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How to set up Approval levels

  1. To setup Approval levels, go to ‘SETTINGS’.
  2. Select ‘APPROVALS’.

  1. The ‘ACTION’ column displays the different areas where you can add Approval Levels.
  2. The ‘REQUIRED’ column displays the number of approvals required.
  3. The ‘APPROVERS’ column displays the employees who should approve the specific area.
  4. To add approval levels to an area, click on the desired area below.

  1. The ‘EDIT APPROVAL SETTING’ screen will open, below all employees are listed.
  2. In the ‘REQUIRED’ box you indicate how many approvals are needed in the area e.g. 1 or 2. You will then have to select the same number of employees which are in the ‘REQUIRED’ box.
  3. You can search for a specific employee by using the ‘SEARCH BAR’.

  1. The ‘GREEN TICK’ next to employee’s name means that they are approvers for the selected area.
  2. The ‘RED TICK’ next to employee’s name means that they are not approvers for the selected area.
  3. To change the employee’s approval states, click on the ‘RED/GREEN TICK’, this will change the colour of the tick making the employee an approver or not.

  1. You will now see the employee’s names added or taken off of the selected area on the ‘APPROVAL SETTINGS’ page.

 

STEP-BY-STEP BREAKDOWN

  1. To setup Approval levels, go to ‘SETTINGS’.
  2. Select ‘APPROVALS’.
  3. The ‘ACTION’ column displays the different areas where you can add Approval Levels.
  4. The ‘REQUIRED’ column displays the number of approvals required.
  5. The ‘APPROVERS’ column displays the employees who should approve the specific area.
  6. To add approval levels to an area, click on the desired area below.
  7. The ‘EDIT APPROVAL SETTING’ screen will open, below all employees are listed.
  8. In the ‘REQUIRED’ box you indicate how many approvals are needed in the area e.g. 1 or 2. You will then have to select the same number of employees which are in the ‘REQUIRED’ box.
  9. You can search for a specific employee by using the ‘SEARCH BAR’.
  10. The ‘GREEN TICK’ next to employee’s name means that they are approvers for the selected area.
  11. The ‘RED TICK’ next to employee’s name means that they are not approvers for the selected area.
  12. To change the employee’s approval states, click on the ‘RED/GREEN TICK’, this will change the colour of the tick making the employee an approver or not.
  13. You will now see the employee’s names added or taken off of the selected area on the ‘APPROVAL SETTINGS’ page.