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Adding and Assigning an Approver

Within HRWize, extra permissions can be added to an employee to give them access to approve requests.

We typically find that this is at it's most useful when there is a manager (or normal approver) out of the office and another member of the team is given the responsibility of approving requests to keep the business "ticking over". 

The approver permissions fall largely alongside standard employee permissions with the minor addition of the workflow beneath the Announcements section. 

Please Note - The approver will only be able to approve requests and will not have any access to modules such as Employee, Performance and so on.


Setting up an Approver

To give an employee access to approver permissions, go to:

People > Users 

Select 'Add' to add a new user or use the 'Pencil' icon to edit existing user permissions.

When assigning the user group, you should set this to "Approver" under the user group drop-down list of this section.

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 need to use the 'Change' action on their employee card (People > Employees).

 

By default, the approver will be sent 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 off 

Go to:

People > Users

Click on the 'Edit' icon.

Approver-level users have the ability to add time off on behalf of the employees who they are set to approve.

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 checkbox 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 an approver.

Once submitted, this will allow the Time and Attendance module to appear, giving the option for Approvers' to add time off for their respective employees.


Approver access Time Tracking

If you would like Approvers access to time tracking, you can enable this within their User Permissions.

For access to time tracking, tick the box for  - Allow approver to access time tracking?

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Select Submit to save these changes. 

When the approver logs in, they will have access to Time Tracking records for individuals which they are set as an Approver for. 

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