Approvers on Education People are set up on posts instead of individual employees. This means that certain posts report to other posts and changing a post's approver impacts all employees who are currently in that post.
To check or amend an employee's approvers:
Click the employee's profile then click the Employment tab.
Click Position then click Post Details.
Click Approval then click Approvers.
To set up a line manager for this post, click Edit next to Reports To (Line Manager).
Select the relevant post.
To set up individual approvers for leave, pay claims, etc. click Edit next to each setting.
For example, click Edit next to Expenses to choose the approver for this employee's expenses submitted through Self Service.
Approval methods include:
Line Manager is Approver | If selected, the employee currently added as the post's line manager is the approver. |
Auto Approve | Approval won't go to any employee on the system; it's auto-approved. |
Approval Group | Select this and then the relevant approval group from the dropdown list. |
Select Approver | With this option, you can choose a post from the organisation structure as the approver. |
Approvers can also be set up on the post directly by clicking Admin Menu and then clicking Post Setup. Click each post and follow the same steps as above to set up approvers.
📌 Note: There is currently no option on the system to add or change approvers on multiple posts at once. This can only be done on each post individually.
Webinar
We also have a webinar recording for guidance on how to do this.