Thursday, May 5, 2022

Third Level of Approval for General Managers

Hello everyone, hope you are doing great!

Today we will talk about something that we recently implemented that can be very useful for every one of our customers, especially the ones that require another level of approval when integrating into other Payroll and Accounting software packages. This comes back to the topic of the General Manager Approval, a feature designed so that in case someone needs to oversee that timesheet approval process, can do so after both the employees and their managers have reviewed, signed and approved their timesheets.

There are two new settings that will be found by going to the Preferences within the Administration tab:

Click on image to enlarge

Enable the "Payroll Requires General Manager Approval" option if you need to enforce the third level of approval in the timesheets before these are sent to Payroll. The default behavior when this is left unchecked is that this is only optional and no General Manager approval is required, so make sure to enable this if your organization must have another approval level prior to pushing the timesheets to an external payroll system.

Next, check the "Enable General Manager Edit Manager/Worker approval" option. With this, a General Manager user will have the capability to edit approved and accepted timesheet entries regardless of the input from the employee or the manager who would be the second level of the chain. What this means is that a General Manager will be able to approve timesheets at any point, contrary to the default behavior where they could only interact with the timesheets after both the employee and the supervisor had already approved said timesheets.

There are many cases where this can be useful, for example, the employee could have lost the device with the application and is no longer able to sign the timesheet, or that staff member's supervisor is on PTO and the General Manager is the one that would need to provide backup with the approval process. Another example would be a case when the employee needed to have a special exemption approved or some sort of extraordinary circumstances that required that person to work for more hours than usual.

That's all for now, this simple change will definitely make many jobs easier so we hope you can take full advantage of it. Leave us a comment or question down below in case you have any questions!

--Econz Team

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