How to set up who approves new leave requests

In Leave Dates you can have approvers for individual employees or approvers for a department. This article will explain how to configure these approvers.

The 'Approver' Role

Everyone who will approve leave must be set up with the 'Approver' role.

In the employee settings menu, simply tick the 'Approver' box for all employees who need to approve leave.

For more information about permissions, please read this article - What are the different user roles and what permissions does each have?

Once you have set up the relevant people as approvers, you can then select them as approvers for individual employees or departments (or both). 

In the case where a user has an individual approver AND one or more department approvers, the individual approver will take precedence, and the department approvers will not be notified.

Department approvers

If you have configured departments for your employees, you can assign one or more approvers for each department.

1. Click the cog icon and then the Departments link.
2. Select the department you wish to edit.
3. Use the Approvers dropdown to select who should approve leave. You can select as many as you like. Only employees with the approver role will appear in this list.
4. Press Save.

Individual approvers

It is possible to override the department approver by specifying an individual approver for the employee. This can be their line manager or another person who is responsible for approving their leave. 

You can configure this in the employee settings screen.

1. Click the cog icon and then the Employees link.
2. Click the name of the employee who you want to set an approver for.
3. Under 'Approver' select who you want to approve leave for this employee. Only employees with the approver role will appear in this list.
4. Press Save

If you do not want to have an employee approver, you can leave this blank.