Assign Approvers To Employees

You may choose to assign approvers to employees, or alternatively allow their timesheets/expenses to be automatically approved upon submission.

To assign approvers to employees, locate the employee on the Employee page, and then edit the employee by clicking the edit icon (pencil) on the right hand side of the row. Then click on the Approvers tab to view the approvers. You should now be viewing either a list of employees to choose from, or it may show 2 drop-down lists, depending on what Approval Mode you have chosen:

​ Multiple approver mode:
Using this mode, you can select one or more approvers to approve the employee's timesheets. The employee chooses which approver to approve their timesheet from a drop-down list before they submit the timesheet.
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Approval Escalation
Using approval escalation allows the timesheet or expense form to be approved multiple times by different approvers. You may choose up to 2 approvers in this mode. When the timesheet is submitted, the first approver is notified, and must approve it. Once the first approver approves the timesheet, the second approver is notified, and the timesheet is now marked as Partially Approved. When the second approver approves the timesheet, the timesheet status changes to Approved. If the second approver rejects the form, then the employee will resubmit it back to the second approver. The employee who submitted the timesheet will receive notifications for both approvals.