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Subordinate is responsible for managing his/her own documents (timesheets, travel expense documents) as well as sending them for approval. A subordinate is under the command of a superior and, thus, takes the lowest level in the chain of approval with limited rights.
Coordinator has a higher level of control comparing to a subordinate. Each Coordinator has at least one Subordinate who is supposed to submit documents for approval. The documents are required to be verified and approved. In case the submitted document does not contain all the necessary information or is outdated, it can be rejected back to an originator (Subordinate) for editing or cancelling. A Coordinator may be a subordinate as well managing his/her personal timesheets and sending them for approval to a Coordinator of a higher level (or to an Approver).
Approver is responsible for approving documents and has the highest level of control for any department. Only approved timesheets documents are then sent to the Payroll module for further processing and payment. An approver can also be a Coordinator but cannot be a Subordinate.
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Navigate to Chain of Approval > Levels.
On the main menu, select Chain of Approval > Chain Levels.
The Chain of Approval page lists the modules which require the chain of approval to be defined. The modules are available in Adonis Crew Portal or Adonis Employee Portal. To create a hierarchical tree-structure, select the module you are working at. On selecting it, you need to create a chain. To do this, follow the steps below:
Right-click the module name and select New Chain in the menu. The following dialog will appearappears:
In the Chain dialog, enter the name of a new department.
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chain.
Clcik SAVE to proceed.
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Selecting Is Passive makes the created department unavailable in the tree-view chain of approval. The option is primarily used to avoid deleting levels in use. Otherwise, all linked documents will be lost and unavailable for submitting or editing. |
As a result, a new department chain will become available under the Hours Registration sectionthe selected module:
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Now, specify an approver for the created chain. To do this, follow the steps below:
Under theselected module, right-click the newly created chain and select New Approver in the menu. This opens the Approver dialog:
From the Position drop-down, select the position you want to assign to the chain. Besides, you can provide an approver with the possibility to modify documents by selecting the Can modify document if approver/coordinator option.
Click SAVE to proceed.
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Selecting Is Passive makes the level unavailable in the tree-view chain of approval. The option is primarily used to avoid deleting levels in use. Otherwise, all linked documents will be lost and unavailable for submitting or editing. |
As a result, an approver level is added to the tree-view structure of the chain levels:
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To complete composing the chain of approval, define a team and add subordinates to it.
To create a team, proceed with the following instructions:
Right-click a newly added approver and select New Team on the menu. You will then see the Team dialog where you can specify the name of a new team:
Click Save to proceed.
As a result, a chain is marked as Teams:
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Creating several teams allows a resposible person/team leader to group team members by teams.
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To add a subordinate to the team:
Right-click an approver and select
Add below > New Subordinate from the menu. You will then see the Member dialog:
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From the
Position drop-down, select the position you want to be part of the team. On selecting a position, you can enable the options as below:
•Is Passive makes a position unavailable in the list of subordinates. The option is primarily used to avoid deleting levels in use. Otherwise, all linked documents will be lost.
•Is Coordinator sets the coordinator level in the chain of approval. Selecting the option enables the Can modify document if approver/coordinator option.
•Subordinate creating and submitting the document gives a subordinate the permission to create and submit time registrations.
•Is Time clock only user specifies that a subordinate uses Time clock for time registrations.
•Can modify document if approver/coordinator (active only if the Is Coordinator option is enabled) provides a coordinator with the permission to modify time registrations.
Click
Save to proceed.
As a result, the subordinate level is added to the tree-view structure of the chain levels: