Configure Leave Approvers & Notifications
Overview
Leave approval can be configured at three levels:
- Organisation (default) - approved by admin users
- Location - leave requests can be approved by staff with an additional 'location' permission and by admin users
- Primary/Secondary Manager - You can assign specific users who are responsible for approving leave requests from that profile
Configure Leave Approvers for Locations
💡 You need to be an Admin to configure Access & Permissions for staff!
- Go to 💻 Staff/HR > Manage Staff
- Edit the employee's profile and click on the Linking & Permissions tab
- Select 'Can Approve Staff Leave (for location)' and click Update Permissions
- Go to the Employment Details tab and select one or more locations
- Click Update Employment Details
Configure Approval by Managers (Primary/Secondary Approver)
Go to 💻 Staff/HR > Manage Staff
- Click on the staff name to edit their profile
Go to the Employment Details tab
Select Primary Manager
Select Secondary Manager (optional) - they will also receive requests and can take action if the primary manager is unavailable or away
Click Update Update Employment Details
Configure Manager Permissions
Go to 💻 Staff/HR > Manage Staff
Click on the manager's name to edit their profile
Go to the Linking & Permissions tab
Select 'Can Approve Staff Leave Requests' for Direct Reports
Configure Approval by Location
Configure Primary Location
Go to 💻 Staff/HR > Manage Staff
- Click on the staff name to edit their profile
Go to the Employment Details tab
Select a Primary Location
Click Update Employment Details
Configure Manager Permissions
Go to 💻 Staff/HR > Manage Staff
Click on the manager's name to edit their profile
Go to the Linking & Permissions tab
Select 'Can Approve Staff Leave Requests' for (Location)
Notification Emails & Alerts
Leave notification emails can be configured to go to a central location email and/or sent to the emails for employee's primary location.
Go to 💻 Workplace > Setup Details > Email/Notification Configuration
- Enter one or more email addresses under Leave Requests to receive emails for all employees (separated by a comma and space)
- Tag specific staff to receive push notifications in the erly app
- Tick the checkbox to 'Send Email to Leave Requestor's Location main email address'
💡 Go to 💻 Workplace > Manage Site Locations to enter or update the primary email address(es) for each location.