Edit Approval Configuration

This screen allows users to edit an existing approval configuration for leaves or requests, update its details, or modify the approvers and approval levels when requirements change.

Before You Start

• Make sure the Employee Attendance application is enabled through Apps Manager by navigating to Settings from the main menu.

Steps

1. From the main menu, click Attendance.
2. Select Settings.
3. Click Approval Configurations.
4. From the Approval Configurations list, click the Actions icon next to the required configuration, then select Edit.
5. Edit the required fields:
   • Name (Required): Enter a unique name that is not already in use.
   • Configuration Type: Select Leaves or Requests.
     • If the type is Leaves:
       • Type: Select the leave type from the dropdown list.
       • Leave: This field appears only if the selected type has associated leaves.
     • If the type is Requests:
       • Request Type: Select one or more active request types from the searchable multi-select list.
6. Departments: Select one or more active departments from the searchable multi-select list.
7. Branches: This field appears only if the Branches application is enabled. Select one or more active branches.
8. Approval Type: Select Single Approval or Multi-Cycle Approval. Enabling one automatically disables the other.
9. Approvers: Enable one or more of the following: Direct Managers, Department Managers, and Employees.
10. Approval Cycle Levels: Distribute the selected approvers across the required approval levels. You can drag and drop each approver to move them between levels.
11. Click Save to confirm the changes.

How the System Works

• The system checks that the configuration name is not duplicated before allowing the changes to be saved.
• If Employees is enabled under Approvers, at least one employee must be selected in addition to the Direct Manager or Department Manager, if either is enabled.
• All selected approvers must be distributed across the approval levels before saving.
• When the changes are saved successfully, the following message appears: “{Configuration Name} Configuration was saved successfully.” The user is then redirected to the Approval Configuration List screen.

Validation Rules

• The configuration name must be unique.
• At least one approver must be selected: Direct Manager, Department Manager, or Employee.
• All selected approvers must be distributed across the approval levels.
• An approver cannot be removed while they are still assigned to an approval level.