Approval workflows

An optional function of the software is Approval Workflows. The function sends an employee's submitted time or expenses to one or more managers for approval.

In the employee's properties window, it is possible to view the details of the approval workflows assigned to this employee - if the employee is assigned to one.

1. Go to the Employees view (Projects & Employees > Employees).

2. Click the Edit button for the employee.

3. Scroll down and click the Show Approval Workflow button to reveal the Employee Approval Paths window.

You cannot assign an employee to an approval workflow from the Employees view. Each Approval Workflow is created and assigned using the Approval Workflow view.

Approval paths for time or expenses are displayed with approving managers listed for each workflow.

1. • A dashed line   is used to display the approval workflow when entries designated for a project specific workflow are also directed to a sheet-based workflow (All Projects).

   • When a specific sheet is selected from the drop-down list, the active workflow is highlighted in yellow and a yellow dot is placed next to the manager who must next approve the sheet.
      

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Approval workflow