10.03.07 Approvals

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10.03.07 Approvals

In UNItekTIME by default, Timesheet and Expense Approvals works according to each project whereas Time Off approvals works according to each employee.
The approval process ensures that time is entered correctly for more efficient and accurate project and Time Off analysis. UNItekTIME provides a default approval process that you may customize for your organization. In any organization, Time entries, Leaves, expenses are supposed to be approved by the managers or any specific employees. In most cases there could be one or more approvers to approve only one entry totally depending on the organizational needs.
In UNItekTIME, Administrator can use UNItekTIME default approval types or can easily create new Approval types of Timesheet, Time Off and Expense as per the requirement. There is no limit of creating such approvals but it is recommended that the relevant names are set to easily recognizable even after many years when assigning it to new projects or employees.
By Default, besides “Approval Not Required” option, UNItekTIME offers below Approval Types,
  • Project Manager
  • Team Lead > Project Manager
  • Employee Manager
In UNItekTIME, Administrator can create a new Approval Path from Admin Options > Approvals with many possibilities,
  • There are 5 tiers of Approvals in each Approval Path. That means, maximum 5 approvals tier are available for defining the approvals but more than one employee can be set in each tier.
  • Administrator can set 2 approvers on the same tier so that any one approves the request and it will be approved.
  • Administrator can set more then 1 approver with different tiers so that request will be approved as per the tiers defined.
  • Administrator can introduce any specific employee at any tier for approval even the external user.

Creating a new Approval Path:

  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options scroll to Application Setup and click Approvals.
  3. Click on the + Add Approval Type green button on the top-right side of the application.
  4. In the Add Approval Type screen that appears, enter:
    1. Approval Type Name.
    2. Enable the check “Is Time Off Approval” if it is for Time Off.
  1. In the Add Approval Path screen that appears, enter:
    1. Select the Approver Type from the first column.
    2. External User column and Employee Column is dependent on the first column selection.
    3. Set the sequence(tier) of Approval Path. If you want it as 1st Project Manager and 2nd Employee Manager. select the first column as Project Manager and set the sequence as 1st then select the Employee Manager in the 2nd row and select the sequence as 2nd.
    4. Click Add button at the bottom-right of the of the page.

Assigning newly created Timesheet Approval Type to a Project:

  1. Login UNItekTIME with Admin Credentials.
  2. Click the Projects from the left top navigation bar.
  3. Click gear Icon against the project and select Edit Project option.
  4. Navigate to Approvals Tab.
  5. Select the newly created Timesheet Approval Type from the “Timesheet Approval Type” drop-down field.
  6. Click Update.

Assigning newly created TimeOff Approval Type to an Employee:

  1. Login UNItekTIME with Admin Credentials.
  2. Click Employees.
  3. Click gear Icon against any Employee and select Edit Employee option.
  4. Navigate to Advanced Tab.
  5. Select the newly created TimeOff Approval Type from the “Time Off Approval Type” drop-down field.
  6. Click Update.

Editing the existing Approval Path:

  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options scroll to Application Setup and click Approvals.
  3. Click on the Options gear icon against the path which needs to be changed.
  4. Click the option Edit Approval Path.
  5. In the Edit Approval Path screen that appears, enter:
    1. Make the changes on the page as per your requirement and click Update button at the bottom of the page.

Deleting the existing Approval Path:

  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options scroll to Application Setup and click Approvals.
  3. Click on the Options gear icon against the path which needs to be deleted.
    1. Click Delete option.
    2. Click Ok for confirmation.
Article ID: 55, , Modified: 3/24/2021 at 3:22 AM

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