Multiple Approval Path Sequence in Gen2

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  • Updated 3 years ago
How to add 2 supervisors to approval time sheet at the same time.

(Originally posted by cmlang1950)
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Posted 3 years ago

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Hi,

Thank you for using Replicon Community.

You will need to create separate approver types for each of the supervisors first using the specified user option. Then create a new approval path by selecting both the approver types with sequence 1 for both.

- To create the new approver type follow these steps:

  • Log in to the Replicon as the Administrator.
  • Click on the Administration icon.
  • In the Approval Setup section click on Approver Types.
  • In the List Approver Types click on Add.
  • Then in the Add Approver Type screen provide a name for the approver type in the Name field.
  • Click on the drop down nest to Role and select Specified User.
  • In the Field next to User select the name of the 1st supervisor.
  • Click on Save.
- Repeat the above steps to create one more approver type using the 2nd supervisor.

  • - Log into the Replicon as the Administrator.
  • Click on the Administration icon.
  • In the Approval Setup section click on Approval Paths.
  • Then click on the Timesheet tab and click on Add.
  • Provide a name for the approval path in the field next to Approval Path Name.
  • Click on the first drop down in the Approver Type section and select the new approver type created for the specified user 1st supervisor. Similarly click on the first drop down in the Approval Sequence section and select 1.
  • Click on the second drop down in the Approver Type section and select 2nd Supervisor. Then click on the second drop down in the Approval Sequence section and select 1.
  • Click on Save.
- Follow these steps in order to assign the time off approval path in the user(s) profile.

  • Log into the Replicon as an Administrator.
  • Click on the Administration icon.
  • The click on Users in the Users/Departments section.
  • Click on the Edit icon next to name of the user for whom the new timeshee approval path needs to be assigned.
  • Then click on the Advanced tab and in the Approvals section click on the drop down next to Timesheet Approval Path and select the new approval path created.
  • Click on Save.
Now whenever a user submits a Timesheet both approvers will receive the email notification & timesheet for approval at once. Only if both approve it will the timesheet get approved.

Thanks,
Lingaraj




(Originally posted by Lingaraj Dharwad)