The Approver tree
The Approver tree is accessed from the Approver Setup page by clicking on the 'View Approver Tree' button. It provides the user with a different perspective of the approver setup. It is structured by Workgroup, Approver and leave types. You can 'drag and drop' unapproved employees onto the approval tree to assign the required approvers. Please note however that from August 2018 the approver tree page is deprecated.
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Clicking this button returns you to the Approver Setup page.
Check Boxes And Drop-down Menu
This section has three check boxes and a Drop-down menu which are available elsewhere in the LeaveWizard system but duplicated here for convenience.
Leave requests should be sent for approval to Team Leaders
Requests submitted by Administrators will be sent for approval
If checked, requests submitted by an administrator for someone else will be submitted for approval. If not, these requests will be automatically approved.
Team members can only see leave for people in the same team
If checked, users will be restricted to be only able to see leave for members of their work group and custom groups.
Overtime requests should be sent to
You can select either Administrators or Team Leaders / Approvers from the drop down box and overtime requests will then go to them. However, if team leaders/approvers is selected and no approvers exist then those requests will go to administrators.
The Approver Tree
The Approver Tree comprises of three columns: Unapproved Employees, Approval Tree and Secondary Approvers which we will describe in detail below. At the bottom of the section there is also a useful graphical key to help identify the different node types: Workgroup, Leave type, Approver and Employee.
For example, if you click on 'Janet Ayres' in the Unapproved Employees list and then 'drag and drop' her icon onto the Approver icon of John Boss on the Approval tree her only un-approved leave 'Holiday' requests will then be approved by him.
You can double click (or click on the arrow to the left of) the Approver name to expand or collapse the list of leave types they approve. And finally, you can double click (or click on the arrow to the left of) the leave type name to expand or collapse the list of employees that the approver approves for that leave type.
If you right click on an approver or employee on the Approval Tree a pop up menu appears. For Approvers, you are given the option to change their company status. For employees, you can remove their approval for a given leave type and approver from the tree. For both approvers and employees you can click 'who approves my leave?' and get a pop up showing a list of all the approvers for each leave type for that user.
If you want to remove the approver, just click 'Remove' and the approver will be removed. If you select 'New Secondary Approver' or 'Edit', you will be taken to the 'Secondary Approver User Group Details' page. With the 'New' option the page is blank and with the 'Edit' option it is pre-filled with the current secondary approver settings.
The 'Secondary Approver User Group Details' page has six sections. We will now examine each section and it's associated settings in detail to allow you to configure secondary approvers correctly from the page.
This field allows you to enter a name for the user group. If it has been generated by the system, it takes the form ''secondary Approver' secondary approvals', i.e. If the 'Secondary approver' is Paul Hayward then the 'Group Name' would be 'Paul Hayward secondary approvals'.
This setting allows you to select an Administrator or Line Manager as an approver from the drop-down box.
This section has two scrolling panes listing the available leave types and a vertical navigation bar between them. To add a leave type to the group, select a leave type in the left hand pane and then click the right arrow to move it to the right hand pane. Alternately, to remove a leave type from the group, select a leave type in the right hand pane and move it to the left hand pane by clicking the left arrow. Clicking the double left or double right arrow moves all the entries from one pane to the other. Tip! You can also use 'Ctrl-click' to select multiple users at the same time.
This section works in a similar way to the Leave Types section except it is used to select members of workgroups.
This section works in a similar way to the Leave Types section except it is used to select individual employees.
Submit / Cancel
These buttons allow you to either submit or cancel the entries you have made and return to the 'Approver' page.