Bulk Set Approvers

Setting Approvers in Bulk

The Bulk Set Approvers tool in WhosOffice can help setup a whole Groups approver in one go, as an alternative to going into each users profile individually. To do this;

From the leave menu click Bulk Set Approvers

  • On the left you can then choose who to adjust Approvers for, either Group or Staff.
  • Then choose a particular Group or a Staff Member
  • Followed by the function as either Leave or Overtime
  • Click Load Records

After clicking Load Records, you will see a preview of the information you have just selected. In line with each staff member you will also be able to see anyone who already has an Approver(s) setup on their account. Then on the right hand side of the page, you have the option to set an Approver to each of the staff members selected.

  • First, Select which Approver you would like each staff member to have.
  • Then select which Permissions* the approvers will be granted
  • You can then specify whether this approver will be Approver 1 or Approver 2
  • Finally, you can choose to override any already setup Approvers or only to those who do not yet have an Approver.

Then click Submit.

*The Permissions dictate what the Approver can do with each member of staffs leave. There are various options, as seen below;

  • Approve and Decline Only - Allows the approver to only Approve and Decline the staff members Leave or Overtime
  • Approve, Decline and Add - Allows the approver to Approve, Decline and Add Leave or Overtime
  • Approve, Decline, Add, Edit and Cancel - Allows total control over the staff members leave/overtime requests with the options to Approve, Decline, Add, Edit and Cancel Leave or Overtime.

To assign Approvers individually, please see the Adding Approvers and Allowances article.

Title: Bulk Set Approvers
Category: Leave
Posted: Wednesday, 27th Sep 2017
By: Callum Ellis
Direct link: http://www.whosoffice.com/support/knowledgebase/Bulk Set Approvers

View all knowledgebase articles

Stay connected - Latest blog posts


Posted on Tue, 23rd Jul 2019 Can your shift planner cope with part-time employees?

The number of professionals working part-time is on the rise, with more than 8.6 million people in the UK choosing this form of employment. Can your shift planner cope with part-time employees?

Posted on Mon, 22nd Jul 2019 How to plan the perfect shift: a 3-minute guide

Shift planning is a major pain point for many businesses. Mistakes are common, and the consequences can be huge: under-staffing, poor productivity, even legal consequences if you’re lacking team members with the right skills and qualifications to start work.

Posted on Thu, 18th Jul 2019 How to manage staff scheduling during summer holiday season

Summer has finally arrived – and we don’t just mean the weather. It’s the time of year when a huge number of employees take their annual vacation, and for many businesses, this can lead to shift planning nightmares.

Posted on Mon, 15th Jul 2019 The early 2020 UK May bank holiday will be moved to mark 75th anniversary of VE Day - Don't be caught out!

The early May bank holiday in 2020 for the UK will move from Monday 4 May to Friday 8 May to mark the 75th anniversary of VE Day which takes place on 8 May.

Start your long trial today get until Monday, 26th Aug 2019 absolutely FREE! No credit card, no setup fees and no hidden costs!