Setting Up Time Off Options
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3. Whether to override the approvers existing permissions, and which additional permissions to pro-
vide them. See When to Override an Approvers Permissions on page 32 for more information.
Defining the Order of Approval
Approval paths define which approvers will approve a users time off bookings, and the order in which they
will approve it. Separate approval paths are created for timesheets, expenses, and time off bookings.
Time off booking approval paths can be created at:
Administration > Approval Setup > Approval Paths > Time Off Booking tab
When creating an approval path, you must specify:
1. The name of the approval path, which is used to identify the path when assigning it to users
2. The approver types to include in the path
3. The order in which the booking is forwarded to the approvers. Approvals can either occur in se-
quence, or at the same time. To have approvers approve at the same time, set all the approver types
to the same level in the approval sequence.
Setting a Default Approval Path
At the bottom of the Approval Paths page, you can set a default approval path for time off bookings. This
path will automatically be assigned to all new time off users that are created in the future. If a small set of
users requires a different path, you can change the value when creating their user profile.
Setting Up Custom Time Off Fields
If you want to track information beyond the basic time off fields already provided, you should set up user
defined fields. Then, when users book time off or enter it directly in their timesheet, they can enter values in
these fields.
User defined fields are configured at:
Administration > Time Off Setup > User Defined Fields
For each field you create, you can specify:
1. The name of the field, as it will appear on the time off booking or timesheet row
2. The type of field, as detailed in Types of User Defined Fields Available on page 23
3. Restrictions on the values entered, such as minimum or maximum values or the maximum length of
the field. The available restrictions depend on the type of field.
4. The default value to show when users first enter their time off, if any
5. Whether users are required to enter a value
To prevent delays in the approval process, the system will automatically approve time off bookings if:
Items were submitted before the approvers Start Date
The user associated with an approver type is not specified (for example, a Supervisor has
not been assigned to the user).
When this occurs, <System> is shown in the approval details.
A System approver type is available for selection. Select this approver if you want the time off
booking to be automatically approved by the system.