By default, an employee’s time off request will be sent to the employee’s Manager, who can then approve or reject it.
However, if you’re an Admin or an HR Manager, TalentHR lets you assign one or more additional people in your organization as approvers for a specific employee’s leave requests.
This way, you can freely delegate the employee’s time off requests according to your organizational structure, and depending on your company’s specific needs.
You can also create a two-step approval system, where the requester's manager will need to wait for another approver's final approval.
| Note: There can be up to 3 Approvers per employee. All approvers will be notified by email when the employee submits their request, including required and non-required approvers. |
To assign (or edit) an employee's time off Approvers:
1. Sign in to your TalentHR account as an Admin or an HR Manager, go to People (1) and open the profile of the employee you wish to update.
2. Click the Actions (2) button below the employee's profile image.
3. Select the Time off approvers (3) option from the list.
4. The employee’s Manager is always an approver. Click + Other employee (4) to assign an additional approver to your employee.
5. Choose (5) an approver.
| Note: Repeat steps 3 and 4 to add a third approver. |
6. (Optional) Toggle Required (6) next to each approver (including the Manager) to define whether that person’s approval is necessary (read below for more information on the Required setting).
7. Click Save (7) to update your employee’s list of approvers.
| Note: Follow the same flow to edit settings or remove approvers when needed. |
What “Required” means
- If the Required option isn’t enabled for any approvers, then the employee’s request can be handled by any of them.
- If the Required option is enabled for one or more of the assigned approvers, then the request must ultimately be approved by them.
- If multiple approvers are set to Required, then all of them must approve the request. If one or more Required approvers don't approve the request, it will remain pending even if another Required approver did approve it.
- Non-required approvers can weigh in by suggesting to approve the request, but they won’t be able to approve it on their own, and their feedback won’t be shown to the employee. The request will remain pending until the Required approver(s) review it and choose to approve or reject it.
- This also allows you to create a two-level approval process. You can even set the Manager to Not required.
- Important: If the Required option is enabled for one or more of the assigned approvers, then the request can still be rejected by any approver, even those that are set to Not required.
Note: In addition to the above, an Admin or an HR Manager always has the option to approve or reject any employee’s time off request, directly from the requester’s profile (under the employee’s Time off tab). However, an Admin or an HR Manager who isn’t the requester’s Manager, and isn’t on the list of approvers for that employee won’t be notified about a time off request by the employee in question, unless at least 1 of the approvers is absent (out of office). If the employee’s Manager or any approvers (required or not) are out of the office, TalentHR will notify the Admin(s) and HR Manager(s) as well. |