Seeing who approves for each person on the Organisation Chart
Show approvers adds an Approver line to every card: the person who approves that employee's leave, time and other HR requests.
- The approver is the employee's manager. With no manager it is whoever holds the parent of their position; with neither, the HR self-service reviewers decide.
- If the approver has handed their approvals over to somebody, the card says who is covering.
- Cards of people who approve purchase orders or requisitions are also outlined, and the panel under the chart lists those duties.
- Click any name, on a card or in the panel, to open the Employee record.
- To change who approves for somebody, change their manager: drag the card, use Set manager, or edit Manager on the Employee record. Purchasing and hiring approval levels are set on their Approval Rules screens.