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Choose who approves what
Decide who approves each kind of request, such as holiday, timesheets and expenses, so nothing waits with nobody to answer it.
What you'll need: People's line managers on their jobs.
Every request goes to an approver.
More detail
Most go to the person's line manager at first. Check this in your first week, and change what doesn't fit how you work.
Set who approves a kind of request
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Step 1: Go to Settings, Who approves what.
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Step 2: Press Edit beside the kind of request.
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Step 3: Choose who approves, such as Their line manager, HR for their employer or A named person.
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Step 4: Save it.
More detail
New requests go to the new approver.
Choose the emails approvers get
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Step 1: Under Emails about requests, choose what approvers get By default.
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Step 2: Save it.
More detail
Each person can change their own choice.
Stuck?
A request went to HR, not to the manager
The person has no line manager, or their manager can't sign in. Give them a manager with a login.
I can't make changes to personal details approve themselves
Someone always checks those. Phone numbers, email and address can save straight away, if your employer allows it.
It says choose who approves these requests
You saved without an approver. Choose one and save again.
A manager's own request went to someone else
Nobody approves their own request. It goes to the next approver, or to HR.
The named person I want isn't listed
Only people who can sign in are listed. Give them a login first.
Thanks. That helps us make the guides better.