Master Approvals

Master approvals refers to swap of a particular module like leave, separation, training, transfer, and requisition from one approval to another in the absence of the first approver, for a period of time or permanently.

To swap the master approval:

  1. In the Employee search text box, enter the approver’s name.

  2. Click Master approvals.

Master approvals section appears.

The master approvals section details displayed are:

Master approval section details

Field

Description

Module

Displays the different modules like leave, separation, transfer, training, query, handover checklist, requisition, transfer, leave grants

Swapped to

Displays the name of the approver to whom the module is swapped to

From date

Displays the date from when the swap of approver is effective

To date

Displays the date when the swap of approver ends

  1. In the Module section, select the module.

  2. In the New approver text box, enter the new approver’s name.

  3. Check the Until check box.

The From date and to date text boxes appear.

Note:               To permanently swap the module to the new approver, uncheck the Until check box.

  1. In the From date check box, select the date range.

  2. In the To date check box, select the date range.

  3. Click Swap.

The swap confirmation dialog box appears.

  1. Click Ok.

The swapped details appear in the Master approvals section and also appears on the Swap for page.

Note 1:            To exit without swapping the approvers, click Cancel.

Note 2:            All fields marked * are mandatory and cannot be left blank.

Note 3:            To retrieved details of resigned employee, check the Resigned employee only check box.

 

 

Click to know more:

Workflow

Existing Approvals

Additional Approvals

Swap For