To create an approval process for overtime entries, follow these steps:
Access the Approval Process: From the homepage, go to Resources > Approval Process.
Initiate Approval Setup: Click on the "Add" button in the upper right corner to start the approval process setup.
Step 1:
Select the department for which the approval process will be added to initiate the setup.
Each department requires a separate approval setup.
Step 2:
You can enter personnel information in the approval process to advance through the approval steps. While selecting personnel, you can filter by a specific position or department to identify the employees to whom you will assign responsibilities.
For a multi-step approval process, click the "Next" button. If it is a single-step setup, you can complete the process by clicking "Save."
You can enter information for one or more employees in the personnel section. When one of the employees added to the approval process gives their approval, the process will proceed to the second approval step.
Step 3:
After the selected individuals in the first stage of the approval process give their approval, you will proceed to the second stage. From this area, you can also identify the individuals to whom responsibilities will be assigned by filtering by department and position.
Once you have selected the employees to whom responsibilities will be assigned, you can click "Next" to proceed to the third approval stage.
If it's a two-stage process, you can complete the approval process by clicking "Save."
Step 4:
The approval structure can consist of three stages.
In the final step, you can enter the employee to whom responsibilities will be assigned to complete the approval process.
If the manager field is checked, the approval will go to the manager defined for the employees within Teamso.