How can we help?
- What does the Duplicate Configuration feature do?
- I need help finding approval management
- When I assign an approver, what do they see?
- How do I assign a group or teammate to a configuration?
- How do I set up approvers?
- What are stages, and how do I set them up?
- What are configurations, and how to I set them up?
- What are approvals?
- How do I clock in and out (managers)?
- How do I clock in and out (teammate/employee)
- How do I edit Start/Stop work (managers)?
- How do I set up locations for teammates to clock in to?
- How do I stop and start my shift (managers)?
- How do I stop and start my shift (teammate/employee)
- How to edit or add clockings (managers)?
- What is the Clocking feature in Ultra HR?
- Where can I view clockings (managers)?
- Where can I view my Clockings? (teammate/employee)
- Can I edit a sickness record?
- Extending a period of sickness
- How do I record myself as off sick?
- Notifications for sickness
- Recording an incident of sickness that happened in the past
- Return to work process
- Sickness type
- The Bradford Factor
- What happens to my pay/salary if I am sick?
- Where can I view my sickness record?
- Where can managers/HR view sickness records?
- Approving overtime (managers)
- Overtime approval types and what they mean
- Overtime report
- Requesting overtime (teammate/employee)
- View, edit or cancel overtime requests (managers)
- View, edit or cancel overtime requests (teammate/employee)
- What happens when an overtime request is approved?
- Accessing performance review information
- Adding additional documents to a review
- Changing a review that has already been booked
- How do I complete a review?
- How to book a review
- Making documents visible to a teammate
- Responding to a review request
- What are scheduled reviews?
- What happens if I don't complete a review?
How do I set up approvers?
To assign someone as an approver of specific requests, you will first need to assign them to a stage. To do this:
- Go to Settings > Approval Management
- Click on View Configuration
- Open the configuration you want to add an approver to
- On the stage you wish to add, click More and Add teammate. You will then be able to search and select a teammate
- Click Confirm
- To delete approvers from a stage, you will see a delete icon next to each name
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