 to another, to proceed to intermediate approvals
- Choose the approval manager: it is the person who will approve the absence
- Choose 'Approval can be transferred to' (optional)
- Non authorized : the approval can't be transferred to another person la validation
- Any employee with approval authorization : the approval can be transferred to any person that has a profile with 'Manager view'
- Manager : the approval can be transferred to the Manager
- Company manager
- Manager Department
- Manager Branch
- Workflow activation condition (optional) : allows to condition the workflow activation, outside the conditions, the rule is not activated
- For staff leave and absences modules, the condition is the absence type
- Approve the rule by clicking on 'Approve this line'
- Click on 'Save'
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The approval rules is created in the company record and applies to all employees. To create exceptions, you need to go to the employee record of the employees concerned by the exception. . |
Employee approval cycle
Access : Admin Area > Open Employee and users > Open the employee record
- Go to 'Rules' Tab
- In 'Approval cycle' appears by default the rules defined in the company record
- Insert a line to add a rule
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- Select the role 'Confirm staff leave and absences' (or 'Confirm all requests if it is the same approval cycle for all modules)
- Choose the level of approval: you can put level 1 to a person, level 2 to another, to proceed to intermediate approvals
- Choose the approval manager: it is the person who will approve the absence
- Choose 'Approval can be transferred to' (optional)
- Non authorized : the approval can't be transferred to another person la validation
- Any employee with approval authorization : the approval can be transferred to any person that has a profile with 'Manager view'
- Manager : the approval can be transferred to the Manager
- Company manager
- Manager Department
- Manager Branch
- Workflow activation condition (optional) : allows to condition the workflow activation, outside the conditions, the rule is not activated
- For staff leave and absences modules, the condition is the absence type
- Approve the rule by clicking on 'Approve this line'
- Click on 'Save'
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If several approval rules are at the same level, the approval will be carried out by one or the other of the persons in charge. Both will receive the request simultaneously, and it will disappear once either of them has approved it. |
Keywords associated to this article :
Request approval - Approval cycle - Level - approval - role - managers
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