How do I define and use 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 for approval levels: 1) the Display Name of the Approval Level, and 2) the data types a display name "Applies To."
Functional Display Names
When you set the display name of an approval level, there are a couple of best practices. Use display names the indicate the function or the place in the organizational hierarchy of an approval level.
Use Applies to enable the type of data that can be approved at that level.
Approvals levels can be set by function:
|Project Manager||Project time approval|
|HR||Leave request approval|
|Corporate accounting||Expenses approval|
|Payroll||Time & expense approval for payroll|
Hierarchical Display Names
Or you can set an approval level name to indicate a direct reporting relationship in your organizational hierarchy for the employee and manager: For example:
|Supervisor||Time, leave & expenses|
|Department head||Time, leave & expenses|
|Regional VP||Time, leave & expenses|
Another way to understand Pacific Timesheet approvals is how they are applied. Approval workflow can be applied in a few ways:
Employee-based Approvals: individual employee timesheets, leave requests, expense sheets, asset or log entries.
Group-based Approvals: individual timesheets, expense sheets, asset or log entries are approved by group.
Crew-based Approvals: crew timesheets, expense entries, assets or log entries are approved by crew.
Project Approvals: project time entries, project expense entries, project asset or log entries are approved by project.