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I have established a position hierarchy in the IFS Cloud HCM module, consisting of Senior Manager, Line Manager, and Field Technician. In each organizational unit, the Line Manager can approve or authorize time cards and expenses for Field Technicians, while the Senior Manager can approve those for Line Managers and Field Technicians.

Currently, I have ten organizational units, each with a Senior Manager at the top. This has raised concerns regarding the approval process for these Senior Managers.

Here are my questions:

  1. Who can approve their time cards and expenses?
  2. Can we implement self-approval for them?
  3. Can one General Manager position approve time cards for all Senior Managers across different organizational units?

What will be best way to handle this situation?

A detailed answer or guide to any document will be highly appreciated.

@AccHarprS : System is having flexibility to whom you want to give access to authorize their time and expenses. You can assign the access through Position Access or Supervisor Access set-up. 

(i) You can assign the access to HR Manager Position.

(ii) You can also assign Self Access role such that they can approve/ authorize their own time and expenses.

(iii) You can define 1 top position i.e. General Manager and Put all Senior Manager positions under this position.

I will prefer to use last option as it will be good representation of organization and position structure.

 

Best Regards

Vikas Jain


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