How to Manual Upload of Approver
How to Manual Upload of Approver
Trisha
Last Update 6 months ago
- Go to Administrator.
- Click Form Approval.
- Click Manual Upload of Approvers.
- We recommend selecting the Name so you can just enter the name of the Department, Section, etc.
- Click Download Template.
- Click Transaction Form Identification to check the form identification of each transaction form.
- Open the downloaded template and fill it out.
- For company ID, if one company only, just enter 1. If multiple companies, check in Administrator > File Maintenance > Company.
- For form identification, in Transaction Form Identification select Transaction then get the Form Identification of that Transaction.
- For location, division(if any), department, section, subsection(if any), and classification name, check the Employment Information of the employee. How to View Employment Information of Employee
- For approver, select approver that will be approver of the selected employee and transaction.
- For approval level, which level is this approver (1st, 2nd, 3rd, etc).
- For the leave type name, just enter the Leave Type if the form identification is HR002 or Apply to Leave. Other than that, just leave it blank.
- For Option, select between Set As and Align On.
- Set As - you have 1 approver for each level, for example, one 1st level approver and one 2nd level approver.
- Align On - you have multiple approvers for each level, for example there are two 1st level approvers, either one of them approves the form it will automatically transfer to 2nd level approver.
- In Choose File, select the template. In Action, select Review first to check if there's an existing error on our file. Select Save if it's error-free.
- Click Import.
