This guide has been created for system administrators.

Specific role permissions may be required, including: Holiday Records | Sickness Records | Users.


Overview:

If you OR another user(s) encounter errors upon submission of absence records, this will most likely be due to the default authorisation chain being blank - see an example: 



If this is the case, the account submitting an absence record will receive an error message. 


In order to resolve, please follow the below.


Step by step guide:

  • Navigate to: Admin tools > Users.
  • Locate the user whose Approvers you wish to alter and click Edit on their row.
  • You are now on the Profile page of that user's User Record, navigate down the page to the area called Authorisers.
  • Click the box for the setting called Authorisation Level 1 and select the authoriser you wish to assign to this user from the drop-down list.
  • Optionally do the same the setting called Alternatively.
  • Repeat steps 5 and 6 for each step of the Authorisation Template.
  • Click the orange Save Record button at the bottom of the page to save your changes.



Related Guides:

Authorisation setup - single/dual/multi step and alternative authoriser