Setting up an Approver and Allowances

Not everyone on WhosOffice can be set as an Approver, first they need to be under a USER ROLE that has the Pending Leave Permission. An Administrator will be able to intially setup who has the "Approver" User Role. Once this has been done they can set the staff members approvers up from within the Users record (See Below) and also choose what each Approver can do.

Each person can have up to 2 Approvers and, via the Leave Type settings, you can decide what level of Approval a Leave Type requires i.e. No Approval, Single or Multiple Approval or even an Approval chain (A specific order of approval).

To allocate an approver to a staff member you can,

  • From the Settings Menu, Click Users
  • Select the users Name,
  • Click the Leave Approvers tab on the left
  • Select who Approver 1 will be, and Approver 2 (if required)
  • Choose the CAN* permission the approver has

*The CAN permissions allow you to give the Approver additional options when managing this persons leave and absence.

  • Approve and Decline Only - Standard Permissions only allowing the approver to Approve and Decline leave
  • Approve, Decline and Add - Allows the Approver to Add Leave on behalf of this staff member as well as Approve and Decline leave
  • Approve, Decline, Add, Edit and Cancel - Allows the Approver to Add, Edit and Cancel Leave on behalf of this staff member as well as Approve and Decline leave.

You can also include people to be notified, for example somebody in HR. In the Notifiers field on the Leave Approvers page, You can add as many email addresses as you need, seperated by a semi colon ( ; )

In order to setup allowances for a staff member you can,

  • From the Settings Menu, Click Users
  • Select the users Name
  • Click the Leave Allowances Tab on the left
  • Choose which Allowance Pot and Unit the allowances are in
  • Select what allowance year and then enter what the allowances are

The staff member will then be able to request leave using any leave types that are available to them.


Title: Setting up an Approver and Allowances
Category: Leave
Posted: Friday, 24th Apr 2015
By: Callum Ellis
Direct link: http://www.whosoffice.com/support/knowledgebase/setting-up-an-approver


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