Approvers by Position Type
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RACHEL RIVERA
I'd like there to be Timesheet/Absence approvers by Position Type and not just Location. We have different levels of management that would approve by position type and not just the location. EX. a lower level manager can approve Student Worker timesheets, and the upper manager can approve secretary timesheets in the same department/location.
Mike Weisman
Hey RACHEL RIVERA! Good to hear from you. I'm curious about your request here ... we are currently able to create timesheet and absence approvals by position type. When you create an Absence or Timesheet workflow, you're able to choose exactly what position types the workflow should apply to, then you can define the rules for that particular workflow. Have you checked in with our support team on this to discuss?
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RACHEL RIVERA
Mike Weisman
Yes, I had a chat with someone this morning and they said it was only by location and not by position type. I had a supervisor that was seeing all timesheets but I only wanted him to be able to approve a particular position type but the person I chatted with said they would be able to approve everyone in that location.
Mike Weisman
RACHEL RIVERA- Hmm, that's interesting. I wonder if there was just some miscommunication in the chat on that, because when you create a timesheet workflow, one of the first things you do is choose what position type that set of workflow rules applies to.
If you go to your SETTINGS > TIMESHEET WORKFLOWS, you'll see you have a few workflows in place. There is one in your district specifically that has multiple position types associated with it. If you need to setup a different set of rules for one particular position type, you can definitely do that! I'd recommend touching base with our chat line again to maybe dive in a bit deeper on this. I think there may have just been some misunderstanding on this one, since being able to setup rules for specific position types is pretty foundational to how we setup approvals in general. Just want to make sure you're getting the help you need!