How approvals work

In most organizations, items such as timesheets, expense sheets, and time off bookings need to be approved. There are a few reasons for this:

• To ensure that user information is recorded accurately
  Approvers may discover errors and discrepancies in submitted items that can then be corrected. Some organizations require approval of items to be recorded as part of an audit trail.

• To improve management performance
  Supervisors who are required to review updates regarding their employees' progress on a regular basis have more information to draw on when making decisions and scheduling tasks.

• To improve employee accountability
  Employees are more conscious of their level of performance if they know their activities are being reviewed.

 

Approvals workflow

1. Administrator sets up approvals.
2. User submits an item.
3. The system sends the item to approvers, as defined in the approval path for that item.
4. If the item is approved by all approvers, it is marked as approved.

 

What are approval paths?

Approval paths define which users are responsible for approving items.

If you assign multiple approvers to a path, the approval path also specifies the order in which items are forwarded to approvers. Approvals can either occur in sequence or simultaneously.

Users are assigned approval paths in their user profiles. They must be assigned a unique path for each type of item they will be submitting in Replicon – timesheets, expense sheets, or time off bookings.

Who can be assigned as an approver?

You can assign roles or specific named users, or both, to approval paths.

Approval sequence options

If multiple approvers need to approve an item, approvals can either be set to occur in sequence or simultaneously.

 

How do approval permissions work?

Approval permissions are defined in the approver’s assigned supervisor, project management, or client representative permission set, as applicable.

Can project managers and client representatives view data that isn’t related to their projects when approving items?

Project managers can be allowed to view either the full timesheet, or only time for the projects they manage. The latter is often called "limited approval".

When a client representative approves an item, only time pertaining to their projects will display in the item. Client representatives cannot be allowed to edit items.

 

FAQs

Can a project manager approve time and expenses for some projects only?

Yes, the project-level Skip Project Manager approval option allows project managers to specify that their approval can be skipped on a per project basis.

Why are items sometimes automatically approved by the system?

Items will be automatically approved by the system in the following circumstances:

• No approver is assigned to an approval path
• The assigned approver is role-based, but no user is assigned to the role
  For example, the user has no supervisor assigned, but the Supervisor role is selected in their approval path, or Project Manager is selected in an approval path, but the project the user has entered hours against has no project manager assigned.

• Project Manager is selected in an approval path, but the submitted item includes no project hours or expenses
• The submitted item only includes time or expenses related to a project for which the Skip Project Manager approval option is selected
• The assigned approver doesn’t have permission to approve the item

When an item is automatically approved, <System> is listed as the approver in the item’s approval details.

Why was an approver in a path skipped when a user resubmitted a rejected item?

If one approver in a path approves an item and a second rejects it, when the item’s owner modifies the item and re-submits it, it will skip the approver in the path who already approved the item.

How can I revoke an approval that was made incorrectly?

If an approval has been made in error, you must reopen the item and start the approval process again. Depending on their current status, some items may not be able to be reopened. For example, you can't reopen an item that has been invoiced.