Steps for Adding a Supervisor Who Cannot Approve His/Her Own Requests

Complete the following steps to set up supervisors who are allowed to approve all employees in their own home labor distribution, and are allowed to edit their own transaction requests, but cannot approve their own transaction requests. Step one must be completed in the employee record of the supervisor. The remaining steps can either be set up in the employee record or in this Supervisor Assignments screen.

Step 1: Add the Required Roles to the Supervisor's Employee Record

Step 2: Set up the User as a Supervisor

Step 3: Assign the Supervisor a Role with Approver Rights to the Organization Unit(s)

Step 4: Remove the Supervisor's Approver Rights to His/Her Own Record

Step 5: Assign the Supervisor a Role with Editor Rights to His/Her Own Record (optional)

Each of these steps are described in more detail below.