Setting Up Time-Off Type Auto-Approval and Time-Off Self-Approver
You can set a time-off type that is automatically approved when requested and subject to an approval threshold.
You can assign select employees as time-off self-approvers so they can submit time-off requests that are automatically approved. This is especially useful for company executives, such as the Chief Product Officer, whose time-off you still want to track.
To set up a time-off type for auto-approval with threshold:
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Go to Setup > HR Information System > Time-Off Type.
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Click Edit next to the time-off type you want to change.
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Check the Auto-Approve with Threshold box.
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In the Auto-Approval Threshold field, specify the maximum period of time that the time-off is automatically approved. Time-off requests exceeding the threshold will require supervisor approval. The value follows the unit selected in the Increment Unit field. The minimum value required for this field is 1, and there is no maximum. You can enter a value such as 200 to allow for almost unlimited time-off auto-approvals.
For example, if you set a threshold of 5 days, requests of up to 5 consecutive days will be automatically approved. Requests exceeding 5 days will require supervisor approval. For more information, see Guidelines for Time-Off Auto-Approvals.
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Click Save.
The following guidelines describe how time-off type auto-approvals work with other time-off types in the same request:
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A time-off request with auto-approved and non-auto-approved time-off types requires supervisor approval.
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A time-off request with multiple auto-approved time-off types may still require supervisor approval depending on the threshold set for each type. Also, the total duration of the time-off request checks against the highest threshold value among all time-offs in the request.
The following table summarizes different scenarios when submitting multiple auto-approved time-off types in the same request.
Time-Off Type Submitted
Total Duration of Time-Off Request
Requires Supervisor Approval?
A
B
Within threshold
Within threshold
Within highest threshold value
No
Within threshold
Within threshold
Exceeds highest threshold value
Yes
Within threshold
Exceeds threshold
Within highest threshold value
Yes
Within threshold
Exceeds threshold
Exceeds highest threshold value
Yes
Exceeds threshold
Exceeds threshold
Exceeds highest threshold value
Yes
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To avoid complications, inform users to submit auto-approved time-off requests separately from non-auto-approved time-offs.
To assign an employee as a time-off self-approver:
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Go to List > Employees > Employees.
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On the Employees list, click Edit next to the employee you want to set up as a time-off self-approver.
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Click the Time-Off subtab.
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Check the Time-Off Self-Approver box.
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Click Save.
If your account has Advanced Employee Permissions enabled, ensure that you add Time-Off Self Approver as a custom field in your custom employee permissions. For more information, see Adding Custom Fields to Advanced Employee Permission.