Viewing/Editing Separation Approver (s)

As an Admin, if you want to view or edit the separation approver (s) for each employee, you can view and map the exception approvers for the separation request.

To View/Edit Approver (s)

1. On the PW Admin menu, under Separation, click Separation.

The Reason for Resignation page appears.

2. On the left navigation pane, click Separation Approver (s).

To view/edit approver (s), click View/Edit Approvers tab.

The details displayed are:

3. In the Employee Search text box, press SPACEBAR once or enter the first few letters of the employee name or employee ID and on the list, select the employee and then click GO.

The details will be displayed in the grid.

View/Edit Approver (s) details

4. To filter the employee details based on the requirement, click icon.

Filter window appears

1. Select the active organization levels from the drop down boxes.

2. Perform the following steps:

• Click OK to filter the records.

• Click Reset to reset the configuration from the start.

• Click Close to close the window.

The selected information detail has to appear under the employee Search box and the header name is ‘Selected’.

5. To download the template, click Download link.

Template displays the existing additional approver details of employees.

• Update the approver details in the template to upload.

• Uploaded approver details will be overwriting the existing approver details.

6. Click Choose File, browse and select the template to upload.

7. Click Upload button.

The Uploaded approvers will become a separation approver for an employee.

The details will be updated in the system.

• When Admin updates the details for existing records, system overwrites the existing approval matrix.

• When there is an existing approver details the system ask for confirmation as ‘Changes overwrites the existing approval details, Are you sure you want to continue’?

1. Click OK to continue the process or else click Cancel to discard the updation.

2. LOG button appears, if the data is not updated successfully.

• To edit approver details, click icon, corresponding to the separation approver (s) you want edit.

The Edit Exception Approver window appears.

1. In the Approver Search text box, type the approver name.

Press SPACEBAR once or enter the first few letters of the approver name or approver ID and on the list, select the approver and then click GO.

The approver name will appear under Reporting Officer.

2. Click Save to save the details or else click Close to close the window.

The updated approver will become separation approvers for an employee and will appear under Approver Details column.

Click to know more:

Separation

Separation Approver (s)

Viewing Approver Flow details

Viewing Map Approver (s)