Adding and Assigning an Approver
Within NaturalHR, extra permissions can be granted to an employee to give them the ability to approve requests.
Typically, we find that this is most useful when there is a manager (or an approver) out of the office and another member of the team is given the responsibility of approving requests to keep the business "ticking over". Approver permissions fall largely alongside standard employee permissions.
Please Note: The approver will only be able to approve requests, they do not have access to modules such as Employees, Performance and so on.
Setting up an Approver
To give an employee access to approver permissions navigate into:
People -> Users
and either select Add to add a new user or use the Pencil icon to edit an existing user's permissions.
When assigning the user group select Approver from the user groups dropdown:
Once this has been submitted, this approver will now be eligible to be selected as an approver for specific users.
By default, all users with Manager, HR and admin level permissions will already have approver permissions.
Assigning or Changing an Approver
To assign an approver to an employee you'll first need to navigate into:
People -> Employees
Then find the employee you'd like to assign the approver to and click the Change icon:
By default, the approver will be set to the employee's manager but once this is submitted the selected new approver will be able to approve this particular employee's requests.
Approver adding or editing time on behalf of employees
Approver-level users can also have the ability to add time off on behalf of the employee's who they are set to approve for. To configure this navigate into:
People -> Employees
Find the approver you'd like to enable this for and click Actions -> Edit.
When setting up the approver access level, or editing an existing user account you will need to select the checkbox entitled "Allow approver to add time off"
To allow the new approver to edit time off, the check box named "allow approver to edit time off"
Below we can see all the options that are available to be selected can be seen once the User Group has been changed to approver.
Once submitted, this will allow make the Time and Attendance module to appear, giving the option for approvers' to add time off for their respective employees.
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