Setting Up Time-Off Type Auto-Approval and Time-Off Self-Approver
You can set a time-off type to be automatically approved when requested, with to an approval threshold.
You can make certain employees self-approvers so their time-off requests are automatically approved. This is helpful for executives, like 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, enter the maximum period of time that can be automatically approved. Requests over this limit will require supervisor approval. The value uses the unit from the Increment Unit field. The minimum value 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 the threshold to 5 days, requests of up to 5 consecutive days will be automatically approved. Requests over 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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If a request includes both auto-approved and non-auto-approved types, it needs supervisor approval.
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If a request has multiple auto-approved types, it might still need supervisor approval depending on each threshold. The total time is checked against the highest threshold 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 issues, let users know they should submit auto-approved time-off requests separately from others.
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, make sure 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.