Approval Setup

The Approvals Setup page displays the current setup of the approvals page for each company. Approval templates can also be added or removed on this screen.

Field Name	Description
Template Name	Name for the Approval setup
Description	Approval setup description
Active	Active Status for the Approval Setup (if the status is Inactive, the option will not appear on End of Period Procedures – Approvals page)
Default Template	Determines if this template is the default option to appear on End of Period Procedures – Approvals page.
Default Sort	The sort order for approvals when the page first loads. Options are Employee, Pay Group and Supervisor.
Display Emp. Number?	Display employee numbers on the End of Period Procedures – Approvals page.
Display Home Org Level?	Display employee home organization level on the End of Period Procedures – Approvals page.
Home Org Level Depth	If Display Home Org Level is set to ‘Yes’, select the organization level depth to display.
Display Quick Links	Display this Approval Setup on under the Quick Launch option to launch the Approvals page
Approval Columns to Display	To add new columns to the approval setup, use the drop-down and select the button to add the column. Available options are: Exceptions Count, Audit Count, Requests Count, Units Count, Hours Column and Dollars Column. For Hours and Dollars columns, you have the ability to define pay types that display in the column.

To add a new Approvals setup, follow these steps:

1. Select Company Setup – Approvals Setup.

2. Click the ‘Add’ button.

3. Enter the Template Name and Description.

4. Select additional options as needed.

5. Select the Approval Columns to Display drop-down and select the button to add columns.

6. Enter names for the columns added.

7. Select pay type(s) for the columns added.

8. Click the ’Save’ button.