Add an Approval Role

Approval roles are for specifying reviewers and persons to be notified of review results. You can add approval roles and assign them to persons. Persons assigned with the approval role that is defined as the reviewer have the permission to approve/reject applications of specified departments / attendance groups / persons, and persons assigned with the approval role that is defined to be notified have the permission to receive and view review results.

Make sure the current admin user has the permissions for configuring approval roles. For details about user permissions, refer to Role and User Management.

  1. On the top left, select > Integrated Service > Attendance.
  2. Select Approval Management > Approval Role on the left.
  3. Click Add to add a new approval role.
  4. Create a name for the approval role.
  5. Click to open the person selection pane.
    Figure 1 Select Person Pane
    1. At the top of the left tree, click to select Department or Attendance Group to show all the selectable departments or attendance groups.
      Note:

      If Department is selected, you can check Include Sub Department to display persons of sub-departments.

    2. Select a department or an attendance group to display the linked person(s) on the right.
    3. Check the person(s) select the person(s) to assign the approval role to.
      Note:

      You can check Select All at the top of the right, or enter keywords to search for persons, or click to filter persons by the position or additional information. For details about customizing additional information items, refer to Customize Additional Information.

  6. Click Add to finish adding the approval role.
  7. Optional: Perform the following operations as needed.
    Option Description

    Edit Approval Role

    Select an approval role in the list and click to edit it.

    Delete Approval Role

    • Select one or multiple approval roles in the list and click Delete to delete the approval roles. Also, you can click Delete All to delete all approval roles.

    • Select an approval role from the list, and click to delete it.

    Assign Approval Role to More Persons

    Select an approval role in the list, and click Assign To on the right pane to select persons to assign the approval role to.

    Unassign Approval Role

    Select an approval role in the list, and select the person(s) on the right pane, and click Unassign to unassign the approval role for the selected person(s). Also, you can click Unassign All to unassign the approval role for all persons.