Below is the full process for when an employee's leave approval has several levels.
Please refer to our article on setting up a 2nd level approver for guidance on how to add this.
Employee submits leave
The first step in the process is for the employee to submit their leave request from Self Service.
To do this, they will need to:
Click Self Service, then click My Leave.
Click Add Leave.
Select the first and last day of leave, as well as the Absence Category (Annual Leave, Compassionate Leave etc.).
Enter the number of working days and lieu days, if needed.
Select the approver from the Approver dropdown.
Click Submit.
đ Note: You will only have multiple choices in the dropdown if the 1st level approver is a post with multiple employees or an approval group.
Escalate approval
Next to the Approver dropdown there is an Escalate button. Clicking this will escalate the approval to the approver's line manager.
This is used if the usual approver is on leave or unavailable, so that the request goes to their manager instead.
â ď¸ Important: Please advise employees not to click Escalate unless it's absolutely needed.
1st level approval
Once the employee has submitted the leave, it will go to the 1st level approver.
The 1st level approver will receive a notification in Education People as well as an email asking them to approve or reject the leave.
The other people that were available in the Approver dropdown before submission will not receive a notification or email. Only the selected approver will receive these.
The 1st level approver then needs to:
Click the Notification icon and select the leave.
Click Approve.
You will see a Further Approval pop-up.
Select the 2nd line approver from the dropdown.
Click Approve.
The leave request will now go to the selected 2nd line approver.
2nd level approval
Once the 2nd level approver has been selected and the leave sent their way, they will also receive a notification and an email.
The 2nd level approver will need to:
Click the Notification icon and select the leave.
Click Approve.
đ Note: All approvers will receive a notification as well as an email, but this will only happen once the previous approver has approved the request.