Description

A chain of approval represents a series of approvals that must happen in a specific sequence.

Functionality

The basic principle for the documents workflow is the setup of subordinates.

The APP admins can setup a department with its own team leader who is responsible for his subordinate team-mates. 

The chain of approval contains the following levels:

• Subordinate is a person responsible for managing his/her own documents (timesheets, travel expense document) 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 whose timesheets are received from the team-mates. The timesheets are required to be verified and approved. If a timesheet does not contain all the necessary information or is not up-to-date, it can be rejected back to an originator (Subordinate) for modifications or Cancelled. A Coordinator can also be a subordinate managing his/her personal timesheets and sending them for approval to a Coordinator of a higher level (or to an Approver).

• Approver is a person responsible for approving timesheets and has the highest level of control for any department. Only approved timesheets are then sent to the Payroll module for further processing and payment. An approver can also be a Coordinator but cannot be a Subordinate.

For more information on how to set up the Chain of Approval, see This Chapter.