As an administrator, you have the opportunity to choose which approver is to be assigned to the individual employee. To assign approver rights to an employee, log in via the Mileage Book website and follow the steps below:
- Select System Setup.
- Select Employees.
- Tap next to the employee to whom you want to assign an approver role.
Now you can choose the approver who must approve driving and receipts for the employee. After you have chosen an approver for the employee, finish with Save at the bottom. You have now assigned an approver to an employee. This is also how you change/change the approver for an employee.
Create Temporary Approver
If an employee who is an approver has to go on vacation, leave or simply be absent from their role as an approver for a period of time, it is possible to set up another employee to temporarily take over the role of approver for that employee. It's an easy way to swap roles for a period of time without having to start a major employee reshuffle project.
Here's how you do it:
- Select System Setup.
- Select Approval.
- Tap Go to Page next to Temporary Approver.
Press the green "Add" button and select in the gray column that appears on the right which approver is to be exchanged for a temporary approver. Then select the desired period during which the temporary approver must approve accounts for the approver. Finish with Save.
Check out our guide to Creating an employee.