Gen3: How to change the timesheet approval path

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How to change the timesheet approval path to project manager and then Supervisor

(Originally posted by ssantorelli)
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Archived Post, Official Rep

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Posted 4 years ago

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Archived Post, Official Rep

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Hi,

Thank you for using Replicon Community.

In order to change timesheet approval path you can either create a new approval path & then apply the new approval path to the required users or edit an existing one which will automatically change the approval path for everyone who is assigned this approval path. 

Steps to create a new approval path are as follows:- 

- Log into Replicon as an Administrator.
- Go to Timesheets > Timesheet Approval Paths.
- Click on +Add Approval Path.
- Give a name, description.
- Select Step 1 Approvers -> Roles -> Project Manager, Step 2 Approvers -> Roles -> Supervisor. 
- Replicon will trigger a notification & send the Timesheet first to the Project Manager, once PM approvers the Timesheet, then 2nd notification & Timesheet will be sent to supervisor. 
- If you would like to edit an existing approval path simply click on an existing approval path and make the above changes to the approval sequence. 

Steps on how to create a new approval path, edit an existing approval path & apply the newly created Timesheet approval path have been shown in the below video:- 





Thanks,

Lingaraj



 

(Originally posted by Lingaraj Dharwad)
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Lingaraj Dharwad, Product Champion

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Hi All,

Video is available below: 



Thanks,
Lingaraj