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Can delegate approvers be set up in the system?

Eleanor Cross
Hi All   Questions raised for Adam Tuffin:   Is it possible to set up delegate approvers for holidays, when they are not directly their line manager? A scenario mentioned would be a PA for a CEO approving holidays or expenses for someone who reports directly into the CEO (not the PA).   Also, is there a way that an individual e.g. a GM of a site can be set up in the system as a default manager? Is it then possible to have a cascade so if the GM leaves, it then defaults to the Assistant GM, as an example?   Many Thanks
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Anonymous User

Hi {@005D0000008vbdHIAQ}​ 

Anyone with permission to approve holidays can approve anyone's holiday as long as they can see them. If the PA sits above the employee who's holiday needs to be approved and they have access to the location and division the employee is in they will be able to authorise holiday.

The 'Reports to is ONLY for notifications'

In the employees [requesting holidays] HR record, it is possible to set a 2nd line manager notification. This means that as long as the above is true, both the CEO and PA can receive the holiday, absence, or expense notification.

This is in the Employee record > Employee access > Line manager notification

 

I assume the 2nd part of the question relates to the 'Reports to'. If this is the case it is not possible to automatically reassign to anyone if an employee leave.

A process should be put in place that if anyone is transferred or terminated, the Reports to for all affected employees should be updated. This can be done via a batch update. HR > Employees > Employee Batch update

 

Hope this helps

Debbie

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