Introduction
ZoneApprovals comes with some specific settings that can be defined at the employee level. For each employee, it is possible to set individually the following options:
- Approval Manager
- Super Approver
- Enable Approval by Mail
- Sourced Employee Approver
- Allow Redirection of Approval
- Allow Resetting of The Approval Flow
- Approval Delegate
These settings can be found under the subtab labeled “Zone Approvals”.
Approval Manager
ZoneApprovals comes with a dashboard portlet. By default, this dashboard portlet will show the user statistics regarding the approvals that are assigned to him or her. When the “approval manager” checkbox is enabled the dashboard portlet will be extended so the employee can see also the statistics for other employees combined in one total. The additional data provide insights for the following sections:
- Total number of transactions in the pending approval status
- Total number of transactions that are outside the approval time limit
The totals are summed based on user permissions, so this means for example if the employee has access to subsidiaries A and B the totals will be calculated based on all transactions that are in these subsidiaries.
Super Approver
The super approver option provides the option to allow a specific employee to approve transactions where that employee isn’t set as the next approver. The employee can overrule the approval flow in this case and can approve the transaction. The approval won't be completed in one go, the super approver needs to approve each approval level individually and also needs to fill in a reason for each level that has been approved.
Enable Approval by Email
This option allows to enable or disable the approval by email functionality on an employee level. In the approval configuration the general functionality approval by email must be enabled, if this is not enabled this option on the employee level will not send out a mail to approve the transaction by email. Enable this checkbox so that the employee is able to approve by email.
Sourced Employee Approver
This option allows to set a default approver for this employee. When in the matrix the option “Source from the employee” is used then this approver will be set for the approval routing.
Allow Redirection of Approval
This option allows the user to redirect their approval to another employee. When enabled the user will see a button labeled “Redirect Approval” on the transaction and when the user presses this button, a new employee can be selected that should approve it instead of the original employee. This change will be recorded in the approval log audit trail. Keep in mind that when a person is a super approver and has also this option enabled they will have the ability to also set a new next approver.
Allow Resetting of the Approval Routing
This option allows the user to resend the transaction for a full approval routing. When enabled the user will see on the transaction a button labeled “Reset Approval Routing” and when this is pressed the transaction will be re-evaluated by ZoneApprovals and from there it will start a full new approval routing.
Approver Delegate
The delegate section allows setting a delegator for a specific time period. More information regarding the setup and usage can be found on the page “Approval Delegate”.
Micro Training Video: Employee Settings