How do I define approval levels for time, leave, expense and projects?
In Pacific Timesheet, you can define approvals by data type in one place:
- Navigate to System>General>Approval Levels
- You will see a configuration screen that looks like this:
Setting Up Approval Levels
Note that there are two major items to setup with approval levels: 1) the Display Name of the Approval Level, and 2) the data types a display name "Applies To."
Set the display name to indicate the functional level of the approval:
Or you can set an approval level name to indicate a direct reporting relationship for the employee and manager:
For each Display Name (approval level) you can enable type of data that can be approved at that level. Typical approval levels and data types are:
Supervisor -----------> Time, Leave, Expense
Project manager -----> Projects, Leave, Expense
Corporate Finance ---> Expenses
Payroll ----------------> Time, Expense
HR --------------------> Leave
The best way to understand Pacific Timesheet approvals is how they are applied. In essence, an approval workflow can be applied in a few ways:
Employee-based Approval: timesheets, leave requests, expense sheets, asset or log entries
Group/Crew-based Approval: crew timesheets, expense entries, assets or log entries.
Project Approval: project time entries, expense entries, asset or log entries related to a project.